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Rosenblum Silverman Sutton’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Rosenblum Silverman Sutton’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 		$535K Buy
1,706
+303
+22% +$101K 0.14% 60
2025
Q4 		$453K Buy
1,403
+130
+10% +$42.3K 0.1% 65
2025
Q3 		$407K Buy
1,273
+240
+23% +$72.4K 0.09% 66
2025
Q2 		$295K Sell
1,033
-15
-1% -$3.95K 0.07% 70
2025
Q1 		$268K Buy
1,048
+162
+18% +$45.7K 0.07% 71
2024
Q4 		$255K Buy
886
+9
+1% +$2.66K 0.06% 72
2024
Q3 		$249K Buy
877
+7
+0.8% +$1.92K 0.06% 74
2024
Q2 		$228K Buy
+870
New +$226K 0.06% 74

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

Rosenblum Silverman Sutton's IWO Position: Q1 2026 in Review

Rosenblum Silverman Sutton increased its iShares Russell 2000 Growth ETF (IWO) stake by 22% in Q1 2026, buying an estimated $101K and bringing the position to 1,706 shares worth $535K. The position accounts for 0.14% of the portfolio, ranked #60.

Rosenblum Silverman Sutton first reported a position in IWO in Q2 2024 and has held it in 8 quarters since. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Rosenblum Silverman Sutton held 1,706 shares of iShares Russell 2000 Growth ETF worth $535K as of Q1 2026.
  • Rosenblum Silverman Sutton bought 303 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $101K.
  • iShares Russell 2000 Growth ETF made up 0.14% of Rosenblum Silverman Sutton's portfolio in Q1 2026, its #60 holding.
  • Rosenblum Silverman Sutton first reported a position in iShares Russell 2000 Growth ETF in Q2 2024 and has held it in 8 quarters since.
  • 1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Rosenblum Silverman Sutton's 13F filing for Q1 2026, filed 13 May 2026.