ViaWealth’s iShares Russell 2000 Growth ETF IWO Stock Holding History

ViaWealth’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	$244K	Hold	778	–	–	0.14%	145
2025 Q4	$251K	Sell	778 -148	-16%	-$48.1K	0.14%	136
2025 Q3	$296K	Hold	926	–	–	0.16%	136
2025 Q2	$265K	Hold	926	–	–	0.16%	135
2025 Q1	$237K	Hold	926	–	–	0.15%	141
2024 Q4	$267K	Hold	926	–	–	0.16%	135
2024 Q3	$263K	Hold	926	–	–	0.15%	139
2024 Q2	$243K	Hold	926	–	–	0.15%	145
2024 Q1	$251K	Hold	926	–	–	0.16%	142
2023 Q4	$234K	Hold	926	–	–	0.16%	141
2023 Q3	$208K	Hold	926	–	–	0.15%	151
2023 Q2	$225K	Hold	926	–	–	0.17%	140
2023 Q1	$210K	Hold	926	–	–	0.17%	143
2022 Q4	$203K	Buy	+926	New	+$203K	0.17%	153

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

ViaWealth's IWO Position: Q1 2026 in Review

ViaWealth held its iShares Russell 2000 Growth ETF (IWO) position steady in Q1 2026 at 778 shares worth $244K. The position accounts for 0.14% of the portfolio, ranked #145.

ViaWealth first reported a position in IWO in Q4 2022 and has held it in 14 quarters since. The position peaked at $296K in Q3 2025. 1,020 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

ViaWealth held 778 shares of iShares Russell 2000 Growth ETF worth $244K as of Q1 2026.
ViaWealth left its iShares Russell 2000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 2000 Growth ETF made up 0.14% of ViaWealth's portfolio in Q1 2026, its #145 holding.
ViaWealth first reported a position in iShares Russell 2000 Growth ETF in Q4 2022 and has held it in 14 quarters since.
ViaWealth's iShares Russell 2000 Growth ETF position peaked at $296K in Q3 2025.
1,020 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on ViaWealth's 13F filing for Q1 2026, filed 11 May 2026.