AMJ Financial Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

AMJ Financial Wealth Management’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	$967K	Hold	3,083	–	–	0.23%	54
2026 Q1	$967K	Buy	+3,083	New	+$1.03M	0.23%	54
2021 Q2	–	Sell	-5,710	Closed	-$1.72M	–	98
2021 Q1	$1.72M	Buy	5,710 +1,869	+49%	+$580K	0.83%	37
2020 Q4	$1.1M	Buy	+3,841	New	+$979K	0.56%	42

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

AMJ Financial Wealth Management's IWO Position: Q2 2026 in Review

AMJ Financial Wealth Management held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 3,083 shares worth $967K. The position accounts for 0.23% of the portfolio, ranked #54.

AMJ Financial Wealth Management first reported a position in IWO in Q4 2020 and has held it in 4 quarters since. The position peaked at $1.72M in Q1 2021. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

AMJ Financial Wealth Management held 3,083 shares of iShares Russell 2000 Growth ETF worth $967K as of Q2 2026.
AMJ Financial Wealth Management left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.23% of AMJ Financial Wealth Management's portfolio in Q2 2026, its #54 holding.
AMJ Financial Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2020 and has held it in 4 quarters since.
AMJ Financial Wealth Management's iShares Russell 2000 Growth ETF position peaked at $1.72M in Q1 2021.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on AMJ Financial Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.