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

Aptus Capital Advisors’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 		$1.15M Buy
2,913
+1,271
+77% +$464K 0.01% 598
2026
Q1 		$515K Sell
1,642
-30
-2% -$9.98K ﹤0.01% 710
2025
Q4 		$540K Sell
1,672
-21
-1% -$6.83K ﹤0.01% 710
2025
Q3 		$542K Buy
1,693
+57
+3% +$17.2K ﹤0.01% 681
2025
Q2 		$468K Buy
1,636
+7
+0.4% +$1.84K ﹤0.01% 692
2025
Q1 		$416K Sell
1,629
-89
-5% -$25.1K ﹤0.01% 692
2024
Q4 		$494K Buy
1,718
+129
+8% +$38.2K 0.01% 637
2024
Q3 		$451K Buy
1,589
+80
+5% +$21.9K 0.01% 563
2024
Q2 		$396K Sell
1,509
-62
-4% -$16.1K 0.01% 549
2024
Q1 		$425K Buy
1,571
+1,312
+507% +$335K 0.01% 549
2023
Q4 		$65.3K Buy
259
+1
+0.4% +$225 ﹤0.01% 653
2023
Q3 		$57.8K Buy
258
+10
+4% +$2.39K ﹤0.01% 677
2023
Q2 		$60.2K Sell
248
-101
-29% -$23.2K ﹤0.01% 567
2023
Q1 		$79.2K Buy
349
+220
+171% +$50.3K ﹤0.01% 530
2022
Q4 		$27.7K Hold
129
– – ﹤0.01% 632
2022
Q3 		$27K Buy
129
+99
+330% +$22.3K ﹤0.01% 597
2022
Q2 		$6K Hold
30
– – ﹤0.01% 598
2022
Q1 		$8K Hold
30
– – ﹤0.01% 620
2021
Q4 		$9K Hold
30
– – ﹤0.01% 506
2021
Q3 		$9K Hold
30
– – ﹤0.01% 480
2021
Q2 		$9K Sell
30
-17
-36% -$5.12K ﹤0.01% 503
2021
Q1 		$14K Hold
47
– – ﹤0.01% 443
2020
Q4 		$13K Sell
47
-45
-49% -$11.5K ﹤0.01% 407
2020
Q3 		$20K Sell
92
-365
-80% -$79.9K ﹤0.01% 390
2020
Q2 		$94K Buy
457
+264
+137% +$49.4K 0.01% 294
2020
Q1 		$30K Buy
193
+45
+30% +$8.93K ﹤0.01% 334
2019
Q4 		$31K Buy
148
+20
+16% +$4.06K ﹤0.01% 418
2019
Q3 		$24K Buy
+128
New +$25.4K ﹤0.01% 419

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

Aptus Capital Advisors's IWO Position: Q2 2026 in Review

Aptus Capital Advisors increased its iShares Russell 2000 Growth ETF (IWO) stake by 77% in Q2 2026, buying an estimated $464K and bringing the position to 2,913 shares worth $1.15M. The position accounts for 0.01% of the portfolio, ranked #598.

Aptus Capital Advisors first reported a position in IWO in Q3 2019 and has held it in 28 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Aptus Capital Advisors held 2,913 shares of iShares Russell 2000 Growth ETF worth $1.15M as of Q2 2026.
  • Aptus Capital Advisors bought 1,271 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $464K.
  • iShares Russell 2000 Growth ETF made up 0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #598 holding.
  • Aptus Capital Advisors first reported a position in iShares Russell 2000 Growth ETF in Q3 2019 and has held it in 28 quarters since.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.