Salus Financial Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Salus Financial Advisors’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	$246K	Sell	785 -19	-2%	-$6.32K	0.14%	32
2025 Q4	$260K	Buy	804 +45	+6%	+$14.6K	0.16%	30
2025 Q3	$243K	Hold	759	–	–	0.15%	30
2025 Q2	$217K	Buy	+759	New	+$200K	0.15%	33
2025 Q1	–	Sell	-759	Closed	-$218K	–	35
2024 Q4	$218K	Buy	+759	New	+$225K	0.17%	33

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

Salus Financial Advisors's IWO Position: Q1 2026 in Review

Salus Financial Advisors reduced its iShares Russell 2000 Growth ETF (IWO) stake by 2.4% in Q1 2026, selling an estimated $6.32K and leaving 785 shares worth $246K. The position accounts for 0.14% of the portfolio, ranked #32.

Salus Financial Advisors first reported a position in IWO in Q4 2024 and has held it in 5 quarters since. The position peaked at $260K in Q4 2025. 1,021 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

Salus Financial Advisors held 785 shares of iShares Russell 2000 Growth ETF worth $246K as of Q1 2026.
Salus Financial Advisors sold 19 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $6.32K.
iShares Russell 2000 Growth ETF made up 0.14% of Salus Financial Advisors's portfolio in Q1 2026, its #32 holding.
Salus Financial Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2024 and has held it in 5 quarters since.
Salus Financial Advisors's iShares Russell 2000 Growth ETF position peaked at $260K in Q4 2025.
1,021 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Salus Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.