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

Stratos Wealth Partners’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 		$3.92M Sell
12,502
-531
-4% -$177K 0.04% 383
2025
Q4 		$4.21M Buy
13,033
+2,125
+19% +$691K 0.05% 363
2025
Q3 		$3.49M Buy
10,908
+353
+3% +$106K 0.04% 396
2025
Q2 		$3.02M Sell
10,555
-399
-4% -$105K 0.04% 388
2025
Q1 		$2.8M Sell
10,954
-2,574
-19% -$726K 0.04% 367
2024
Q4 		$3.89M Buy
13,528
+559
+4% +$165K 0.06% 324
2024
Q3 		$3.68M Buy
12,969
+2,195
+20% +$601K 0.05% 324
2024
Q2 		$2.83M Buy
10,774
+173
+2% +$44.9K 0.05% 361
2024
Q1 		$2.87M Buy
10,601
+635
+6% +$162K 0.05% 358
2023
Q4 		$2.51M Buy
9,966
+2,594
+35% +$585K 0.05% 357
2023
Q3 		$1.65M Buy
7,372
+782
+12% +$187K 0.04% 415
2023
Q2 		$1.6M Buy
6,590
+236
+4% +$54.1K 0.04% 393
2023
Q1 		$1.44M Sell
6,354
-11
-0.2% -$2.52K 0.04% 385
2022
Q4 		$1.37M Sell
6,365
-323
-5% -$70.8K 0.03% 426
2022
Q3 		$1.38M Buy
6,688
+522
+8% +$117K 0.04% 396
2022
Q2 		$1.27M Buy
6,166
+215
+4% +$47.9K 0.03% 438
2022
Q1 		$1.52M Buy
5,951
+97
+2% +$24.8K 0.03% 436
2021
Q4 		$1.72M Buy
5,854
+51
+0.9% +$15.4K 0.04% 399
2021
Q3 		$1.7M Buy
5,803
+51
+0.9% +$15.3K 0.04% 356
2021
Q2 		$1.79M Buy
5,752
+168
+3% +$50.5K 0.04% 374
2021
Q1 		$1.68M Sell
5,584
-143
-2% -$44.4K 0.05% 355
2020
Q4 		$1.64M Sell
5,727
-155
-3% -$39.5K 0.05% 320
2020
Q3 		$1.3M Sell
5,882
-908
-13% -$199K 0.04% 340
2020
Q2 		$1.41M Sell
6,790
-518
-7% -$96.9K 0.05% 315
2020
Q1 		$1.16M Sell
7,308
-6,262
-46% -$1.24M 0.05% 299
2019
Q4 		$2.91M Buy
13,570
+624
+5% +$127K 0.11% 192
2019
Q3 		$2.5M Sell
12,946
-271
-2% -$53.7K 0.11% 205
2019
Q2 		$2.65M Sell
13,217
-687
-5% -$136K 0.12% 188
2019
Q1 		$2.73M Buy
13,904
+1,832
+15% +$349K 0.12% 182
2018
Q4 		$2.03M Sell
12,072
-6,211
-34% -$1.16M 0.1% 205
2018
Q3 		$3.93M Buy
18,283
+682
+4% +$145K 0.18% 121
2018
Q2 		$3.6M Buy
17,601
+397
+2% +$79.4K 0.16% 135
2018
Q1 		$3.28M Buy
17,204
+5,402
+46% +$1.04M 0.14% 154
2017
Q4 		$2.2M Buy
11,802
+159
+1% +$29K 0.1% 214
2017
Q3 		$2.08M Buy
11,643
+266
+2% +$45.2K 0.1% 209
2017
Q2 		$1.92M Sell
11,377
-77
-0.7% -$12.7K 0.1% 201
2017
Q1 		$1.85M Buy
11,454
+1,655
+17% +$263K 0.1% 191
2016
Q4 		$1.51M Buy
9,799
+745
+8% +$111K 0.09% 206
2016
Q3 		$1.35M Buy
9,054
+3,038
+50% +$443K 0.09% 201
2016
Q2 		$825K Buy
6,016
+994
+20% +$134K 0.06% 245
2016
Q1 		$666K Buy
5,022
+186
+4% +$23.2K 0.06% 243
2015
Q4 		$674K Sell
4,836
-64
-1% -$9.08K 0.06% 238
2015
Q3 		$656K Sell
4,900
-108
-2% -$16K 0.08% 208
2015
Q2 		$774K Buy
5,008
+252
+5% +$38.6K 0.1% 183
2015
Q1 		$719K Sell
4,756
-158
-3% -$23K 0.09% 221
2014
Q4 		$700K Buy
+4,914
New +$665K 0.13% 168

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 Partners's IWO Position: Q1 2026 in Review

Stratos Wealth Partners reduced its iShares Russell 2000 Growth ETF (IWO) stake by 4.1% in Q1 2026, selling an estimated $177K and leaving 12,502 shares worth $3.92M. The position accounts for 0.04% of the portfolio, ranked #383.

Stratos Wealth Partners first reported a position in IWO in Q4 2014 and has held it in 46 quarters since. The position peaked at $4.21M in Q4 2025. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Stratos Wealth Partners held 12,502 shares of iShares Russell 2000 Growth ETF worth $3.92M as of Q1 2026.
  • Stratos Wealth Partners sold 531 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $177K.
  • iShares Russell 2000 Growth ETF made up 0.04% of Stratos Wealth Partners's portfolio in Q1 2026, its #383 holding.
  • Stratos Wealth Partners first reported a position in iShares Russell 2000 Growth ETF in Q4 2014 and has held it in 46 quarters since.
  • Stratos Wealth Partners's iShares Russell 2000 Growth ETF position peaked at $4.21M in Q4 2025.
  • 1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

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