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

Towerpoint Wealth’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 Q3	$344K	Sell	964 -9	-0.9%	-$3.4K	0.12%	84
2026 Q2	$383K	Hold	973	–	–	0.13%	78
2026 Q1	$305K	Sell	973 -6	-0.6%	-$2K	0.12%	73
2025 Q4	$316K	Sell	979 -46	-4%	-$15K	0.13%	71
2025 Q3	$328K	Sell	1,025 -2	-0.2%	-$603	0.13%	70
2025 Q2	$294K	Buy	+1,027	New	+$270K	0.13%	75
2022 Q2	–	Sell	-845	Closed	-$216K	–	92
2022 Q1	$216K	Sell	845 -170	-17%	-$43.5K	0.11%	82
2021 Q4	$297K	Sell	1,015 -110	-10%	-$33.2K	0.14%	68
2021 Q3	$330K	Sell	1,125 -341	-23%	-$102K	0.16%	59
2021 Q2	$457K	Sell	1,466 -64	-4%	-$19.3K	0.23%	50
2021 Q1	$460K	Sell	1,530 -140	-8%	-$43.5K	0.22%	49
2020 Q4	$479K	Sell	1,670 -20	-1%	-$5.1K	0.24%	44
2020 Q3	$374K	Sell	1,690 -210	-11%	-$46K	0.21%	44
2020 Q2	$393K	Sell	1,900 -35	-2%	-$6.55K	0.24%	42
2020 Q1	$306K	Sell	1,935 -25	-1%	-$4.96K	0.24%	41
2019 Q4	$420K	Sell	1,960 -10	-0.5%	-$2.03K	0.28%	34
2019 Q3	$380K	Sell	1,970 -25	-1%	-$4.96K	0.26%	34
2019 Q2	$406K	Sell	1,995 -30	-1%	-$5.93K	0.28%	32
2019 Q1	$398K	Hold	2,025	–	–	0.28%	33
2018 Q4	$340K	Sell	2,025 -378	-16%	-$70.5K	0.27%	34
2018 Q3	$517K	Sell	2,403 -45	-2%	-$9.6K	0.43%	22
2018 Q2	$500K	Sell	2,448 -380	-13%	-$76K	0.47%	23
2018 Q1	$539K	Hold	2,828	–	–	0.6%	24
2017 Q4	$528K	Buy	+2,828	New	+$516K	0.7%	21

Other funds holding IWO

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return

Vaughan & Co Securities Ridgewood, New Jersey $213M AUM 17.09% 1-Year Est. Return

Towerpoint Wealth's IWO Position: Q3 2026 in Review

Towerpoint Wealth reduced its iShares Russell 2000 Growth ETF (IWO) stake by 0.92% in Q3 2026, selling an estimated $3.4K and leaving 964 shares worth $344K. The position accounts for 0.12% of the portfolio, ranked #84.

Towerpoint Wealth first reported a position in IWO in Q4 2017 and has held it in 24 quarters since. The position peaked at $539K in Q1 2018. 428 funds tracked by Wall St. Rank hold IWO as of Q3 2026.

Towerpoint Wealth held 964 shares of iShares Russell 2000 Growth ETF worth $344K as of Q3 2026.
Towerpoint Wealth sold 9 iShares Russell 2000 Growth ETF shares in Q3 2026, an estimated $3.4K.
iShares Russell 2000 Growth ETF made up 0.12% of Towerpoint Wealth's portfolio in Q3 2026, its #84 holding.
Towerpoint Wealth first reported a position in iShares Russell 2000 Growth ETF in Q4 2017 and has held it in 24 quarters since.
Towerpoint Wealth's iShares Russell 2000 Growth ETF position peaked at $539K in Q1 2018.
428 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2026.

Based on Towerpoint Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.