Bay Colony Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Bay Colony 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	$417K	Buy	1,059 +1	+0.1%	+$365	0.05%	304
2026 Q1	$332K	Buy	1,058 +1	+0.1%	+$333	0.04%	362
2025 Q4	$341K	Buy	1,057 +2	+0.2%	+$650	0.04%	359
2025 Q3	$338K	Buy	1,055 +1	+0.1%	+$302	0.04%	369
2025 Q2	$301K	Buy	1,054 +1	+0.1%	+$263	0.04%	344
2025 Q1	$271K	Sell	1,053 -7	-0.7%	-$1.98K	0.04%	354
2024 Q4	$305K	Buy	1,060 +4	+0.4%	+$1.18K	0.05%	326
2024 Q3	$300K	Buy	1,056 +2	+0.2%	+$548	0.05%	322
2024 Q2	$277K	Buy	1,054 +1	+0.1%	+$260	0.05%	309
2024 Q1	$285K	Sell	1,053 -20	-2%	-$5.11K	0.05%	297
2023 Q4	$271K	Buy	+1,073	New	+$242K	0.05%	291
2018 Q3	–	Sell	-23	Closed	-$5K	–	555
2018 Q2	$5K	Buy	+23	New	+$4.6K	﹤0.01%	772

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

Bay Colony Advisors's IWO Position: Q2 2026 in Review

Bay Colony Advisors increased its iShares Russell 2000 Growth ETF (IWO) stake by 0.09% in Q2 2026, buying an estimated $365 and bringing the position to 1,059 shares worth $417K. The position accounts for 0.05% of the portfolio, ranked #304.

Bay Colony Advisors first reported a position in IWO in Q2 2018 and has held it in 12 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Bay Colony Advisors held 1,059 shares of iShares Russell 2000 Growth ETF worth $417K as of Q2 2026.
Bay Colony Advisors bought 1 iShares Russell 2000 Growth ETF share in Q2 2026, an estimated $365.
iShares Russell 2000 Growth ETF made up 0.05% of Bay Colony Advisors's portfolio in Q2 2026, its #304 holding.
Bay Colony Advisors first reported a position in iShares Russell 2000 Growth ETF in Q2 2018 and has held it in 12 quarters since.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Bay Colony Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.