Acumen Wealth Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Acumen Wealth Advisors’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	-3	Closed	-$942	–	509
2026 Q1	$942	Sell	3 -65	-96%	-$21.6K	﹤0.01%	432
2025 Q4	$22K	Buy	+68	New	+$22.1K	0.01%	206

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

Acumen Wealth Advisors's IWO Position: Q2 2026 in Review

Acumen Wealth Advisors sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2026, closing a stake of 3 shares — an estimated $942 sold.

Acumen Wealth Advisors first reported a position in IWO in Q4 2025 and held it in 2 quarters. The position peaked at $22K in Q4 2025. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Acumen Wealth Advisors reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2026 after selling out during the quarter.
Acumen Wealth Advisors sold 3 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $942.
Acumen Wealth Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2025 and held it in 2 quarters.
Acumen Wealth Advisors's iShares Russell 2000 Growth ETF position peaked at $22K in Q4 2025.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.