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

Atticus 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	$203K	Buy	+516	New	+$188K	0.05%	175
2025 Q3	–	Sell	-514	Closed	-$147K	–	417
2025 Q2	$147K	Buy	514 +1	+0.2%	+$263	0.04%	203
2025 Q1	$131K	Hold	513	–	–	0.04%	140
2024 Q4	$148K	Buy	513 +2	+0.4%	+$592	0.05%	139
2024 Q3	$145K	Buy	511 +1	+0.2%	+$274	0.05%	141
2024 Q2	$134K	Buy	510 +1	+0.2%	+$260	0.04%	144
2024 Q1	$138K	Buy	509 +1	+0.2%	+$256	0.05%	141
2023 Q4	$128K	Buy	508 +2	+0.4%	+$451	0.05%	147
2023 Q3	$113K	Hold	506	–	–	0.04%	162
2023 Q2	$123K	Buy	506 +1	+0.2%	+$229	0.05%	163
2023 Q1	$115K	Buy	505 +1	+0.2%	+$229	0.04%	160
2022 Q4	$108K	Buy	+504	New	+$110K	0.04%	173
2022 Q3	–	Sell	-502	Closed	-$104K	–	593
2022 Q2	$104K	Buy	502 +1	+0.2%	+$223	0.04%	178
2022 Q1	$128K	Hold	501	–	–	0.05%	177
2021 Q4	$147K	Buy	501 +1	+0.2%	+$301	0.06%	140
2021 Q3	$147K	Hold	500	–	–	0.06%	125
2021 Q2	$156K	Buy	+500	New	+$150K	0.07%	134

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

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

Atticus Wealth Management opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q2 2026: 516 shares worth $203K. The stake represents 0.05% of the portfolio and ranks #175 among its holdings. This is a return to the name: Atticus Wealth Management previously reported a position in IWO as recently as Q2 2025.

Atticus Wealth Management first reported a position in IWO in Q2 2021 and has held it in 17 quarters since. 1,105 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Atticus Wealth Management held 516 shares of iShares Russell 2000 Growth ETF worth $203K as of Q2 2026.
iShares Russell 2000 Growth ETF was a new Atticus Wealth Management position in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.05% of Atticus Wealth Management's portfolio in Q2 2026, its #175 holding.
Atticus Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q2 2021 and has held it in 17 quarters since.
1,105 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Atticus Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.