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

626 Financial’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	$242K	Buy	+614	New	+$224K	0.09%	114
2022 Q4	–	Sell	-1,046	Closed	-$216K	–	114
2022 Q3	$216K	Hold	1,046	–	–	0.17%	84
2022 Q2	$216K	Buy	+1,046	New	+$233K	0.16%	87
2022 Q1	–	Sell	-1,046	Closed	-$307K	–	110
2021 Q4	$307K	Buy	+1,046	New	+$315K	0.19%	79

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

626 Financial's IWO Position: Q2 2026 in Review

626 Financial opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q2 2026: 614 shares worth $242K. The stake represents 0.09% of the portfolio and ranks #114 among its holdings. This is a return to the name: 626 Financial previously reported a position in IWO as recently as Q3 2022.

626 Financial first reported a position in IWO in Q4 2021 and has held it in 4 quarters since. The position peaked at $307K in Q4 2021. 1,106 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

626 Financial held 614 shares of iShares Russell 2000 Growth ETF worth $242K as of Q2 2026.
iShares Russell 2000 Growth ETF was a new 626 Financial position in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.09% of 626 Financial's portfolio in Q2 2026, its #114 holding.
626 Financial first reported a position in iShares Russell 2000 Growth ETF in Q4 2021 and has held it in 4 quarters since.
626 Financial's iShares Russell 2000 Growth ETF position peaked at $307K in Q4 2021.
1,106 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on 626 Financial's 13F filing for Q2 2026, filed 27 Jul 2026.