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

SeaCrest 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 Q2	$243K	Buy	+617	New	+$225K	0.03%	473
2026 Q1	–	Sell	-617	Closed	-$208K	–	660
2025 Q4	$208K	Hold	617	–	–	0.02%	590
2025 Q3	$202K	Buy	+617	New	+$186K	0.02%	597
2025 Q1	–	Sell	-720	Closed	-$207K	–	681
2024 Q4	$207K	Sell	720 -38	-5%	-$11.2K	0.02%	609
2024 Q3	$215K	Buy	+758	New	+$208K	0.02%	591
2024 Q2	–	Sell	-758	Closed	-$205K	–	633
2024 Q1	$205K	Buy	+758	New	+$194K	0.03%	562
2022 Q3	–	Sell	-973	Closed	-$201K	–	1066
2022 Q2	$201K	Buy	+973	New	+$217K	0.03%	607
2019 Q2	–	Sell	-467	Closed	-$92K	–	1184
2019 Q1	$92K	Sell	467 -109	-19%	-$20.7K	0.02%	721
2018 Q4	$97K	Sell	576 -16	-3%	-$2.98K	0.02%	672
2018 Q3	$127K	Hold	592	–	–	0.02%	668
2018 Q2	$121K	Hold	592	–	–	0.02%	657
2018 Q1	$113K	Buy	592 +2	+0.3%	+$384	0.02%	667
2017 Q4	$110K	Buy	+590	New	+$108K	0.02%	680

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

SeaCrest Wealth Management's IWO Position: Q2 2026 in Review

SeaCrest Wealth Management opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q2 2026: 617 shares worth $243K. The stake represents 0.03% of the portfolio and ranks #473 among its holdings. This is a return to the name: SeaCrest Wealth Management previously reported a position in IWO as recently as Q4 2025.

SeaCrest Wealth Management first reported a position in IWO in Q4 2017 and has held it in 13 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

SeaCrest Wealth Management held 617 shares of iShares Russell 2000 Growth ETF worth $243K as of Q2 2026.
iShares Russell 2000 Growth ETF was a new SeaCrest Wealth Management position in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.03% of SeaCrest Wealth Management's portfolio in Q2 2026, its #473 holding.
SeaCrest Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2017 and has held it in 13 quarters since.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.