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

Accurate 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 		$693K Buy
+1,803
New +$658K 0.07% 283
2023
Q1 		– Sell
-427
Closed -$94.9K – 831
2022
Q4 		$94.9K Buy
+427
New +$93.6K 0.03% 316

Other funds holding IWO

CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $392M AUM
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return
LA
LWM Advisors El Dorado Hills, California $134M AUM 22.23% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
MBTD
Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return

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

Accurate Wealth Management opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q2 2026: 1,803 shares worth $693K. The stake represents 0.07% of the portfolio and ranks #283 among its holdings. This is a return to the name: Accurate Wealth Management previously reported a position in IWO as recently as Q4 2022.

Accurate Wealth Management first reported a position in IWO in Q4 2022 and has held it in 2 quarters since. 170 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Accurate Wealth Management held 1,803 shares of iShares Russell 2000 Growth ETF worth $693K as of Q2 2026.
  • iShares Russell 2000 Growth ETF was a new Accurate Wealth Management position in Q2 2026.
  • iShares Russell 2000 Growth ETF made up 0.07% of Accurate Wealth Management's portfolio in Q2 2026, its #283 holding.
  • Accurate Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2022 and has held it in 2 quarters since.
  • 170 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.