Wealthcare Advisory Partners’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Wealthcare Advisory Partners’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 Q2	$1.49M	Sell	3,780 -205	-5%	-$74.8K	0.03%	420
2026 Q1	$1.25M	Sell	3,985 -2,369	-37%	-$788K	0.02%	463
2025 Q4	$2.05M	Sell	6,354 -128	-2%	-$41.6K	0.04%	361
2025 Q3	$2.07M	Buy	6,482 +122	+2%	+$36.8K	0.04%	333
2025 Q2	$1.82M	Sell	6,360 -730	-10%	-$192K	0.04%	348
2025 Q1	$1.81M	Buy	7,090 +695	+11%	+$196K	0.05%	302
2024 Q4	$1.84M	Sell	6,395 -662	-9%	-$196K	0.05%	288
2024 Q3	$2M	Buy	7,057 +1,102	+19%	+$302K	0.06%	271
2024 Q2	$1.56M	Sell	5,955 -174	-3%	-$45.2K	0.05%	283
2024 Q1	$1.66M	Buy	6,129 +1,175	+24%	+$300K	0.05%	266
2023 Q4	$1.25M	Sell	4,954 -186	-4%	-$41.9K	0.05%	273
2023 Q3	$1.15M	Hold	5,140	–	–	0.05%	256
2023 Q2	$1.25M	Sell	5,140 -23	-0.4%	-$5.27K	0.06%	251
2023 Q1	$1.17M	Buy	5,163 +292	+6%	+$66.8K	0.05%	264
2022 Q4	$1.04M	Buy	4,871 +89	+2%	+$19.5K	0.05%	269
2022 Q3	$988K	Buy	4,782 +634	+15%	+$143K	0.06%	236
2022 Q2	$856K	Hold	4,148	–	–	0.05%	231
2022 Q1	$1.06M	Hold	4,148	–	–	0.06%	186
2021 Q4	$1.22M	Buy	4,148 +303	+8%	+$91.3K	0.07%	170
2021 Q3	$1.13M	Buy	3,845 +89	+2%	+$26.7K	0.07%	172
2021 Q2	$1.17M	Sell	3,756 -258	-6%	-$77.6K	0.08%	172
2021 Q1	$1.21M	Hold	4,014	–	–	0.09%	152
2020 Q4	$1.15M	Sell	4,014 -88	-2%	-$22.4K	0.1%	127
2020 Q3	$909K	Buy	+4,102	New	+$898K	0.1%	132
2020 Q2	–	Sell	-267	Closed	-$42K	–	864
2020 Q1	$42K	Buy	267 +4	+2%	+$794	0.01%	547
2019 Q4	$56K	Hold	263	–	–	0.01%	525
2019 Q3	$51K	Hold	263	–	–	0.01%	530
2019 Q2	$53K	Hold	263	–	–	0.01%	485
2019 Q1	$52K	Hold	263	–	–	0.01%	450
2018 Q4	$44K	Sell	263 -184	-41%	-$34.3K	0.01%	453
2018 Q3	$96K	Hold	447	–	–	0.02%	346
2018 Q2	$91K	Buy	447 +1	+0.2%	+$200	0.02%	345
2018 Q1	$85K	Buy	446 +300	+205%	+$57.6K	0.02%	308
2017 Q4	$27K	Hold	146	–	–	0.01%	478
2017 Q3	$26K	Buy	146 +26	+22%	+$4.42K	0.01%	390
2017 Q2	$20K	Hold	120	–	–	0.01%	66
2017 Q1	$19K	Buy	120 +13	+12%	+$2.06K	0.01%	65
2016 Q4	$16K	Hold	107	–	–	0.01%	70
2016 Q3	$16K	Hold	107	–	–	0.01%	58
2016 Q2	$15K	Buy	+107	New	+$14.4K	0.01%	71

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $1.15T AUM 47.82% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Wealthcare Advisory Partners's IWO Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its iShares Russell 2000 Growth ETF (IWO) stake by 5.1% in Q2 2026, selling an estimated $74.8K and leaving 3,780 shares worth $1.49M. The position accounts for 0.03% of the portfolio, ranked #420.

Wealthcare Advisory Partners first reported a position in IWO in Q2 2016 and has held it in 40 quarters since. The position peaked at $2.07M in Q3 2025. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Wealthcare Advisory Partners held 3,780 shares of iShares Russell 2000 Growth ETF worth $1.49M as of Q2 2026.
Wealthcare Advisory Partners sold 205 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $74.8K.
iShares Russell 2000 Growth ETF made up 0.03% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #420 holding.
Wealthcare Advisory Partners first reported a position in iShares Russell 2000 Growth ETF in Q2 2016 and has held it in 40 quarters since.
Wealthcare Advisory Partners's iShares Russell 2000 Growth ETF position peaked at $2.07M in Q3 2025.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.