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 Q2	$282K	Sell	716 -50	-7%	-$18.2K	0.01%	848
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Western Wealth Management's IWO Position: Q2 2026 in Review

Western Wealth Management reduced its iShares Russell 2000 Growth ETF (IWO) stake by 6.5% in Q2 2026, selling an estimated $18.2K and leaving 716 shares worth $282K. The position accounts for 0.01% of the portfolio, ranked #848.

Western Wealth Management first reported a position in IWO in Q4 2018 and has held it in 20 quarters since. The position peaked at $639K in Q4 2020. 1,105 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Western Wealth Management held 716 shares of iShares Russell 2000 Growth ETF worth $282K as of Q2 2026.
Western Wealth Management sold 50 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $18.2K.
iShares Russell 2000 Growth ETF made up 0.01% of Western Wealth Management's portfolio in Q2 2026, its #848 holding.
Western Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2018 and has held it in 20 quarters since.
Western Wealth Management's iShares Russell 2000 Growth ETF position peaked at $639K in Q4 2020.
1,105 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.