Callan Family Office’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Callan Family Office’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	$572K	Buy	1,452 +132	+10%	+$48.2K	0.01%	770
2026 Q1	$414K	Sell	1,320 -7,797	-86%	-$2.59M	0.01%	832
2025 Q4	$2.94M	Buy	9,117 +8,394	+1,161%	+$2.73M	0.06%	269
2025 Q3	$231K	Buy	+723	New	+$218K	0.01%	788
2025 Q2	–	Sell	-843	Closed	-$215K	–	937
2025 Q1	$215K	Buy	843 +96	+13%	+$27.1K	0.02%	510
2024 Q4	$215K	Buy	+747	New	+$221K	0.01%	584

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

Callan Family Office's IWO Position: Q2 2026 in Review

Callan Family Office increased its iShares Russell 2000 Growth ETF (IWO) stake by 10% in Q2 2026, buying an estimated $48.2K and bringing the position to 1,452 shares worth $572K. The position accounts for 0.01% of the portfolio, ranked #770.

Callan Family Office first reported a position in IWO in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.94M in Q4 2025. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Callan Family Office held 1,452 shares of iShares Russell 2000 Growth ETF worth $572K as of Q2 2026.
Callan Family Office bought 132 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $48.2K.
iShares Russell 2000 Growth ETF made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #770 holding.
Callan Family Office first reported a position in iShares Russell 2000 Growth ETF in Q4 2024 and has held it in 6 quarters since.
Callan Family Office's iShares Russell 2000 Growth ETF position peaked at $2.94M in Q4 2025.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.