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

WealthShield 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 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

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

WealthShield Partners's IWO Position: Q1 2026 in Review

WealthShield Partners reduced its iShares Russell 2000 Growth ETF (IWO) stake by 1.6% in Q1 2026, selling an estimated $2.66K and leaving 494 shares worth $155K. The position accounts for 0.02% of the portfolio, ranked #373.

WealthShield Partners first reported a position in IWO in Q4 2017 and has held it in 32 quarters since. The position peaked at $1.97M in Q3 2023. 1,021 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

WealthShield Partners held 494 shares of iShares Russell 2000 Growth ETF worth $155K as of Q1 2026.
WealthShield Partners sold 8 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $2.66K.
iShares Russell 2000 Growth ETF made up 0.02% of WealthShield Partners's portfolio in Q1 2026, its #373 holding.
WealthShield Partners first reported a position in iShares Russell 2000 Growth ETF in Q4 2017 and has held it in 32 quarters since.
WealthShield Partners's iShares Russell 2000 Growth ETF position peaked at $1.97M in Q3 2023.
1,021 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.