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Bradley Foster & Sargent’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Bradley Foster & Sargent’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 		$904K Sell
2,295
-2
-0.1% -$730 0.01% 319
2026
Q1 		$721K Hold
2,297
– – 0.01% 331
2025
Q4 		$742K Sell
2,297
-2
-0.1% -$650 0.01% 327
2025
Q3 		$736K Hold
2,299
– – 0.01% 327
2025
Q2 		$657K Sell
2,299
-5
-0.2% -$1.32K 0.01% 346
2025
Q1 		$589K Hold
2,304
– – 0.01% 327
2024
Q4 		$663K Hold
2,304
– – 0.01% 326
2024
Q3 		$654K Sell
2,304
-19
-0.8% -$5.2K 0.01% 331
2024
Q2 		$610K Buy
2,323
+93
+4% +$24.1K 0.01% 331
2024
Q1 		$604K Sell
2,230
-313
-12% -$80K 0.01% 332
2023
Q4 		$641K Buy
2,543
+130
+5% +$29.3K 0.01% 322
2023
Q3 		$586K Hold
2,413
– – 0.01% 325
2023
Q2 		$586K Buy
+2,413
New +$553K 0.01% 325

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

Bradley Foster & Sargent's IWO Position: Q2 2026 in Review

Bradley Foster & Sargent reduced its iShares Russell 2000 Growth ETF (IWO) stake by 0.09% in Q2 2026, selling an estimated $730 and leaving 2,295 shares worth $904K. The position accounts for 0.01% of the portfolio, ranked #319.

Bradley Foster & Sargent first reported a position in IWO in Q2 2023 and has held it in 13 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Bradley Foster & Sargent held 2,295 shares of iShares Russell 2000 Growth ETF worth $904K as of Q2 2026.
  • Bradley Foster & Sargent sold 2 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $730.
  • iShares Russell 2000 Growth ETF made up 0.01% of Bradley Foster & Sargent's portfolio in Q2 2026, its #319 holding.
  • Bradley Foster & Sargent first reported a position in iShares Russell 2000 Growth ETF in Q2 2023 and has held it in 13 quarters since.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Bradley Foster & Sargent's 13F filing for Q2 2026, filed 14 Aug 2026.