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Wedbush Securities’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Wedbush Securities’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 		$354K Hold
1,129
– – 0.01% 818
2025
Q4 		$365K Buy
1,129
+176
+18% +$57.2K 0.01% 798
2025
Q3 		$305K Hold
953
– – 0.01% 845
2025
Q2 		$272K Hold
953
– – 0.01% 889
2025
Q1 		$243K Hold
953
– – 0.01% 914
2024
Q4 		$274K Buy
953
+7
+0.7% +$2.07K 0.01% 861
2024
Q3 		$269K Hold
946
– – 0.01% 851
2024
Q2 		$248K Sell
946
-98
-9% -$25.4K 0.01% 963
2024
Q1 		$283K Buy
1,044
+199
+24% +$50.8K 0.01% 906
2023
Q4 		$213K Buy
+845
New +$190K 0.01% 933
2023
Q3 		– Sell
-1,045
Closed -$254K – 1080
2023
Q2 		$254K Hold
1,045
– – 0.01% 828
2023
Q1 		$237K Sell
1,045
-95
-8% -$21.7K 0.01% 853
2022
Q4 		$245K Hold
1,140
– – 0.01% 819
2022
Q3 		$236K Sell
1,140
-22
-2% -$4.95K 0.01% 821
2022
Q2 		$240K Sell
1,162
-31
-3% -$6.91K 0.01% 845
2022
Q1 		$305K Hold
1,193
– – 0.01% 783
2021
Q4 		$350K Sell
1,193
-9
-0.7% -$2.71K 0.02% 797
2021
Q3 		$353K Sell
1,202
-25
-2% -$7.51K 0.02% 776
2021
Q2 		$382K Hold
1,227
– – 0.02% 735
2021
Q1 		$369K Buy
+1,227
New +$381K 0.02% 711
2019
Q2 		– Sell
-2,000
Closed -$393K – 1013
2019
Q1 		$393K Buy
+2,000
New +$381K 0.04% 502
2018
Q4 		– Sell
-2,108
Closed -$453K – 885
2018
Q3 		$453K Buy
2,108
+223
+12% +$47.5K 0.05% 434
2018
Q2 		$385K Buy
+1,885
New +$377K 0.05% 462
2014
Q2 		– Sell
-2,400
Closed -$327K – 673
2014
Q1 		$327K Hold
2,400
– – 0.06% 346
2013
Q4 		$325K Hold
2,400
– – 0.08% 309
2013
Q3 		$302K Buy
+2,400
New +$289K 0.08% 296

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

Wedbush Securities's IWO Position: Q1 2026 in Review

Wedbush Securities held its iShares Russell 2000 Growth ETF (IWO) position steady in Q1 2026 at 1,129 shares worth $354K. The position accounts for 0.01% of the portfolio, ranked #818.

Wedbush Securities first reported a position in IWO in Q3 2013 and has held it in 26 quarters since. The position peaked at $453K in Q3 2018. 1,020 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Wedbush Securities held 1,129 shares of iShares Russell 2000 Growth ETF worth $354K as of Q1 2026.
  • Wedbush Securities left its iShares Russell 2000 Growth ETF share count unchanged in Q1 2026.
  • iShares Russell 2000 Growth ETF made up 0.01% of Wedbush Securities's portfolio in Q1 2026, its #818 holding.
  • Wedbush Securities first reported a position in iShares Russell 2000 Growth ETF in Q3 2013 and has held it in 26 quarters since.
  • Wedbush Securities's iShares Russell 2000 Growth ETF position peaked at $453K in Q3 2018.
  • 1,020 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.