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

Bullock 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 		$12.9K Hold
33
– – 0.01% 415
2026
Q1 		$10.4K Hold
33
– – 0.01% 417
2025
Q4 		$10.7K Hold
33
– – 0.01% 398
2025
Q3 		$10.6K Hold
33
– – 0.01% 411
2025
Q2 		$9.41K Hold
33
– – 0.01% 399
2025
Q1 		$8.44K Hold
33
– – ﹤0.01% 399
2024
Q4 		$9.5K Hold
33
– – 0.01% 396
2024
Q3 		$9.25K Hold
33
– – 0.01% 375
2024
Q2 		$8.6K Hold
33
– – 0.01% 368
2024
Q1 		$8.87K Buy
+33
New +$8.43K 0.01% 371

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 22.9% 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

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

Bullock Wealth Management held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 33 shares worth $12.9K. The position accounts for 0.01% of the portfolio, ranked #415.

Bullock Wealth Management first reported a position in IWO in Q1 2024 and has held it in 10 quarters since. 1,106 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Bullock Wealth Management held 33 shares of iShares Russell 2000 Growth ETF worth $12.9K as of Q2 2026.
  • Bullock Wealth Management left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Growth ETF made up 0.01% of Bullock Wealth Management's portfolio in Q2 2026, its #415 holding.
  • Bullock Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,106 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.