Bernard Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Bernard Wealth 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	$25.6K	Hold	65	–	–	0.01%	174
2026 Q1	$20.4K	Hold	65	–	–	0.01%	185
2025 Q4	$21K	Hold	65	–	–	0.01%	184
2025 Q3	$20.8K	Hold	65	–	–	0.01%	180
2025 Q2	$18.6K	Sell	65 -77	-54%	-$20.3K	0.01%	183
2025 Q1	$36.3K	Buy	142 +77	+118%	+$21.7K	0.02%	144
2024 Q4	$18.7K	Buy	+65	New	+$19.2K	0.01%	182

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

Bernard Wealth Management's IWO Position: Q2 2026 in Review

Bernard Wealth Management held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 65 shares worth $25.6K. The position accounts for 0.01% of the portfolio, ranked #174.

Bernard Wealth Management first reported a position in IWO in Q4 2024 and has held it in 7 quarters since. The position peaked at $36.3K in Q1 2025. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Bernard Wealth Management held 65 shares of iShares Russell 2000 Growth ETF worth $25.6K as of Q2 2026.
Bernard Wealth Management left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.01% of Bernard Wealth Management's portfolio in Q2 2026, its #174 holding.
Bernard Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
Bernard Wealth Management's iShares Russell 2000 Growth ETF position peaked at $36.3K in Q1 2025.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.