Strategies Wealth Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Strategies Wealth 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	$571K	Sell	1,820 -485	-21%	-$161K	0.06%	93
2025 Q4	$745K	Sell	2,305 -212	-8%	-$69K	0.07%	70
2025 Q3	$805K	Buy	2,517 +31	+1%	+$9.35K	0.08%	72
2025 Q2	$711K	Sell	2,486 -290	-10%	-$76.3K	0.08%	77
2025 Q1	$709K	Buy	2,776 +1,275	+85%	+$360K	0.09%	71
2024 Q4	$447K	Buy	1,501 +4	+0.3%	+$1.18K	0.06%	86
2024 Q3	$425K	Sell	1,497 -3	-0.2%	-$822	0.06%	70
2024 Q2	$394K	Sell	1,500 -1,047	-41%	-$272K	0.06%	67
2024 Q1	$690K	Buy	+2,547	New	+$651K	0.11%	50
2022 Q1	–	Sell	-773	Closed	-$226K	–	88
2021 Q4	$226K	Buy	+773	New	+$233K	0.06%	76

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 $424B AUM 22.94% 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

Strategies Wealth Advisors's IWO Position: Q1 2026 in Review

Strategies Wealth Advisors reduced its iShares Russell 2000 Growth ETF (IWO) stake by 21% in Q1 2026, selling an estimated $161K and leaving 1,820 shares worth $571K. The position accounts for 0.06% of the portfolio, ranked #93.

Strategies Wealth Advisors first reported a position in IWO in Q4 2021 and has held it in 10 quarters since. The position peaked at $805K in Q3 2025. 1,021 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

Strategies Wealth Advisors held 1,820 shares of iShares Russell 2000 Growth ETF worth $571K as of Q1 2026.
Strategies Wealth Advisors sold 485 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $161K.
iShares Russell 2000 Growth ETF made up 0.06% of Strategies Wealth Advisors's portfolio in Q1 2026, its #93 holding.
Strategies Wealth Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2021 and has held it in 10 quarters since.
Strategies Wealth Advisors's iShares Russell 2000 Growth ETF position peaked at $805K in Q3 2025.
1,021 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Strategies Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.