Cassaday & Co Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Cassaday & Co 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	$373M	Buy	947,047 +11,572	+1%	+$4.22M	7.01%	2
2026 Q1	$294M	Buy	935,475 +13,806	+1%	+$4.59M	6.25%	4
2025 Q4	$298M	Buy	921,669 +10,522	+1%	+$3.42M	6.27%	2
2025 Q3	$292M	Buy	911,147 +10,143	+1%	+$3.06M	6.72%	3
2025 Q2	$258M	Buy	901,004 +12,754	+1%	+$3.36M	6.45%	3
2025 Q1	$227M	Sell	888,250 -2,967	-0.3%	-$837K	6.38%	4
2024 Q4	$257M	Buy	891,217 +13,989	+2%	+$4.14M	7%	4
2024 Q3	$249M	Buy	877,228 +19,467	+2%	+$5.33M	7.04%	4
2024 Q2	$225M	Buy	857,761 +17,555	+2%	+$4.56M	7.08%	4
2024 Q1	$228M	Buy	840,206 +17,768	+2%	+$4.54M	7.4%	4
2023 Q4	$207M	Buy	822,438 +4,193	+0.5%	+$945K	7.19%	4
2023 Q3	$183M	Buy	818,245 +9,010	+1%	+$2.16M	7.67%	3
2023 Q2	$196M	Buy	809,235 +15,177	+2%	+$3.48M	7.78%	3
2023 Q1	$180M	Buy	794,058 +47,878	+6%	+$11M	7.68%	3
2022 Q4	$160M	Buy	+746,180	New	+$163M	7.39%	3

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

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Cassaday & Co Wealth Management's IWO Position: Q2 2026 in Review

Cassaday & Co Wealth Management increased its iShares Russell 2000 Growth ETF (IWO) stake by 1.2% in Q2 2026, buying an estimated $4.22M and bringing the position to 947,047 shares worth $373M. The position accounts for 7.01% of the portfolio, ranked #2.

Cassaday & Co Wealth Management first reported a position in IWO in Q4 2022 and has held it in 15 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Cassaday & Co Wealth Management held 947,047 shares of iShares Russell 2000 Growth ETF worth $373M as of Q2 2026.
Cassaday & Co Wealth Management bought 11,572 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $4.22M.
iShares Russell 2000 Growth ETF made up 7.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #2 holding.
Cassaday & Co Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2022 and has held it in 15 quarters since.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.