Brown Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Brown Wealth Management’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 Q3	$885K	Sell	2,480 -1	-0%	-$377	0.19%	57
2026 Q2	$977K	Sell	2,481 -41	-2%	-$15K	0.22%	56
2026 Q1	$791K	Sell	2,522 -588	-19%	-$196K	0.2%	61
2025 Q4	$1M	Sell	3,110 -561	-15%	-$182K	0.26%	55
2025 Q3	$1.17M	Sell	3,671 -99	-3%	-$29.9K	0.33%	51
2025 Q2	$1.08M	Buy	3,770 +1,045	+38%	+$275K	0.33%	49
2025 Q1	$696K	Buy	2,725 +402	+17%	+$113K	0.24%	53
2024 Q4	$669K	Sell	2,323 -68	-3%	-$20.1K	0.24%	47
2024 Q3	$679K	Sell	2,391 -143	-6%	-$39.2K	0.25%	48
2024 Q2	$665K	Buy	2,534 +454	+22%	+$118K	0.27%	47
2024 Q1	$563K	Sell	2,080 -23	-1%	-$5.88K	0.23%	50
2023 Q4	$530K	Buy	+2,103	New	+$474K	0.23%	51
2023 Q3	–	Sell	-2,089	Closed	-$507K	–	93
2023 Q2	$507K	Buy	+2,089	New	+$479K	0.26%	57

Other funds holding IWO

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

TIAA Wealth Investment Management New York $16.6B AUM

Brown Wealth Management's IWO Position: Q3 2026 in Review

Brown Wealth Management reduced its iShares Russell 2000 Growth ETF (IWO) stake by 0.04% in Q3 2026, selling an estimated $377 and leaving 2,480 shares worth $885K. The position accounts for 0.19% of the portfolio, ranked #57.

Brown Wealth Management first reported a position in IWO in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.17M in Q3 2025. 955 funds tracked by Wall St. Rank hold IWO as of Q3 2026.

Brown Wealth Management held 2,480 shares of iShares Russell 2000 Growth ETF worth $885K as of Q3 2026.
Brown Wealth Management sold 1 iShares Russell 2000 Growth ETF share in Q3 2026, an estimated $377.
iShares Russell 2000 Growth ETF made up 0.19% of Brown Wealth Management's portfolio in Q3 2026, its #57 holding.
Brown Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q2 2023 and has held it in 13 quarters since.
Brown Wealth Management's iShares Russell 2000 Growth ETF position peaked at $1.17M in Q3 2025.
955 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2026.

Based on Brown Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.