U.S. Capital Wealth Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

U.S. Capital 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	$218K	Sell	695 -1,655	-70%	-$551K	0.01%	925
2025 Q4	$759K	Buy	+2,350	New	+$764K	0.02%	557
2023 Q1	–	Sell	-287	Closed	-$61.6K	–	1081
2022 Q4	$61.6K	Buy	+287	New	+$62.9K	﹤0.01%	831

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 $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

U.S. Capital Wealth Advisors's IWO Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its iShares Russell 2000 Growth ETF (IWO) stake by 70% in Q1 2026, selling an estimated $551K and leaving 695 shares worth $218K. The position accounts for 0.01% of the portfolio, ranked #925.

U.S. Capital Wealth Advisors first reported a position in IWO in Q4 2022 and has held it in 3 quarters since. The position peaked at $759K in Q4 2025. 1,024 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

U.S. Capital Wealth Advisors held 695 shares of iShares Russell 2000 Growth ETF worth $218K as of Q1 2026.
U.S. Capital Wealth Advisors sold 1,655 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $551K.
iShares Russell 2000 Growth ETF made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #925 holding.
U.S. Capital Wealth Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2022 and has held it in 3 quarters since.
U.S. Capital Wealth Advisors's iShares Russell 2000 Growth ETF position peaked at $759K in Q4 2025.
1,024 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.