AlphaCore Capital’s iShares Russell 2000 Growth ETF IWO Stock Holding History

AlphaCore Capital’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	$140K	Sell	355 -283	-44%	-$103K	﹤0.01%	1166
2026 Q1	$200K	Sell	638 -57	-8%	-$19K	﹤0.01%	849
2025 Q4	$225K	Sell	695 -8	-1%	-$2.6K	0.01%	938
2025 Q3	$225K	Hold	703	–	–	0.01%	670
2025 Q2	$201K	Buy	703 +68	+11%	+$17.9K	0.01%	578
2025 Q1	$162K	Buy	+635	New	+$179K	0.01%	468
2022 Q1	–	Sell	-42	Closed	-$12K	–	151
2021 Q4	$12K	Buy	+42	New	+$12.7K	0.01%	86

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

AlphaCore Capital's IWO Position: Q2 2026 in Review

AlphaCore Capital reduced its iShares Russell 2000 Growth ETF (IWO) stake by 44% in Q2 2026, selling an estimated $103K and leaving 355 shares worth $140K. The position accounts for ﹤0.01% of the portfolio, ranked #1166.

AlphaCore Capital first reported a position in IWO in Q4 2021 and has held it in 7 quarters since. The position peaked at $225K in Q3 2025. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

AlphaCore Capital held 355 shares of iShares Russell 2000 Growth ETF worth $140K as of Q2 2026.
AlphaCore Capital sold 283 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $103K.
iShares Russell 2000 Growth ETF made up ﹤0.01% of AlphaCore Capital's portfolio in Q2 2026, its #1166 holding.
AlphaCore Capital first reported a position in iShares Russell 2000 Growth ETF in Q4 2021 and has held it in 7 quarters since.
AlphaCore Capital's iShares Russell 2000 Growth ETF position peaked at $225K in Q3 2025.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.