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

Apollon 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 		$1.6M Sell
4,056
-25
-0.6% -$9.12K 0.02% 555
2026
Q1 		$1.28M Sell
4,081
-206
-5% -$68.5K 0.02% 513
2025
Q4 		$1.38M Buy
4,287
+1,054
+33% +$343K 0.02% 467
2025
Q3 		$1.03M Sell
3,233
-370
-10% -$112K 0.02% 557
2025
Q2 		$1.03M Buy
3,603
+46
+1% +$12.1K 0.02% 546
2025
Q1 		$909K Sell
3,557
-24
-0.7% -$6.77K 0.02% 534
2024
Q4 		$1.03M Buy
3,581
+702
+24% +$208K 0.02% 510
2024
Q3 		$818K Buy
2,879
+38
+1% +$10.4K 0.02% 549
2024
Q2 		$746K Sell
2,841
-6,158
-68% -$1.6M 0.02% 557
2024
Q1 		$2.44M Sell
8,999
-499
-5% -$128K 0.08% 239
2023
Q4 		$2.4M Buy
9,498
+1,387
+17% +$313K 0.08% 220
2023
Q3 		$1.82M Sell
8,111
-1,915
-19% -$458K 0.09% 213
2023
Q2 		$2.43M Buy
10,026
+8,797
+716% +$2.02M 0.12% 184
2023
Q1 		$279K Buy
1,229
+177
+17% +$40.5K 0.02% 698
2022
Q4 		$226K Buy
+1,052
New +$230K 0.02% 751
2021
Q1 		– Sell
-881
Closed -$253K – 356
2020
Q4 		$253K Buy
+881
New +$225K 0.07% 170
2020
Q3 		– Sell
-28
Closed -$6K – 421
2020
Q2 		$6K Buy
+28
New +$5.24K ﹤0.01% 541

Other funds holding IWO

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Apollon Wealth Management's IWO Position: Q2 2026 in Review

Apollon Wealth Management reduced its iShares Russell 2000 Growth ETF (IWO) stake by 0.61% in Q2 2026, selling an estimated $9.12K and leaving 4,056 shares worth $1.6M. The position accounts for 0.02% of the portfolio, ranked #555.

Apollon Wealth Management first reported a position in IWO in Q2 2020 and has held it in 17 quarters since. The position peaked at $2.44M in Q1 2024. 342 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Apollon Wealth Management held 4,056 shares of iShares Russell 2000 Growth ETF worth $1.6M as of Q2 2026.
  • Apollon Wealth Management sold 25 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $9.12K.
  • iShares Russell 2000 Growth ETF made up 0.02% of Apollon Wealth Management's portfolio in Q2 2026, its #555 holding.
  • Apollon Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q2 2020 and has held it in 17 quarters since.
  • Apollon Wealth Management's iShares Russell 2000 Growth ETF position peaked at $2.44M in Q1 2024.
  • 342 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.