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BridgePort Financial Solutions’s iShares Russell 2000 Growth ETF IWO Stock Holding History

BridgePort Financial 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 		$391K Sell
993
-45
-4% -$16.4K 0.1% 156
2026
Q1 		$326K Hold
1,038
– – 0.09% 163
2025
Q4 		$335K Hold
1,038
– – 0.09% 172
2025
Q3 		$332K Hold
1,038
– – 0.09% 171
2025
Q2 		$297K Buy
+1,038
New +$273K 0.1% 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 22.96% 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

BridgePort Financial Solutions's IWO Position: Q2 2026 in Review

BridgePort Financial Solutions reduced its iShares Russell 2000 Growth ETF (IWO) stake by 4.3% in Q2 2026, selling an estimated $16.4K and leaving 993 shares worth $391K. The position accounts for 0.1% of the portfolio, ranked #156.

BridgePort Financial Solutions first reported a position in IWO in Q2 2025 and has held it in 5 quarters since. 1,105 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • BridgePort Financial Solutions held 993 shares of iShares Russell 2000 Growth ETF worth $391K as of Q2 2026.
  • BridgePort Financial Solutions sold 45 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $16.4K.
  • iShares Russell 2000 Growth ETF made up 0.1% of BridgePort Financial Solutions's portfolio in Q2 2026, its #156 holding.
  • BridgePort Financial Solutions first reported a position in iShares Russell 2000 Growth ETF in Q2 2025 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 BridgePort Financial Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.