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Allodium Investment Consultants’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Allodium Investment Consultants’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 		$462K Hold
1,172
– – 0.2% 41
2026
Q1 		$368K Hold
1,172
– – 0.18% 42
2025
Q4 		$379K Hold
1,172
– – 0.19% 39
2025
Q3 		$375K Hold
1,172
– – 0.21% 41
2025
Q2 		$335K Hold
1,172
– – 0.21% 42
2025
Q1 		$299K Hold
1,172
– – 0.22% 39
2024
Q4 		$337K Buy
+1,172
New +$347K 0.28% 36

Other funds holding IWO

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
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 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
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Allodium Investment Consultants's IWO Position: Q2 2026 in Review

Allodium Investment Consultants held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 1,172 shares worth $462K. The position accounts for 0.2% of the portfolio, ranked #41.

Allodium Investment Consultants first reported a position in IWO in Q4 2024 and has held it in 7 quarters since. 853 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Allodium Investment Consultants held 1,172 shares of iShares Russell 2000 Growth ETF worth $462K as of Q2 2026.
  • Allodium Investment Consultants left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Growth ETF made up 0.2% of Allodium Investment Consultants's portfolio in Q2 2026, its #41 holding.
  • Allodium Investment Consultants first reported a position in iShares Russell 2000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 853 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Allodium Investment Consultants's 13F filing for Q2 2026, filed 14 Jul 2026.