Vawter Financial’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Vawter Financial’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	$1.4M	Sell	4,462 -99	-2%	-$32.9K	0.59%	33
2025 Q4	$1.47M	Sell	4,561 -55	-1%	-$17.9K	0.62%	33
2025 Q3	$1.48M	Buy	+4,616	New	+$1.39M	0.67%	32
2025 Q2	–	Sell	-4,616	Closed	-$1.18M	–	60
2025 Q1	$1.18M	Sell	4,616 -300	-6%	-$84.7K	0.66%	33
2024 Q4	$1.41M	Sell	4,916 -68	-1%	-$20.1K	0.85%	30
2024 Q3	$1.42M	Hold	4,984	–	–	0.86%	30
2024 Q2	$1.31M	Buy	4,984 +522	+12%	+$136K	0.9%	26
2024 Q1	$1.21M	Sell	4,462 -845	-16%	-$216K	0.88%	25
2023 Q4	$1.34M	Hold	5,307	–	–	1.05%	22
2023 Q3	$1.19M	Hold	5,307	–	–	1.35%	19
2023 Q2	$1.29M	Hold	5,307	–	–	1.11%	20
2023 Q1	$1.2M	Sell	5,307 -19	-0.4%	-$4.35K	1.22%	18
2022 Q4	$1.14M	Buy	+5,326	New	+$1.17M	1.33%	17

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

Vawter Financial's IWO Position: Q1 2026 in Review

Vawter Financial reduced its iShares Russell 2000 Growth ETF (IWO) stake by 2.2% in Q1 2026, selling an estimated $32.9K and leaving 4,462 shares worth $1.4M. The position accounts for 0.59% of the portfolio, ranked #33.

Vawter Financial first reported a position in IWO in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.48M in Q3 2025. 1,020 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

Vawter Financial held 4,462 shares of iShares Russell 2000 Growth ETF worth $1.4M as of Q1 2026.
Vawter Financial sold 99 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $32.9K.
iShares Russell 2000 Growth ETF made up 0.59% of Vawter Financial's portfolio in Q1 2026, its #33 holding.
Vawter Financial first reported a position in iShares Russell 2000 Growth ETF in Q4 2022 and has held it in 13 quarters since.
Vawter Financial's iShares Russell 2000 Growth ETF position peaked at $1.48M in Q3 2025.
1,020 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Vawter Financial's 13F filing for Q1 2026, filed 15 May 2026.