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

Allium Financial 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	$1.73M	Hold	4,397	–	–	1.13%	20
2026 Q1	$1.38M	Hold	4,397	–	–	1.11%	17
2025 Q4	$1.42M	Hold	4,397	–	–	1.13%	16
2025 Q3	$1.41M	Hold	4,397	–	–	1.16%	18
2025 Q2	$1.26M	Hold	4,397	–	–	1.1%	18
2025 Q1	$1.12M	Buy	+4,397	New	+$1.24M	1.02%	17

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

Allium Financial Advisors's IWO Position: Q2 2026 in Review

Allium Financial Advisors held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 4,397 shares worth $1.73M. The position accounts for 1.13% of the portfolio, ranked #20.

Allium Financial Advisors first reported a position in IWO in Q1 2025 and has held it in 6 quarters since. 1,105 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Allium Financial Advisors held 4,397 shares of iShares Russell 2000 Growth ETF worth $1.73M as of Q2 2026.
Allium Financial Advisors left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 1.13% of Allium Financial Advisors's portfolio in Q2 2026, its #20 holding.
Allium Financial Advisors first reported a position in iShares Russell 2000 Growth ETF in Q1 2025 and has held it in 6 quarters since.
1,105 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Allium Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.