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 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 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

Wealthspire Advisors (New York)'s IWO Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its iShares Russell 2000 Growth ETF (IWO) stake by 1.3% in Q1 2026, selling an estimated $219K and leaving 48,736 shares worth $15.3M. The position accounts for 0.12% of the portfolio, ranked #87.

Wealthspire Advisors (New York) first reported a position in IWO in Q4 2018 and has held it in 24 quarters since. The position peaked at $16M in Q4 2025. 1,020 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

Wealthspire Advisors (New York) held 48,736 shares of iShares Russell 2000 Growth ETF worth $15.3M as of Q1 2026.
Wealthspire Advisors (New York) sold 659 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $219K.
iShares Russell 2000 Growth ETF made up 0.12% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #87 holding.
Wealthspire Advisors (New York) first reported a position in iShares Russell 2000 Growth ETF in Q4 2018 and has held it in 24 quarters since.
Wealthspire Advisors (New York)'s iShares Russell 2000 Growth ETF position peaked at $16M in Q4 2025.
1,020 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.