Benjamin Edwards Inc’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Benjamin Edwards Inc’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	$758K	Sell	1,923 -3	-0.2%	-$1.09K	0.01%	905
2026 Q1	$604K	Buy	1,926 +118	+7%	+$39.3K	0.01%	926
2025 Q4	$584K	Buy	+1,808	New	+$588K	0.01%	901
2025 Q1	–	Sell	-1,380	Closed	-$397K	–	1123
2024 Q4	$397K	Buy	+1,380	New	+$408K	0.01%	901
2022 Q4	–	Sell	-125	Closed	-$26K	–	749
2022 Q3	$26K	Sell	125 -16	-11%	-$3.6K	0.01%	486
2022 Q2	$29K	Hold	141	–	–	0.01%	482
2022 Q1	$36K	Hold	141	–	–	0.01%	485
2021 Q4	$41K	Buy	+141	New	+$42.5K	0.01%	439

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

Benjamin Edwards Inc's IWO Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its iShares Russell 2000 Growth ETF (IWO) stake by 0.16% in Q2 2026, selling an estimated $1.09K and leaving 1,923 shares worth $758K. The position accounts for 0.01% of the portfolio, ranked #905.

Benjamin Edwards Inc first reported a position in IWO in Q4 2021 and has held it in 8 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Benjamin Edwards Inc held 1,923 shares of iShares Russell 2000 Growth ETF worth $758K as of Q2 2026.
Benjamin Edwards Inc sold 3 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $1.09K.
iShares Russell 2000 Growth ETF made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #905 holding.
Benjamin Edwards Inc first reported a position in iShares Russell 2000 Growth ETF in Q4 2021 and has held it in 8 quarters since.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.