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 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

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

FHC

First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

HWA

Hillcrest Wealth Advisors Hazlet, New Jersey $279M AUM 21.72% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $392M AUM

Brown Wealth Management's IWO Position: Q2 2026 in Review

Brown Wealth Management reduced its iShares Russell 2000 Growth ETF (IWO) stake by 1.6% in Q2 2026, selling an estimated $15K and leaving 2,481 shares worth $977K. The position accounts for 0.22% of the portfolio, ranked #56.

Brown Wealth Management first reported a position in IWO in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.17M in Q3 2025. 247 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Brown Wealth Management held 2,481 shares of iShares Russell 2000 Growth ETF worth $977K as of Q2 2026.
Brown Wealth Management sold 41 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $15K.
iShares Russell 2000 Growth ETF made up 0.22% of Brown Wealth Management's portfolio in Q2 2026, its #56 holding.
Brown Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q2 2023 and has held it in 12 quarters since.
Brown Wealth Management's iShares Russell 2000 Growth ETF position peaked at $1.17M in Q3 2025.
247 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Brown Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.