Beacon Financial Advisory’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Beacon Financial Advisory’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	$305K	Buy	+773	New	+$282K	0.06%	328

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

Beacon Financial Advisory's IWO Position: Q2 2026 in Review

Beacon Financial Advisory opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q2 2026: 773 shares worth $305K. The stake represents 0.06% of the portfolio and ranks #328 among its holdings.

1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Beacon Financial Advisory held 773 shares of iShares Russell 2000 Growth ETF worth $305K as of Q2 2026.
iShares Russell 2000 Growth ETF was a new Beacon Financial Advisory position in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.06% of Beacon Financial Advisory's portfolio in Q2 2026, its #328 holding.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.