Belpointe Asset Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Belpointe Asset 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	$254K	Sell	646 -4	-0.6%	-$1.46K	0.01%	958
2026 Q1	$204K	Sell	650 -5	-0.8%	-$1.66K	0.01%	1015
2025 Q4	$212K	Sell	655 -9	-1%	-$2.93K	0.01%	956
2025 Q3	$213K	Buy	+664	New	+$200K	0.01%	911
2025 Q2	–	Sell	-962	Closed	-$246K	–	988
2025 Q1	$246K	Sell	962 -1,249	-56%	-$353K	0.01%	788
2024 Q4	$621K	Hold	2,211	–	–	0.04%	457
2024 Q3	$628K	Buy	+2,211	New	+$606K	0.04%	438
2023 Q3	–	Sell	-2,237	Closed	-$543K	–	688
2023 Q2	$543K	Buy	2,237 +918	+70%	+$210K	0.06%	290
2023 Q1	$299K	Sell	1,319 -518	-28%	-$118K	0.02%	762
2022 Q4	$394K	Buy	1,837 +150	+9%	+$32.9K	0.02%	632
2022 Q3	$349K	Buy	1,687 +752	+80%	+$169K	0.02%	641
2022 Q2	$192K	Buy	935 +60	+7%	+$13.4K	0.01%	841
2022 Q1	$224K	Buy	875 +185	+27%	+$47.4K	0.01%	861
2021 Q4	$203K	Buy	690 +27	+4%	+$8.14K	0.01%	883
2021 Q3	$195K	Sell	663 -63	-9%	-$18.9K	0.01%	867
2021 Q2	$226K	Buy	726 +13	+2%	+$3.91K	0.02%	789
2021 Q1	$214K	Sell	713 -337	-32%	-$105K	0.02%	725
2020 Q4	$301K	Buy	1,050 +517	+97%	+$132K	0.03%	554
2020 Q3	$118K	Sell	533 -53	-9%	-$11.6K	0.01%	713
2020 Q2	$121K	Buy	+586	New	+$110K	0.02%	661
2020 Q1	–	Sell	-686	Closed	-$147K	–	707
2019 Q4	$147K	Buy	686 +139	+25%	+$28.2K	0.02%	641
2019 Q3	$105K	Sell	547 -2	-0.4%	-$397	0.02%	660
2019 Q2	$110K	Buy	+549	New	+$109K	0.02%	572
2018 Q4	–	Sell	-899	Closed	-$193K	–	564
2018 Q3	$193K	Buy	+899	New	+$192K	0.03%	462

Other funds holding IWO

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

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 Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Belpointe Asset Management's IWO Position: Q2 2026 in Review

Belpointe Asset Management reduced its iShares Russell 2000 Growth ETF (IWO) stake by 0.62% in Q2 2026, selling an estimated $1.46K and leaving 646 shares worth $254K. The position accounts for 0.01% of the portfolio, ranked #958.

Belpointe Asset Management first reported a position in IWO in Q3 2018 and has held it in 24 quarters since. The position peaked at $628K in Q3 2024. 512 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Belpointe Asset Management held 646 shares of iShares Russell 2000 Growth ETF worth $254K as of Q2 2026.
Belpointe Asset Management sold 4 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $1.46K.
iShares Russell 2000 Growth ETF made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #958 holding.
Belpointe Asset Management first reported a position in iShares Russell 2000 Growth ETF in Q3 2018 and has held it in 24 quarters since.
Belpointe Asset Management's iShares Russell 2000 Growth ETF position peaked at $628K in Q3 2024.
512 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.