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

Stratos 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 		– Sell
-1,638
Closed -$529K – 644
2025
Q4 		$529K Sell
1,638
-38
-2% -$12.4K 0.03% 421
2025
Q3 		$537K Hold
1,676
– – 0.03% 450
2025
Q2 		$479K Buy
1,676
+12
+0.7% +$3.16K 0.03% 458
2025
Q1 		$425K Buy
+1,664
New +$470K 0.02% 472
2024
Q4 		– Sell
-3,198
Closed -$908K – 751
2024
Q3 		$908K Buy
+3,198
New +$876K 0.04% 374
2024
Q1 		– Sell
-1,693
Closed -$427K – 701
2023
Q4 		$427K Sell
1,693
-124
-7% -$28K 0.02% 490
2023
Q3 		$407K Buy
1,817
+699
+63% +$167K 0.03% 461
2023
Q2 		$271K Buy
+1,118
New +$256K 0.02% 532
2022
Q2 		– Sell
-1,047
Closed -$268K – 530
2022
Q1 		$268K Sell
1,047
-10,087
-91% -$2.58M 0.02% 462
2021
Q4 		$3.26M Buy
11,134
+3,582
+47% +$1.08M 0.23% 124
2021
Q3 		$2.22M Buy
7,552
+2,229
+42% +$670K 0.19% 149
2021
Q2 		$1.66M Buy
5,323
+445
+9% +$134K 0.15% 182
2021
Q1 		$1.47M Sell
4,878
-151
-3% -$46.9K 0.16% 168
2020
Q4 		$1.44M Buy
+5,029
New +$1.28M 0.2% 124

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 $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $4.69B AUM 20.56% 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 $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

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

Stratos Wealth Advisors sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2026, closing a stake of 1,638 shares — an estimated $529K sold.

Stratos Wealth Advisors first reported a position in IWO in Q4 2020 and held it in 14 quarters. The position peaked at $3.26M in Q4 2021. 1,021 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Stratos Wealth Advisors reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Stratos Wealth Advisors sold 1,638 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $529K.
  • Stratos Wealth Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2020 and held it in 14 quarters.
  • Stratos Wealth Advisors's iShares Russell 2000 Growth ETF position peaked at $3.26M in Q4 2021.
  • 1,021 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.