Brady Martz Wealth Solutions’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Brady Martz Wealth Solutions’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	$661K	Hold	1,679	–	–	0.1%	123
2026 Q1	$527K	Sell	1,679 -2,583	-61%	-$859K	0.09%	127
2025 Q4	$1.38M	Hold	4,262	–	–	0.24%	76
2025 Q3	$1.36M	Hold	4,262	–	–	0.25%	75
2025 Q2	$1.22M	Sell	4,262 -190	-4%	-$50K	0.24%	80
2025 Q1	$1.14M	Hold	4,452	–	–	0.26%	78
2024 Q4	$1.28M	Buy	+4,452	New	+$1.32M	0.31%	70

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

Brady Martz Wealth Solutions's IWO Position: Q2 2026 in Review

Brady Martz Wealth Solutions held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 1,679 shares worth $661K. The position accounts for 0.1% of the portfolio, ranked #123.

Brady Martz Wealth Solutions first reported a position in IWO in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.38M in Q4 2025. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Brady Martz Wealth Solutions held 1,679 shares of iShares Russell 2000 Growth ETF worth $661K as of Q2 2026.
Brady Martz Wealth Solutions left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.1% of Brady Martz Wealth Solutions's portfolio in Q2 2026, its #123 holding.
Brady Martz Wealth Solutions first reported a position in iShares Russell 2000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
Brady Martz Wealth Solutions's iShares Russell 2000 Growth ETF position peaked at $1.38M in Q4 2025.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.