WFS
IWO icon

Widmann Financial Services’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Widmann Financial Services’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 		$2.89M Buy
9,208
+14
+0.2% +$4.66K 1.72% 16
2025
Q4 		$2.97M Buy
9,194
+85
+0.9% +$27.6K 1.82% 14
2025
Q3 		$2.92M Buy
9,109
+575
+7% +$173K 1.83% 13
2025
Q2 		$2.44M Buy
8,534
+518
+6% +$136K 1.7% 14
2025
Q1 		$2.05M Buy
8,016
+496
+7% +$140K 1.59% 18
2024
Q4 		$2.16M Buy
7,520
+236
+3% +$69.8K 1.68% 17
2024
Q3 		$2.07M Buy
7,284
+204
+3% +$55.9K 1.57% 16
2024
Q2 		$1.86M Sell
7,080
-6
-0.1% -$1.56K 1.51% 15
2024
Q1 		$1.92M Sell
7,086
-2
-0% -$511 1.61% 16
2023
Q4 		$1.79M Buy
7,088
+24
+0.3% +$5.41K 1.61% 17
2023
Q3 		$1.58M Buy
7,064
+9
+0.1% +$2.15K 1.58% 19
2023
Q2 		$1.71M Sell
7,055
-57
-0.8% -$13.1K 1.64% 19
2023
Q1 		$1.61M Buy
7,112
+325
+5% +$74.3K 1.63% 18
2022
Q4 		$1.46M Buy
6,787
+192
+3% +$42.1K 1.52% 20
2022
Q3 		$1.36M Buy
6,595
+455
+7% +$102K 1.51% 21
2022
Q2 		$1.27M Buy
6,140
+421
+7% +$93.9K 1.31% 26
2022
Q1 		$1.46M Buy
5,719
+242
+4% +$61.9K 1.3% 28
2021
Q4 		$1.6M Buy
+5,477
New +$1.65M 1.32% 23

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

Widmann Financial Services's IWO Position: Q1 2026 in Review

Widmann Financial Services increased its iShares Russell 2000 Growth ETF (IWO) stake by 0.15% in Q1 2026, buying an estimated $4.66K and bringing the position to 9,208 shares worth $2.89M. The position accounts for 1.72% of the portfolio, ranked #16.

Widmann Financial Services first reported a position in IWO in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.97M in Q4 2025. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Widmann Financial Services held 9,208 shares of iShares Russell 2000 Growth ETF worth $2.89M as of Q1 2026.
  • Widmann Financial Services bought 14 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $4.66K.
  • iShares Russell 2000 Growth ETF made up 1.72% of Widmann Financial Services's portfolio in Q1 2026, its #16 holding.
  • Widmann Financial Services first reported a position in iShares Russell 2000 Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • Widmann Financial Services's iShares Russell 2000 Growth ETF position peaked at $2.97M in Q4 2025.
  • 1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Widmann Financial Services's 13F filing for Q1 2026, filed 15 May 2026.