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Wealthspire Advisors (New York)’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Wealthspire Advisors (New York)’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 		$19M Sell
48,319
-417
-0.9% -$152K 0.1% 122
2026
Q1 		$15.3M Sell
48,736
-659
-1% -$219K 0.12% 87
2025
Q4 		$16M Buy
49,395
+1,059
+2% +$344K 0.13% 86
2025
Q3 		$15.5M Buy
48,336
+296
+0.6% +$89.3K 0.08% 94
2025
Q2 		$13.7M Sell
48,040
-1,199
-2% -$316K 0.08% 95
2025
Q1 		$12.6M Buy
49,239
+5,114
+12% +$1.44M 0.08% 100
2024
Q4 		$12.7M Buy
44,125
+1,888
+4% +$559K 0.13% 83
2024
Q3 		$12M Buy
42,237
+4,040
+11% +$1.11M 0.12% 86
2024
Q2 		$10M Buy
38,197
+3,343
+10% +$868K 0.13% 78
2024
Q1 		$9.44M Buy
34,854
+2,301
+7% +$588K 0.13% 80
2023
Q4 		$8.21M Sell
32,553
-752
-2% -$170K 0.12% 82
2023
Q3 		$7.47M Buy
33,305
+28,005
+528% +$6.7M 0.12% 84
2023
Q2 		$1.29M Buy
5,300
+1
+0% +$229 0.02% 215
2023
Q1 		$1.2M Buy
5,299
+315
+6% +$72.1K 0.02% 218
2022
Q4 		$1.07M Sell
4,984
-51
-1% -$11.2K 0.02% 249
2022
Q3 		$1.04M Buy
5,035
+3,696
+276% +$832K 0.02% 221
2022
Q2 		$276K Buy
1,339
+1
+0.1% +$223 0.01% 417
2022
Q1 		$342K Sell
1,338
-1,851
-58% -$474K 0.01% 333
2021
Q4 		$935K Buy
3,189
+1
+0% +$301 0.02% 237
2021
Q3 		$936K Buy
3,188
+251
+9% +$75.4K 0.02% 257
2021
Q2 		$915K Buy
2,937
+1,729
+143% +$520K 0.02% 169
2021
Q1 		$363K Buy
1,208
+252
+26% +$78.2K 0.01% 494
2020
Q4 		$274K Buy
+956
New +$244K 0.01% 466
2020
Q2 		– Sell
-5,510
Closed -$872K – 409
2020
Q1 		$872K Buy
+5,510
New +$1.09M 0.04% 217
2019
Q1 		– Sell
-99
Closed -$17K – 424
2018
Q4 		$17K Buy
+99
New +$18.5K ﹤0.01% 379

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Goldman Sachs
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
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

Wealthspire Advisors (New York)'s IWO Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its iShares Russell 2000 Growth ETF (IWO) stake by 0.86% in Q2 2026, selling an estimated $152K and leaving 48,319 shares worth $19M. The position accounts for 0.1% of the portfolio, ranked #122.

Wealthspire Advisors (New York) first reported a position in IWO in Q4 2018 and has held it in 25 quarters since. 1,106 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Wealthspire Advisors (New York) held 48,319 shares of iShares Russell 2000 Growth ETF worth $19M as of Q2 2026.
  • Wealthspire Advisors (New York) sold 417 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $152K.
  • iShares Russell 2000 Growth ETF made up 0.1% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #122 holding.
  • Wealthspire Advisors (New York) first reported a position in iShares Russell 2000 Growth ETF in Q4 2018 and has held it in 25 quarters since.
  • 1,106 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.