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

Abound 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 		$29.6K Hold
75
– – 0.01% 315
2026
Q1 		$23.6K Hold
75
– – 0.01% 365
2025
Q4 		$24.3K Hold
75
– – 0.01% 328
2025
Q3 		$24K Buy
75
+7
+10% +$2.11K 0.01% 320
2025
Q2 		$19.5K Hold
68
– – 0.01% 333
2025
Q1 		$17.4K Hold
68
– – 0.01% 319
2024
Q4 		$19.6K Hold
68
– – 0.01% 283
2024
Q3 		$19.3K Hold
68
– – 0.01% 301
2024
Q2 		$17.9K Hold
68
– – 0.01% 272
2024
Q1 		$18.4K Hold
68
– – 0.01% 267
2023
Q4 		$17.2K Hold
68
– – 0.01% 291
2023
Q3 		$15.3K Hold
68
– – 0.01% 257
2023
Q2 		$16.5K Hold
68
– – 0.01% 248
2023
Q1 		$15.4K Hold
68
– – 0.01% 239
2022
Q4 		$14.6K Hold
68
– – 0.01% 221
2022
Q3 		$14.1K Hold
68
– – 0.01% 237
2022
Q2 		$14K Hold
68
– – 0.01% 88
2022
Q1 		$17.4K Hold
68
– – 0.01% 86
2021
Q4 		$20K Buy
+68
New +$20.5K 0.02% 82

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
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

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

Abound Wealth Management held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 75 shares worth $29.6K. The position accounts for 0.01% of the portfolio, ranked #315.

Abound Wealth Management first reported a position in IWO in Q4 2021 and has held it in 19 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Abound Wealth Management held 75 shares of iShares Russell 2000 Growth ETF worth $29.6K as of Q2 2026.
  • Abound Wealth Management left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Growth ETF made up 0.01% of Abound Wealth Management's portfolio in Q2 2026, its #315 holding.
  • Abound Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.