WealthShield Partners’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $12.6K | Sell |
32
-462
| -94% | -$169K | ﹤0.01% | 321 |
|
|
2026
Q1 | $155K | Sell |
494
-8
| -2% | -$2.66K | 0.02% | 373 |
|
|
2025
Q4 | $162K | Hold |
502
| – | – | 0.02% | 360 |
|
|
2025
Q3 | $161K | Hold |
502
| – | – | 0.02% | 359 |
|
|
2025
Q2 | $144K | Sell |
502
-29
| -5% | -$7.63K | 0.02% | 350 |
|
|
2025
Q1 | $136K | Sell |
531
-1
| -0.2% | -$282 | 0.02% | 346 |
|
|
2024
Q4 | $153K | Hold |
532
| – | – | 0.02% | 308 |
|
|
2024
Q3 | $151K | Hold |
532
| – | – | 0.02% | 319 |
|
|
2024
Q2 | $140K | Hold |
532
| – | – | 0.02% | 303 |
|
|
2024
Q1 | $144K | Sell |
532
-34
| -6% | -$8.69K | 0.02% | 294 |
|
|
2023
Q4 | $143K | Sell |
566
-8,190
| -94% | -$1.85M | 0.02% | 296 |
|
|
2023
Q3 | $1.97M | Buy |
8,756
+744
| +9% | +$178K | 0.3% | 94 |
|
|
2023
Q2 | $1.94M | Buy |
8,012
+758
| +10% | +$174K | 0.29% | 89 |
|
|
2023
Q1 | $1.65M | Buy |
7,254
+668
| +10% | +$153K | 0.27% | 103 |
|
|
2022
Q4 | $1.41M | Buy |
6,586
+658
| +11% | +$144K | 0.27% | 107 |
|
|
2022
Q3 | $1.23M | Buy |
5,928
+1,531
| +35% | +$345K | 0.24% | 106 |
|
|
2022
Q2 | $907K | Buy |
4,397
+2,676
| +155% | +$597K | 0.18% | 137 |
|
|
2022
Q1 | $440K | Sell |
1,721
-361
| -17% | -$92.4K | 0.07% | 248 |
|
|
2021
Q4 | $610K | Buy |
+2,082
| New | +$627K | 0.1% | 175 |
|
|
2021
Q3 | – | Sell |
-114
| Closed | -$36K | – | 487 |
|
|
2021
Q2 | $36K | Sell |
114
-401
| -78% | -$121K | 0.01% | 544 |
|
|
2021
Q1 | $155K | Buy |
+515
| New | +$160K | 0.03% | 283 |
|
|
2020
Q4 | – | Sell |
-47
| Closed | -$10K | – | 349 |
|
|
2020
Q3 | $10K | Hold |
47
| – | – | ﹤0.01% | 348 |
|
|
2020
Q2 | $10K | Hold |
47
| – | – | ﹤0.01% | 294 |
|
|
2020
Q1 | $7K | Sell |
47
-82
| -64% | -$16.3K | ﹤0.01% | 229 |
|
|
2019
Q4 | $28K | Hold |
129
| – | – | 0.01% | 225 |
|
|
2019
Q3 | $25K | Hold |
129
| – | – | 0.01% | 216 |
|
|
2019
Q2 | $26K | Sell |
129
-9
| -7% | -$1.78K | 0.02% | 189 |
|
|
2019
Q1 | $27K | Sell |
138
-56
| -29% | -$10.7K | 0.02% | 211 |
|
|
2018
Q4 | $33K | Hold |
194
| – | – | 0.02% | 174 |
|
|
2018
Q3 | $42K | Hold |
194
| – | – | 0.02% | 171 |
|
|
2018
Q2 | $40K | Hold |
194
| – | – | 0.02% | 163 |
|
|
2018
Q1 | $37K | Hold |
194
| – | – | 0.02% | 160 |
|
|
2017
Q4 | $37K | Buy |
+194
| New | +$35.4K | 0.02% | 160 |
|
Other funds holding IWO
B
CCWM
DADC
WealthShield Partners's IWO Position: Q2 2026 in Review
WealthShield Partners reduced its iShares Russell 2000 Growth ETF (IWO) stake by 94% in Q2 2026, selling an estimated $169K and leaving 32 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #321.
WealthShield Partners first reported a position in IWO in Q4 2017 and has held it in 33 quarters since. The position peaked at $1.97M in Q3 2023. 1,106 funds tracked by Wall St. Rank hold IWO as of Q2 2026.
- WealthShield Partners held 32 shares of iShares Russell 2000 Growth ETF worth $12.6K as of Q2 2026.
- WealthShield Partners sold 462 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $169K.
- iShares Russell 2000 Growth ETF made up ﹤0.01% of WealthShield Partners's portfolio in Q2 2026, its #321 holding.
- WealthShield Partners first reported a position in iShares Russell 2000 Growth ETF in Q4 2017 and has held it in 33 quarters since.
- WealthShield Partners's iShares Russell 2000 Growth ETF position peaked at $1.97M in Q3 2023.
- 1,106 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.
Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.