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

BIP Wealth’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 		$522K Buy
+1,326
New +$484K 0.01% 368
2024
Q1 		– Sell
-1,087
Closed -$274K – 219
2023
Q4 		$274K Hold
1,087
– – 0.02% 163
2023
Q3 		$244K Buy
1,087
+11
+1% +$2.63K 0.02% 155
2023
Q2 		$261K Sell
1,076
-102
-9% -$23.4K 0.02% 152
2023
Q1 		$267K Buy
+1,178
New +$269K 0.03% 153

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Goldman Sachs
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
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

BIP Wealth's IWO Position: Q2 2026 in Review

BIP Wealth opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q2 2026: 1,326 shares worth $522K. The stake represents 0.01% of the portfolio and ranks #368 among its holdings. This is a return to the name: BIP Wealth previously reported a position in IWO as recently as Q4 2023.

BIP Wealth first reported a position in IWO in Q1 2023 and has held it in 5 quarters since. 1,106 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • BIP Wealth held 1,326 shares of iShares Russell 2000 Growth ETF worth $522K as of Q2 2026.
  • iShares Russell 2000 Growth ETF was a new BIP Wealth position in Q2 2026.
  • iShares Russell 2000 Growth ETF made up 0.01% of BIP Wealth's portfolio in Q2 2026, its #368 holding.
  • BIP Wealth first reported a position in iShares Russell 2000 Growth ETF in Q1 2023 and has held it in 5 quarters since.
  • 1,106 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.