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

Wealthspan 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 		$290K Buy
923
+58
+7% +$19.3K 0.1% 104
2025
Q4 		$279K Buy
865
+41
+5% +$13.3K 0.1% 106
2025
Q3 		$264K Sell
824
-120
-13% -$36.2K 0.1% 106
2025
Q2 		$270K Buy
+944
New +$248K 0.11% 98

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

Wealthspan Partners's IWO Position: Q1 2026 in Review

Wealthspan Partners increased its iShares Russell 2000 Growth ETF (IWO) stake by 6.7% in Q1 2026, buying an estimated $19.3K and bringing the position to 923 shares worth $290K. The position accounts for 0.1% of the portfolio, ranked #104.

Wealthspan Partners first reported a position in IWO in Q2 2025 and has held it in 4 quarters since. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Wealthspan Partners held 923 shares of iShares Russell 2000 Growth ETF worth $290K as of Q1 2026.
  • Wealthspan Partners bought 58 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $19.3K.
  • iShares Russell 2000 Growth ETF made up 0.1% of Wealthspan Partners's portfolio in Q1 2026, its #104 holding.
  • Wealthspan Partners first reported a position in iShares Russell 2000 Growth ETF in Q2 2025 and has held it in 4 quarters since.
  • 1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Wealthspan Partners's 13F filing for Q1 2026, filed 8 Apr 2026.