Bare Financial Services’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Bare Financial Services’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	$4.5M	Hold	11,420	–	–	1.03%	21
2026 Q1	$3.58M	Sell	11,420 -439	-4%	-$146K	0.95%	22
2025 Q4	$3.83M	Sell	11,859 -211	-2%	-$68.6K	1.07%	22
2025 Q3	$3.86M	Hold	12,070	–	–	1.15%	20
2025 Q2	$3.45M	Sell	12,070 -136	-1%	-$35.8K	1.16%	19
2025 Q1	$3.12M	Hold	12,206	–	–	1.2%	19
2024 Q4	$3.51M	Sell	12,206 -58	-0.5%	-$17.2K	1.41%	19
2024 Q3	$3.48M	Sell	12,264 -1,224	-9%	-$335K	1.43%	18
2024 Q2	$3.83M	Buy	13,488 +321	+2%	+$83.3K	2.01%	17
2024 Q1	$3.3M	Buy	13,167 +3,626	+38%	+$927K	3.17%	12
2023 Q4	$2.41M	Buy	+9,541	New	+$2.15M	4.85%	9

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

Bare Financial Services's IWO Position: Q2 2026 in Review

Bare Financial Services held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 11,420 shares worth $4.5M. The position accounts for 1.03% of the portfolio, ranked #21.

Bare Financial Services first reported a position in IWO in Q4 2023 and has held it in 11 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Bare Financial Services held 11,420 shares of iShares Russell 2000 Growth ETF worth $4.5M as of Q2 2026.
Bare Financial Services left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 1.03% of Bare Financial Services's portfolio in Q2 2026, its #21 holding.
Bare Financial Services first reported a position in iShares Russell 2000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.