BLB&B Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

BLB&B Advisors’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	$268K	Buy	+681	New	+$248K	0.01%	253
2021 Q4	–	Sell	-728	Closed	-$214K	–	262
2021 Q3	$214K	Hold	728	–	–	0.01%	264
2021 Q2	$227K	Hold	728	–	–	0.02%	241
2021 Q1	$219K	Hold	728	–	–	0.02%	237
2020 Q4	$209K	Buy	+728	New	+$186K	0.02%	254

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

BLB&B Advisors's IWO Position: Q2 2026 in Review

BLB&B Advisors opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q2 2026: 681 shares worth $268K. The stake represents 0.01% of the portfolio and ranks #253 among its holdings. This is a return to the name: BLB&B Advisors previously reported a position in IWO as recently as Q3 2021.

BLB&B Advisors first reported a position in IWO in Q4 2020 and has held it in 5 quarters since. 1,105 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

BLB&B Advisors held 681 shares of iShares Russell 2000 Growth ETF worth $268K as of Q2 2026.
iShares Russell 2000 Growth ETF was a new BLB&B Advisors position in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.01% of BLB&B Advisors's portfolio in Q2 2026, its #253 holding.
BLB&B Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2020 and has held it in 5 quarters since.
1,105 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on BLB&B Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.