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

Activest 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 		– Sell
-185
Closed -$58.2K – 1431
2026
Q1 		$58.2K Buy
185
+5
+3% +$1.66K 0.01% 305
2025
Q4 		$58.2K Buy
180
+175
+3,500% +$56.9K 0.01% 297
2025
Q3 		$1.65K Hold
5
– – ﹤0.01% 805
2025
Q2 		$1.47K Hold
5
– – ﹤0.01% 726
2025
Q1 		$1.31K Hold
5
– – ﹤0.01% 729
2024
Q4 		$1.48K Hold
5
– – ﹤0.01% 443
2024
Q3 		$1.45K Hold
5
– – ﹤0.01% 448
2024
Q2 		$1.34K Hold
5
– – ﹤0.01% 425
2024
Q1 		$1.38K Hold
5
– – ﹤0.01% 322
2023
Q4 		$1.28K Hold
5
– – ﹤0.01% 284
2023
Q3 		$1.14K Buy
+5
New +$1.2K ﹤0.01% 293
2023
Q2 		– Sell
-5
Closed -$1.13K – 357
2023
Q1 		$1.13K Buy
+5
New +$1.14K ﹤0.01% 280
2022
Q3 		– Sell
-719
Closed -$148K – 536
2022
Q2 		$148K Buy
719
+195
+37% +$43.5K 0.1% 52
2022
Q1 		$134K Sell
524
-1,433
-73% -$367K 0.09% 57
2021
Q4 		$573K Buy
1,957
+1,514
+342% +$456K 0.35% 36
2021
Q3 		$130K Buy
443
+126
+40% +$37.9K 0.09% 63
2021
Q2 		$99K Buy
317
+256
+420% +$77K 0.07% 73
2021
Q1 		$18K Buy
+61
New +$18.9K 0.01% 151

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

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

Activest Wealth Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2026, closing a stake of 185 shares — an estimated $58.2K sold.

Activest Wealth Management first reported a position in IWO in Q1 2021 and held it in 18 quarters. The position peaked at $573K in Q4 2021. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Activest Wealth Management reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Activest Wealth Management sold 185 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $58.2K.
  • Activest Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q1 2021 and held it in 18 quarters.
  • Activest Wealth Management's iShares Russell 2000 Growth ETF position peaked at $573K in Q4 2021.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.