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Sound Income Strategies’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Sound Income Strategies’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 		– Sell
-26
Closed -$8.65K – 2535
2025
Q4 		$9.14K Hold
26
– – ﹤0.01% 1527
2025
Q3 		$8.54K Sell
26
-7
-21% -$2.11K ﹤0.01% 1049
2025
Q2 		$9.47K Sell
33
-47
-59% -$12.4K ﹤0.01% 952
2025
Q1 		$20.5K Hold
80
– – ﹤0.01% 716
2024
Q4 		$23.1K Buy
+80
New +$23.7K ﹤0.01% 651
2024
Q3 		– Hold
0
– – – 1371
2024
Q2 		– Sell
-3
Closed -$779 – 1344
2024
Q1 		$852 Sell
3
-1
-25% -$256 ﹤0.01% 1190
2023
Q4 		$1.04K Buy
+4
New +$902 ﹤0.01% 1162
2022
Q4 		– Sell
-2
Closed – – 998
2022
Q3 		$0 Sell
2
-45
-96% -$10.1K ﹤0.01% 933
2022
Q2 		$10K Buy
47
+45
+2,250% +$10K ﹤0.01% 465
2022
Q1 		$1K Hold
2
– – ﹤0.01% 805
2021
Q4 		$1K Hold
2
– – ﹤0.01% 783
2021
Q3 		$1K Hold
2
– – ﹤0.01% 758
2021
Q2 		$1K Sell
2
-91
-98% -$27.4K ﹤0.01% 795
2021
Q1 		$28K Buy
93
+2
+2% +$621 ﹤0.01% 309
2020
Q4 		$26K Hold
91
– – 0.01% 283
2020
Q3 		$20K Hold
91
– – 0.01% 287
2020
Q2 		$19K Hold
91
– – 0.01% 282
2020
Q1 		$14K Buy
91
+1
+1% +$199 ﹤0.01% 300
2019
Q4 		$19K Hold
90
– – 0.01% 236
2019
Q3 		$17K Sell
90
-13
-13% -$2.58K 0.01% 232
2019
Q2 		$21K Hold
103
– – 0.01% 218
2019
Q1 		$20K Buy
103
+13
+14% +$2.47K 0.01% 231
2018
Q4 		$15K Sell
90
-56
-38% -$10.4K 0.01% 272
2018
Q3 		$31K Hold
146
– – 0.02% 187
2018
Q2 		$30K Buy
146
+38
+35% +$7.6K 0.02% 169
2018
Q1 		$21K Buy
+108
New +$20.7K 0.01% 191

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

Sound Income Strategies's IWO Position: Q1 2026 in Review

Sound Income Strategies sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2026, closing a stake of 26 shares — an estimated $8.65K sold.

Sound Income Strategies first reported a position in IWO in Q1 2018 and held it in 26 quarters. The position peaked at $31K in Q3 2018. 1,024 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Sound Income Strategies reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Sound Income Strategies sold 26 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $8.65K.
  • Sound Income Strategies first reported a position in iShares Russell 2000 Growth ETF in Q1 2018 and held it in 26 quarters.
  • Sound Income Strategies's iShares Russell 2000 Growth ETF position peaked at $31K in Q3 2018.
  • 1,024 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Sound Income Strategies's 13F filing for Q1 2026, filed 27 Apr 2026.