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Rialto Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Rialto Wealth Management’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 		$349K Sell
1,111
-27
-2% -$8.98K 0.08% 122
2025
Q4 		$368K Sell
1,138
-100
-8% -$32.5K 0.09% 115
2025
Q3 		$396K Sell
1,238
-354
-22% -$107K 0.1% 104
2025
Q2 		$455K Sell
1,592
-131
-8% -$34.5K 0.13% 97
2025
Q1 		$440K Sell
1,723
-28
-2% -$7.9K 0.14% 97
2024
Q4 		$504K Buy
+1,751
New +$518K 0.17% 90

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

Rialto Wealth Management's IWO Position: Q1 2026 in Review

Rialto Wealth Management reduced its iShares Russell 2000 Growth ETF (IWO) stake by 2.4% in Q1 2026, selling an estimated $8.98K and leaving 1,111 shares worth $349K. The position accounts for 0.08% of the portfolio, ranked #122.

Rialto Wealth Management first reported a position in IWO in Q4 2024 and has held it in 6 quarters since. The position peaked at $504K in Q4 2024. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Rialto Wealth Management held 1,111 shares of iShares Russell 2000 Growth ETF worth $349K as of Q1 2026.
  • Rialto Wealth Management sold 27 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $8.98K.
  • iShares Russell 2000 Growth ETF made up 0.08% of Rialto Wealth Management's portfolio in Q1 2026, its #122 holding.
  • Rialto Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • Rialto Wealth Management's iShares Russell 2000 Growth ETF position peaked at $504K in Q4 2024.
  • 1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.