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

Allworth Financial’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 		$1.5M Sell
3,816
-37,865
-91% -$13.8M 0.01% 598
2026
Q1 		$13.1M Sell
41,681
-228
-0.5% -$75.8K 0.05% 213
2025
Q4 		$13.5M Buy
41,909
+37,742
+906% +$12.3M 0.06% 190
2025
Q3 		$1.33M Buy
4,167
+36
+0.9% +$10.9K 0.01% 585
2025
Q2 		$1.18M Buy
4,131
+383
+10% +$101K 0.01% 601
2025
Q1 		$943K Sell
3,748
-18
-0.5% -$5.08K 0.01% 534
2024
Q4 		$1.13M Buy
3,766
+207
+6% +$61.2K 0.01% 505
2024
Q3 		$1.01M Sell
3,559
-88
-2% -$24.1K 0.01% 437
2024
Q2 		$1.01M Sell
3,647
-510
-12% -$132K 0.01% 423
2024
Q1 		$1.13M Buy
4,157
+2,160
+108% +$552K 0.01% 396
2023
Q4 		$504K Sell
1,997
-960
-32% -$216K ﹤0.01% 519
2023
Q3 		$663K Buy
2,957
+954
+48% +$228K 0.01% 431
2023
Q2 		$486K Buy
2,003
+4
+0.2% +$917 ﹤0.01% 508
2023
Q1 		$453K Buy
1,999
+458
+30% +$105K ﹤0.01% 489
2022
Q4 		$331K Buy
1,541
+14
+0.9% +$3.07K ﹤0.01% 537
2022
Q3 		$315K Sell
1,527
-21
-1% -$4.73K ﹤0.01% 511
2022
Q2 		$319K Sell
1,548
-34
-2% -$7.58K ﹤0.01% 478
2022
Q1 		$405K Hold
1,582
– – 0.01% 425
2021
Q4 		$464K Hold
1,582
– – 0.01% 389
2021
Q3 		$464K Hold
1,582
– – 0.01% 338
2021
Q2 		$493K Buy
1,582
+482
+44% +$145K 0.01% 257
2021
Q1 		$331K Sell
1,100
-28
-2% -$8.69K 0.01% 287
2020
Q4 		$323K Hold
1,128
– – 0.01% 229
2020
Q3 		$250K Buy
1,128
+989
+712% +$216K 0.01% 220
2020
Q2 		$29K Sell
139
-989
-88% -$185K ﹤0.01% 506
2020
Q1 		$178K Hold
1,128
– – 0.01% 251
2019
Q4 		$242K Buy
1,128
+28
+3% +$5.68K 0.01% 173
2019
Q3 		$212K Hold
1,100
– – 0.01% 164
2019
Q2 		$221K Sell
1,100
-31
-3% -$6.13K 0.01% 154
2019
Q1 		$222K Buy
1,131
+31
+3% +$5.9K 0.01% 152
2018
Q4 		$185K Hold
1,100
– – 0.01% 159
2018
Q3 		$237K Hold
1,100
– – 0.01% 139
2018
Q2 		$225K Hold
1,100
– – 0.01% 137
2018
Q1 		$210K Hold
1,100
– – 0.02% 116
2017
Q4 		$205K Hold
1,100
– – 0.02% 113
2017
Q3 		$197K Hold
1,100
– – 0.02% 111
2017
Q2 		$186K Sell
1,100
-160
-13% -$26.3K 0.02% 115
2017
Q1 		$204K Buy
+1,260
New +$200K 0.02% 102
2016
Q3 		– Sell
-16
Closed -$2K – 718
2016
Q2 		$2K Buy
+16
New +$2.16K ﹤0.01% 546

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

Allworth Financial's IWO Position: Q2 2026 in Review

Allworth Financial reduced its iShares Russell 2000 Growth ETF (IWO) stake by 91% in Q2 2026, selling an estimated $13.8M and leaving 3,816 shares worth $1.5M. The position accounts for 0.01% of the portfolio, ranked #598.

Allworth Financial first reported a position in IWO in Q2 2016 and has held it in 39 quarters since. The position peaked at $13.5M in Q4 2025. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Allworth Financial held 3,816 shares of iShares Russell 2000 Growth ETF worth $1.5M as of Q2 2026.
  • Allworth Financial sold 37,865 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $13.8M.
  • iShares Russell 2000 Growth ETF made up 0.01% of Allworth Financial's portfolio in Q2 2026, its #598 holding.
  • Allworth Financial first reported a position in iShares Russell 2000 Growth ETF in Q2 2016 and has held it in 39 quarters since.
  • Allworth Financial's iShares Russell 2000 Growth ETF position peaked at $13.5M in Q4 2025.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.