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

Bogart Wealth LLC’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 		$16.9K Hold
43
– – ﹤0.01% 840
2026
Q1 		$13.5K Hold
43
– – ﹤0.01% 835
2025
Q4 		$13.9K Hold
43
– – ﹤0.01% 779
2025
Q3 		$13.8K Hold
43
– – ﹤0.01% 764
2025
Q2 		$12.3K Hold
43
– – ﹤0.01% 750
2025
Q1 		$11K Sell
43
-72
-63% -$20.3K ﹤0.01% 728
2024
Q4 		$33.1K Hold
115
– – ﹤0.01% 484
2024
Q3 		$32.7K Hold
115
– – ﹤0.01% 477
2024
Q2 		$30.2K Buy
115
+11
+11% +$2.85K ﹤0.01% 473
2024
Q1 		$28.2K Sell
104
-5
-5% -$1.28K ﹤0.01% 462
2023
Q4 		$27.5K Sell
109
-64
-37% -$14.4K ﹤0.01% 453
2023
Q3 		$38.8K Hold
173
– – ﹤0.01% 386
2023
Q2 		$42K Hold
173
– – ﹤0.01% 360
2023
Q1 		$39.2K Sell
173
-2
-1% -$457 ﹤0.01% 348
2022
Q4 		$37.5K Hold
175
– – ﹤0.01% 339
2022
Q3 		$36K Hold
175
– – ﹤0.01% 345
2022
Q2 		$36K Hold
175
– – ﹤0.01% 334
2022
Q1 		$45K Sell
175
-4
-2% -$1.02K ﹤0.01% 288
2021
Q4 		$52K Hold
179
– – ﹤0.01% 259
2021
Q3 		$53K Sell
179
-21
-11% -$6.31K 0.01% 244
2021
Q2 		$63K Buy
200
+63
+46% +$19K 0.01% 225
2021
Q1 		$41K Buy
+137
New +$42.5K 0.01% 239
2019
Q2 		– Sell
-17
Closed -$3.36K – 355
2019
Q1 		$3K Sell
17
-45
-73% -$8.56K ﹤0.01% 304
2018
Q4 		$10K Buy
62
+20
+48% +$3.73K 0.01% 238
2018
Q3 		$9K Sell
42
-2
-5% -$426 0.01% 237
2018
Q2 		$8K Hold
44
– – ﹤0.01% 253
2018
Q1 		$8K Sell
44
-54
-55% -$10.4K ﹤0.01% 250
2017
Q4 		$18K Hold
98
– – 0.01% 203
2017
Q3 		$18K Buy
+98
New +$16.6K 0.01% 199

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 22.96% 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

Bogart Wealth LLC's IWO Position: Q2 2026 in Review

Bogart Wealth LLC held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 43 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #840.

Bogart Wealth LLC first reported a position in IWO in Q3 2017 and has held it in 29 quarters since. The position peaked at $63K in Q2 2021. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Bogart Wealth LLC held 43 shares of iShares Russell 2000 Growth ETF worth $16.9K as of Q2 2026.
  • Bogart Wealth LLC left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Growth ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #840 holding.
  • Bogart Wealth LLC first reported a position in iShares Russell 2000 Growth ETF in Q3 2017 and has held it in 29 quarters since.
  • Bogart Wealth LLC's iShares Russell 2000 Growth ETF position peaked at $63K in Q2 2021.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.