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Western Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Western Wealth Management’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 		$240K Sell
766
-26
-3% -$8.65K 0.01% 863
2025
Q4 		$256K Buy
+792
New +$258K 0.01% 712
2023
Q2 		– Sell
-1,008
Closed -$229K – 660
2023
Q1 		$229K Buy
1,008
+1
+0.1% +$229 0.02% 573
2022
Q4 		$216K Sell
1,007
-1,105
-52% -$242K 0.02% 553
2022
Q3 		$435K Sell
2,112
-198
-9% -$44.6K 0.02% 535
2022
Q2 		$475K Buy
2,310
+58
+3% +$12.9K 0.03% 493
2022
Q1 		$576K Buy
2,252
+1,028
+84% +$263K 0.03% 484
2021
Q4 		$360K Buy
+1,224
New +$369K 0.04% 410
2021
Q2 		$402K Sell
1,288
-145
-10% -$43.6K 0.04% 416
2021
Q1 		$431K Sell
1,433
-796
-36% -$247K 0.06% 319
2020
Q4 		$639K Buy
2,229
+1,081
+94% +$276K 0.09% 215
2020
Q3 		$254K Sell
1,148
-400
-26% -$87.5K 0.04% 366
2020
Q2 		$320K Buy
1,548
+1
+0.1% +$187 0.06% 302
2020
Q1 		$244K Sell
1,547
-3
-0.2% -$596 0.06% 302
2019
Q4 		$332K Sell
1,550
-140
-8% -$28.4K 0.05% 292
2019
Q3 		$325K Sell
1,690
-40
-2% -$7.93K 0.07% 273
2019
Q2 		$346K Buy
1,730
+350
+25% +$69.2K 0.05% 282
2019
Q1 		$272K Buy
1,380
+43
+3% +$8.18K 0.06% 304
2018
Q4 		$225K Buy
+1,337
New +$249K 0.06% 303

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

Western Wealth Management's IWO Position: Q1 2026 in Review

Western Wealth Management reduced its iShares Russell 2000 Growth ETF (IWO) stake by 3.3% in Q1 2026, selling an estimated $8.65K and leaving 766 shares worth $240K. The position accounts for 0.01% of the portfolio, ranked #863.

Western Wealth Management first reported a position in IWO in Q4 2018 and has held it in 19 quarters since. The position peaked at $639K in Q4 2020. 1,020 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Western Wealth Management held 766 shares of iShares Russell 2000 Growth ETF worth $240K as of Q1 2026.
  • Western Wealth Management sold 26 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $8.65K.
  • iShares Russell 2000 Growth ETF made up 0.01% of Western Wealth Management's portfolio in Q1 2026, its #863 holding.
  • Western Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2018 and has held it in 19 quarters since.
  • Western Wealth Management's iShares Russell 2000 Growth ETF position peaked at $639K in Q4 2020.
  • 1,020 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.