Anderson Hoagland & Co’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Anderson Hoagland & Co’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	$705K	Hold	1,790	–	–	0.06%	118
2026 Q1	$562K	Hold	1,790	–	–	0.05%	122
2025 Q4	$578K	Hold	1,790	–	–	0.05%	123
2025 Q3	$573K	Hold	1,790	–	–	0.05%	124
2025 Q2	$512K	Hold	1,790	–	–	0.05%	125
2025 Q1	$401K	Hold	1,790	–	–	0.05%	122
2024 Q4	$527K	Buy	1,790 +235	+15%	+$69.5K	0.05%	122
2024 Q3	$440K	Hold	1,555	–	–	0.04%	121
2024 Q2	$407K	Hold	1,555	–	–	0.04%	120
2024 Q1	$403K	Hold	1,555	–	–	0.05%	118
2023 Q4	$375K	Hold	1,555	–	–	0.05%	109
2023 Q3	$349K	Hold	1,555	–	–	0.05%	114
2023 Q2	$377K	Hold	1,555	–	–	0.05%	109
2023 Q1	$353K	Hold	1,555	–	–	0.05%	112
2022 Q4	$349K	Hold	1,555	–	–	0.05%	112
2022 Q3	$321K	Hold	1,555	–	–	0.05%	112
2022 Q2	$336K	Hold	1,555	–	–	0.05%	106
2022 Q1	$398K	Hold	1,555	–	–	0.05%	101
2021 Q4	$395K	Sell	1,555 -85	-5%	-$25.6K	0.05%	100
2021 Q3	$481K	Hold	1,640	–	–	0.06%	104
2021 Q2	$511K	Buy	1,640 +85	+5%	+$25.6K	0.07%	102
2021 Q1	$468K	Hold	1,555	–	–	0.07%	103
2020 Q4	$446K	Buy	+1,555	New	+$396K	0.07%	98

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

Anderson Hoagland & Co's IWO Position: Q2 2026 in Review

Anderson Hoagland & Co held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 1,790 shares worth $705K. The position accounts for 0.06% of the portfolio, ranked #118.

Anderson Hoagland & Co first reported a position in IWO in Q4 2020 and has held it in 23 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Anderson Hoagland & Co held 1,790 shares of iShares Russell 2000 Growth ETF worth $705K as of Q2 2026.
Anderson Hoagland & Co left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.06% of Anderson Hoagland & Co's portfolio in Q2 2026, its #118 holding.
Anderson Hoagland & Co first reported a position in iShares Russell 2000 Growth ETF in Q4 2020 and has held it in 23 quarters since.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Anderson Hoagland & Co's 13F filing for Q2 2026, filed 6 Jul 2026.