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

Tradition Wealth Management’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	$3.68M	Buy	11,728 +51	+0.4%	+$17K	0.26%	81
2025 Q4	$3.77M	Sell	11,677 -1	-0%	-$325	0.27%	84
2025 Q3	$3.74M	Sell	11,678 -11	-0.1%	-$3.32K	0.28%	82
2025 Q2	$3.34M	Buy	11,689 +1	+0%	+$263	0.27%	82
2025 Q1	$2.99M	Sell	11,688 -206	-2%	-$58.1K	0.26%	83
2024 Q4	$3.42M	Sell	11,894 -152	-1%	-$45K	0.3%	75
2024 Q3	$3.42M	Sell	12,046 -146	-1%	-$40K	0.3%	74
2024 Q2	$3.2M	Sell	12,192 -66	-0.5%	-$17.1K	0.31%	74
2024 Q1	$3.32M	Buy	+12,258	New	+$3.13M	0.34%	66
2022 Q2	–	Sell	-13,175	Closed	-$3.37M	–	1115
2022 Q1	$3.37M	Buy	13,175 +38	+0.3%	+$9.73K	0.43%	59
2021 Q4	$3.85M	Sell	13,137 -2,608	-17%	-$786K	0.48%	56
2021 Q3	$4.62M	Buy	15,745 +5,066	+47%	+$1.52M	0.66%	46
2021 Q2	$3.33M	Buy	10,679 +2,618	+32%	+$788K	0.5%	56
2021 Q1	$2.42M	Buy	8,061 +165	+2%	+$51.2K	0.42%	69
2020 Q4	$2.26M	Buy	+7,896	New	+$2.01M	0.44%	60

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 $374B AUM 17.66% 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

Tradition Wealth Management's IWO Position: Q1 2026 in Review

Tradition Wealth Management increased its iShares Russell 2000 Growth ETF (IWO) stake by 0.44% in Q1 2026, buying an estimated $17K and bringing the position to 11,728 shares worth $3.68M. The position accounts for 0.26% of the portfolio, ranked #81.

Tradition Wealth Management first reported a position in IWO in Q4 2020 and has held it in 15 quarters since. The position peaked at $4.62M in Q3 2021. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

Tradition Wealth Management held 11,728 shares of iShares Russell 2000 Growth ETF worth $3.68M as of Q1 2026.
Tradition Wealth Management bought 51 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $17K.
iShares Russell 2000 Growth ETF made up 0.26% of Tradition Wealth Management's portfolio in Q1 2026, its #81 holding.
Tradition Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2020 and has held it in 15 quarters since.
Tradition Wealth Management's iShares Russell 2000 Growth ETF position peaked at $4.62M in Q3 2021.
1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

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