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

SHP 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 		$59.6K Buy
190
+7
+4% +$2.33K ﹤0.01% 461
2025
Q4 		$59.1K Buy
+183
New +$59.5K ﹤0.01% 444

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 $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $5.32B AUM 22.63% 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 $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM

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

SHP Wealth Management increased its iShares Russell 2000 Growth ETF (IWO) stake by 3.8% in Q1 2026, buying an estimated $2.33K and bringing the position to 190 shares worth $59.6K. The position accounts for ﹤0.01% of the portfolio, ranked #461.

SHP Wealth Management first reported a position in IWO in Q4 2025 and has held it in 2 quarters since. 1,024 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • SHP Wealth Management held 190 shares of iShares Russell 2000 Growth ETF worth $59.6K as of Q1 2026.
  • SHP Wealth Management bought 7 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $2.33K.
  • iShares Russell 2000 Growth ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #461 holding.
  • SHP Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,024 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.