Red Tortoise LLC’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Red Tortoise LLC’s Portfolio IWO Stock Details IWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$279K	Sell	888 -4	-0.4%	-$1.33K	0.12%	79
2025 Q4	$288K	Hold	892	–	–	0.12%	80
2025 Q3	$285K	Hold	892	–	–	0.12%	80
2025 Q2	$255K	Hold	892	–	–	0.12%	71
2025 Q1	$228K	Hold	892	–	–	0.12%	70
2024 Q4	$257K	Hold	892	–	–	0.13%	70
2024 Q3	$253K	Sell	892 -3	-0.3%	-$822	0.13%	71
2024 Q2	$235K	Hold	895	–	–	0.13%	71
2024 Q1	$242K	Hold	895	–	–	0.14%	69
2023 Q4	$226K	Buy	895 +4	+0.4%	+$902	0.13%	73
2023 Q3	$200K	Hold	891	–	–	0.13%	70
2023 Q2	$216K	Buy	891 +14	+2%	+$3.21K	0.14%	68
2023 Q1	$199K	Buy	877 +2	+0.2%	+$457	0.13%	69
2022 Q4	$188K	Buy	+875	New	+$192K	0.13%	75
2022 Q2	–	Sell	-875	Closed	-$224K	–	64
2022 Q1	$224K	Hold	875	–	–	0.17%	62
2021 Q4	$256K	Hold	875	–	–	0.18%	60
2021 Q3	$181K	Buy	+875	New	+$263K	0.14%	74

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Red Tortoise LLC's IWO Position: Q1 2026 in Review

Red Tortoise LLC reduced its iShares Russell 2000 Growth ETF (IWO) stake by 0.45% in Q1 2026, selling an estimated $1.33K and leaving 888 shares worth $279K. The position accounts for 0.12% of the portfolio, ranked #79.

Red Tortoise LLC first reported a position in IWO in Q3 2021 and has held it in 17 quarters since. The position peaked at $288K in Q4 2025. 1,020 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

Red Tortoise LLC held 888 shares of iShares Russell 2000 Growth ETF worth $279K as of Q1 2026.
Red Tortoise LLC sold 4 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $1.33K.
iShares Russell 2000 Growth ETF made up 0.12% of Red Tortoise LLC's portfolio in Q1 2026, its #79 holding.
Red Tortoise LLC first reported a position in iShares Russell 2000 Growth ETF in Q3 2021 and has held it in 17 quarters since.
Red Tortoise LLC's iShares Russell 2000 Growth ETF position peaked at $288K in Q4 2025.
1,020 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Red Tortoise LLC's 13F filing for Q1 2026, filed 21 Apr 2026.