Carbahal Olsen Financial Services Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Carbahal Olsen Financial Services Group’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	$5.76M	Sell	14,625 -52	-0.4%	-$19K	4%	8
2026 Q1	$4.61M	Buy	14,677 +119	+0.8%	+$39.6K	3.68%	8
2025 Q4	$4.7M	Buy	14,558 +236	+2%	+$76.8K	3.61%	8
2025 Q3	$4.58M	Sell	14,322 -457	-3%	-$138K	3.68%	8
2025 Q2	$4.22M	Buy	14,779 +11	+0.1%	+$2.9K	3.6%	8
2025 Q1	$3.77M	Buy	14,768 +24	+0.2%	+$6.77K	3.58%	8
2024 Q4	$4.24M	Buy	+14,744	New	+$4.36M	3.91%	8

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

Carbahal Olsen Financial Services Group's IWO Position: Q2 2026 in Review

Carbahal Olsen Financial Services Group reduced its iShares Russell 2000 Growth ETF (IWO) stake by 0.35% in Q2 2026, selling an estimated $19K and leaving 14,625 shares worth $5.76M. The position accounts for 4% of the portfolio, ranked #8.

Carbahal Olsen Financial Services Group first reported a position in IWO in Q4 2024 and has held it in 7 quarters since. 1,100 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Carbahal Olsen Financial Services Group held 14,625 shares of iShares Russell 2000 Growth ETF worth $5.76M as of Q2 2026.
Carbahal Olsen Financial Services Group sold 52 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $19K.
iShares Russell 2000 Growth ETF made up 4% of Carbahal Olsen Financial Services Group's portfolio in Q2 2026, its #8 holding.
Carbahal Olsen Financial Services Group first reported a position in iShares Russell 2000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,100 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Carbahal Olsen Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.