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Bedel Financial Consulting’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Bedel Financial Consulting’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 		$1.08M Buy
2,730
+3
+0.1% +$1.09K 0.1% 105
2026
Q1 		$856K Sell
2,727
-52
-2% -$17.3K 0.1% 116
2025
Q4 		$898K Buy
2,779
+175
+7% +$56.9K 0.1% 113
2025
Q3 		$833K Buy
2,604
+2
+0.1% +$603 0.11% 112
2025
Q2 		$744K Hold
2,602
– – 0.1% 113
2025
Q1 		$667K Buy
2,602
+7
+0.3% +$1.98K 0.1% 116
2024
Q4 		$782K Buy
2,595
+56
+2% +$16.6K 0.11% 105
2024
Q3 		$721K Sell
2,539
-12
-0.5% -$3.29K 0.1% 107
2024
Q2 		$670K Buy
2,551
+2
+0.1% +$519 0.1% 108
2024
Q1 		$690K Sell
2,549
-68
-3% -$17.4K 0.11% 102
2023
Q4 		$660K Buy
2,617
+201
+8% +$45.3K 0.12% 102
2023
Q3 		$542K Buy
2,416
+12
+0.5% +$2.87K 0.11% 114
2023
Q2 		$583K Buy
2,404
+80
+3% +$18.3K 0.12% 105
2023
Q1 		$527K Buy
2,324
+513
+28% +$117K 0.13% 109
2022
Q4 		$388K Sell
1,811
-134
-7% -$29.4K 0.1% 139
2022
Q3 		$427K Buy
1,945
+411
+27% +$92.5K 0.11% 125
2022
Q2 		$316K Buy
1,534
+445
+41% +$99.2K 0.09% 143
2022
Q1 		$279K Hold
1,089
– – 0.09% 155
2021
Q4 		$319K Hold
1,089
– – 0.1% 142
2021
Q3 		$320K Hold
1,089
– – 0.11% 135
2021
Q2 		$339K Hold
1,089
– – 0.12% 127
2021
Q1 		$328K Hold
1,089
– – 0.13% 123
2020
Q4 		$312K Hold
1,089
– – 0.14% 106
2020
Q3 		$241K Hold
1,089
– – 0.12% 124
2020
Q2 		$225K Sell
1,089
-291
-21% -$54.4K 0.12% 115
2020
Q1 		$218K Sell
1,380
-320
-19% -$63.5K 0.14% 110
2019
Q4 		$364K Sell
1,700
-36
-2% -$7.31K 0.21% 85
2019
Q3 		$335K Hold
1,736
– – 0.2% 95
2019
Q2 		$349K Buy
1,736
+39
+2% +$7.71K 0.21% 94
2019
Q1 		$334K Hold
1,697
– – 0.21% 88
2018
Q4 		$285K Buy
1,697
+611
+56% +$114K 0.21% 89
2018
Q3 		$216K Buy
1,086
+36
+3% +$7.67K 0.14% 126
2018
Q2 		$215K Hold
1,050
– – 0.16% 125
2018
Q1 		$200K Buy
+1,050
New +$202K 0.15% 130

Other funds holding IWO

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Bedel Financial Consulting's IWO Position: Q2 2026 in Review

Bedel Financial Consulting increased its iShares Russell 2000 Growth ETF (IWO) stake by 0.11% in Q2 2026, buying an estimated $1.09K and bringing the position to 2,730 shares worth $1.08M. The position accounts for 0.1% of the portfolio, ranked #105.

Bedel Financial Consulting first reported a position in IWO in Q1 2018 and has held it in 34 quarters since. 512 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Bedel Financial Consulting held 2,730 shares of iShares Russell 2000 Growth ETF worth $1.08M as of Q2 2026.
  • Bedel Financial Consulting bought 3 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $1.09K.
  • iShares Russell 2000 Growth ETF made up 0.1% of Bedel Financial Consulting's portfolio in Q2 2026, its #105 holding.
  • Bedel Financial Consulting first reported a position in iShares Russell 2000 Growth ETF in Q1 2018 and has held it in 34 quarters since.
  • 512 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.