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IWO icon

Sunbelt Securities’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Sunbelt Securities’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 		$41.6K Sell
133
-2
-1% -$665 ﹤0.01% 1068
2025
Q4 		$43.5K Hold
135
– – ﹤0.01% 1030
2025
Q3 		$43.1K Sell
135
-20
-13% -$6.03K ﹤0.01% 1037
2025
Q2 		$44.7K Buy
155
+12
+8% +$3.16K ﹤0.01% 969
2025
Q1 		$36.4K Sell
143
-12
-8% -$3.39K ﹤0.01% 980
2024
Q4 		$44.8K Sell
155
-95
-38% -$28.1K ﹤0.01% 967
2024
Q3 		$71.1K Buy
250
+25
+11% +$6.85K 0.01% 848
2024
Q2 		$59.1K Sell
225
-1,493
-87% -$388K 0.01% 860
2024
Q1 		$465K Buy
1,718
+1,316
+327% +$336K 0.05% 344
2023
Q4 		$101K Sell
402
-4
-1% -$902 0.01% 674
2023
Q3 		$90.9K Sell
406
-110
-21% -$26.3K 0.01% 678
2023
Q2 		$125K Buy
516
+92
+22% +$21.1K 0.02% 581
2023
Q1 		$94.3K Buy
+424
New +$97K 0.02% 597
2022
Q2 		– Sell
-1,033
Closed -$267K – 467
2022
Q1 		$267K Sell
1,033
-93
-8% -$23.8K 0.05% 383
2021
Q4 		$288K Sell
1,126
-975
-46% -$294K 0.05% 376
2021
Q3 		$609K Hold
2,101
– – 0.11% 222
2021
Q2 		$609K Sell
2,101
-347
-14% -$104K 0.11% 222
2021
Q1 		$736K Buy
2,448
+1,011
+70% +$314K 0.15% 177
2020
Q4 		$412K Buy
+1,437
New +$366K 0.09% 260
2020
Q2 		– Sell
-6,750
Closed -$1.32M – 334
2020
Q1 		$1.32M Buy
6,750
+5,157
+324% +$1.02M 0.06% 124
2019
Q4 		$341K Buy
1,593
+339
+27% +$68.8K 0.04% 416
2019
Q3 		$242K Buy
1,254
+17
+1% +$3.37K 0.03% 472
2019
Q2 		$249K Buy
1,237
+21
+2% +$4.15K 0.11% 229
2019
Q1 		$239K Buy
+1,216
New +$231K 0.12% 204
2018
Q4 		– Sell
-1,000
Closed -$215K – 231
2018
Q3 		$215K Buy
1,000
+16
+2% +$3.41K 0.12% 204
2018
Q2 		$201K Buy
+984
New +$197K 0.12% 204

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

Sunbelt Securities's IWO Position: Q1 2026 in Review

Sunbelt Securities reduced its iShares Russell 2000 Growth ETF (IWO) stake by 1.5% in Q1 2026, selling an estimated $665 and leaving 133 shares worth $41.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1068.

Sunbelt Securities first reported a position in IWO in Q2 2018 and has held it in 26 quarters since. The position peaked at $1.32M in Q1 2020. 1,020 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Sunbelt Securities held 133 shares of iShares Russell 2000 Growth ETF worth $41.6K as of Q1 2026.
  • Sunbelt Securities sold 2 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $665.
  • iShares Russell 2000 Growth ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1068 holding.
  • Sunbelt Securities first reported a position in iShares Russell 2000 Growth ETF in Q2 2018 and has held it in 26 quarters since.
  • Sunbelt Securities's iShares Russell 2000 Growth ETF position peaked at $1.32M in Q1 2020.
  • 1,020 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.