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

Spire 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 		$268K Sell
681
-1,820
-73% -$664K 0.01% 702
2026
Q1 		$785K Buy
2,501
+17
+0.7% +$5.66K 0.03% 427
2025
Q4 		$802K Sell
2,484
-1,252
-34% -$407K 0.03% 441
2025
Q3 		$1.2M Buy
3,736
+313
+9% +$94.4K 0.04% 344
2025
Q2 		$979K Buy
3,423
+666
+24% +$175K 0.04% 364
2025
Q1 		$705K Sell
2,757
-346
-11% -$97.7K 0.02% 482
2024
Q4 		$893K Buy
3,103
+2,013
+185% +$595K 0.03% 419
2024
Q3 		$309K Buy
1,090
+18
+2% +$4.93K 0.01% 633
2024
Q2 		$282K Sell
1,072
-4,061
-79% -$1.05M 0.01% 631
2024
Q1 		$1.39M Sell
5,133
-207
-4% -$52.9K 0.03% 302
2023
Q4 		$1.3M Buy
5,340
+816
+18% +$184K 0.04% 306
2023
Q3 		$1.01M Buy
4,524
+45
+1% +$10.8K 0.04% 321
2023
Q2 		$1.09M Sell
4,479
-559
-11% -$128K 0.04% 336
2023
Q1 		$1.14M Sell
5,038
-375
-7% -$85.8K 0.04% 323
2022
Q4 		$1.16M Sell
5,413
-153
-3% -$33.5K 0.07% 218
2022
Q3 		$1.15M Buy
5,566
+3,855
+225% +$868K 0.07% 192
2022
Q2 		$353K Sell
1,711
-163
-9% -$36.3K 0.01% 581
2022
Q1 		$479K Sell
1,874
-3,977
-68% -$1.02M 0.01% 591
2021
Q4 		$1.72M Buy
5,851
+64
+1% +$19.3K 0.04% 337
2021
Q3 		$1.7M Buy
5,787
+156
+3% +$46.9K 0.05% 312
2021
Q2 		$1.75M Sell
5,631
-53
-0.9% -$15.9K 0.05% 317
2021
Q1 		$1.71M Buy
+5,684
New +$1.76M 0.05% 316

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
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

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

Spire Wealth Management reduced its iShares Russell 2000 Growth ETF (IWO) stake by 73% in Q2 2026, selling an estimated $664K and leaving 681 shares worth $268K. The position accounts for 0.01% of the portfolio, ranked #702.

Spire Wealth Management first reported a position in IWO in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.75M in Q2 2021. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Spire Wealth Management held 681 shares of iShares Russell 2000 Growth ETF worth $268K as of Q2 2026.
  • Spire Wealth Management sold 1,820 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $664K.
  • iShares Russell 2000 Growth ETF made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #702 holding.
  • Spire Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's iShares Russell 2000 Growth ETF position peaked at $1.75M in Q2 2021.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.