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

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

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $392M AUM

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

LWM Advisors El Dorado Hills, California $134M AUM 22.23% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return