Atticus Wealth Management
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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
Q3 		– Sell
-516
Closed -$203K – 188
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

Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Atticus Wealth Management's IWO Position: Q3 2026 in Review

Atticus Wealth Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q3 2026, closing a stake of 516 shares — an estimated $203K sold.

Atticus Wealth Management first reported a position in IWO in Q2 2021 and held it in 17 quarters. The position peaked at $203K in Q2 2026. 710 funds tracked by Wall St. Rank hold IWO as of Q3 2026.

  • Atticus Wealth Management reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2026 after selling out during the quarter.
  • Atticus Wealth Management sold 516 iShares Russell 2000 Growth ETF shares in Q3 2026, an estimated $203K.
  • Atticus Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q2 2021 and held it in 17 quarters.
  • Atticus Wealth Management's iShares Russell 2000 Growth ETF position peaked at $203K in Q2 2026.
  • 710 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2026.

Based on Atticus Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.