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Armor Investment Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Armor Investment 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 		$191K Sell
484
-34
-7% -$12.4K 0.06% 101
2026
Q1 		$163K Hold
518
– – 0.06% 109
2025
Q4 		$167K Sell
518
-1,100
-68% -$358K 0.06% 100
2025
Q3 		$518K Hold
1,618
– – 0.16% 66
2025
Q2 		$463K Hold
1,618
– – 0.17% 71
2025
Q1 		$413K Hold
1,618
– – 0.17% 69
2024
Q4 		$466K Hold
1,618
– – 0.19% 67
2024
Q3 		$460K Hold
1,618
– – 0.19% 70
2024
Q2 		$425K Sell
1,618
-100
-6% -$26K 0.2% 72
2024
Q1 		$465K Sell
1,718
-150
-8% -$38.3K 0.22% 74
2023
Q4 		$471K Hold
1,868
– – 0.25% 74
2023
Q3 		$419K Hold
1,868
– – 0.25% 76
2023
Q2 		$453K Sell
1,868
-260
-12% -$59.6K 0.27% 73
2023
Q1 		$483K Sell
2,128
-466
-18% -$107K 0.28% 77
2022
Q4 		$556K Sell
2,594
-75
-3% -$16.4K 0.34% 75
2022
Q3 		$551K Sell
2,669
-775
-23% -$174K 0.38% 68
2022
Q2 		$711K Hold
3,444
– – 0.46% 56
2022
Q1 		$881K Sell
3,444
-211
-6% -$54K 0.5% 51
2021
Q4 		$1.07M Sell
3,655
-620
-15% -$187K 0.6% 48
2021
Q3 		$1.25M Sell
4,275
-162
-4% -$48.7K 0.79% 37
2021
Q2 		$1.38M Buy
4,437
+265
+6% +$79.7K 0.84% 37
2021
Q1 		$1.25M Sell
4,172
-47
-1% -$14.6K 0.82% 38
2020
Q4 		$1.21M Buy
4,219
+1,100
+35% +$280K 0.85% 38
2020
Q3 		$691K Sell
3,119
-1,121
-26% -$245K 0.59% 46
2020
Q2 		$877K Buy
4,240
+400
+10% +$74.8K 0.76% 43
2020
Q1 		$607K Sell
3,840
-300
-7% -$59.6K 0.62% 48
2019
Q4 		$887K Sell
4,140
-20
-0.5% -$4.06K 0.69% 45
2019
Q3 		$802K Hold
4,160
– – 0.66% 46
2019
Q2 		$836K Sell
4,160
-365
-8% -$72.2K 0.71% 44
2019
Q1 		$890K Buy
4,525
+365
+9% +$69.4K 0.77% 41
2018
Q4 		$699K Sell
4,160
-100
-2% -$18.6K 0.71% 44
2018
Q3 		$916K Sell
4,260
-200
-4% -$42.6K 0.81% 42
2018
Q2 		$911K Sell
4,460
-191
-4% -$38.2K 0.82% 43
2018
Q1 		$886K Hold
4,651
– – 0.81% 42
2017
Q4 		$868K Buy
4,651
+530
+13% +$96.7K 0.78% 43
2017
Q3 		$737K Buy
4,121
+150
+4% +$25.5K 0.7% 48
2017
Q2 		$670K Hold
3,971
– – 0.67% 52
2017
Q1 		$642K Buy
3,971
+300
+8% +$47.6K 0.64% 53
2016
Q4 		$565K Buy
+3,671
New +$548K 0.58% 57

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

Armor Investment Advisors's IWO Position: Q2 2026 in Review

Armor Investment Advisors reduced its iShares Russell 2000 Growth ETF (IWO) stake by 6.6% in Q2 2026, selling an estimated $12.4K and leaving 484 shares worth $191K. The position accounts for 0.06% of the portfolio, ranked #101.

Armor Investment Advisors first reported a position in IWO in Q4 2016 and has held it in 39 quarters since. The position peaked at $1.38M in Q2 2021. 1,106 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Armor Investment Advisors held 484 shares of iShares Russell 2000 Growth ETF worth $191K as of Q2 2026.
  • Armor Investment Advisors sold 34 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $12.4K.
  • iShares Russell 2000 Growth ETF made up 0.06% of Armor Investment Advisors's portfolio in Q2 2026, its #101 holding.
  • Armor Investment Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2016 and has held it in 39 quarters since.
  • Armor Investment Advisors's iShares Russell 2000 Growth ETF position peaked at $1.38M in Q2 2021.
  • 1,106 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Armor Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.