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Certuity’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Certuity’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 		$331K Sell
841
-99
-11% -$36.1K 0.02% 475
2026
Q1 		$295K Sell
940
-203
-18% -$67.5K 0.02% 466
2025
Q4 		$369K Hold
1,143
– – 0.02% 353
2025
Q3 		$366K Sell
1,143
-77
-6% -$23.2K 0.03% 338
2025
Q2 		$349K Buy
1,220
+29
+2% +$7.63K 0.03% 274
2025
Q1 		$304K Sell
1,191
-19
-2% -$5.36K 0.03% 260
2024
Q4 		$348K Buy
1,210
+2
+0.2% +$592 0.04% 231
2024
Q3 		$343K Sell
1,208
-57
-5% -$15.6K 0.04% 235
2024
Q2 		$332K Buy
1,265
+1
+0.1% +$260 0.03% 238
2024
Q1 		$342K Buy
1,264
+1
+0.1% +$256 0.03% 227
2023
Q4 		$319K Sell
1,263
-35
-3% -$7.89K 0.03% 236
2023
Q3 		$291K Hold
1,298
– – 0.03% 195
2023
Q2 		$315K Sell
1,298
-34
-3% -$7.8K 0.04% 194
2023
Q1 		$302K Sell
1,332
-9
-0.7% -$2.06K 0.04% 160
2022
Q4 		$288K Sell
1,341
-124
-8% -$27.2K 0.05% 156
2022
Q3 		$303K Sell
1,465
-89
-6% -$20K 0.07% 129
2022
Q2 		$321K Sell
1,554
-1,598
-51% -$356K 0.08% 136
2022
Q1 		$806K Buy
3,152
+687
+28% +$176K 0.17% 90
2021
Q4 		$722K Buy
2,465
+1,015
+70% +$306K 0.15% 96
2021
Q3 		$426K Sell
1,450
-4
-0.3% -$1.2K 0.09% 189
2021
Q2 		$453K Buy
1,454
+13
+0.9% +$3.91K 0.1% 146
2021
Q1 		$433K Buy
1,441
+27
+2% +$8.38K 0.12% 129
2020
Q4 		$406K Hold
1,414
– – 0.13% 120
2020
Q3 		$313K Buy
1,414
+158
+13% +$34.6K 0.12% 119
2020
Q2 		$260K Buy
+1,256
New +$235K 0.12% 127
2020
Q1 		– Sell
-1,097
Closed -$235K – 202
2019
Q4 		$235K Buy
+1,097
New +$223K 0.11% 145

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 22.96% 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

Certuity's IWO Position: Q2 2026 in Review

Certuity reduced its iShares Russell 2000 Growth ETF (IWO) stake by 11% in Q2 2026, selling an estimated $36.1K and leaving 841 shares worth $331K. The position accounts for 0.02% of the portfolio, ranked #475.

Certuity first reported a position in IWO in Q4 2019 and has held it in 26 quarters since. The position peaked at $806K in Q1 2022. 1,105 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Certuity held 841 shares of iShares Russell 2000 Growth ETF worth $331K as of Q2 2026.
  • Certuity sold 99 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $36.1K.
  • iShares Russell 2000 Growth ETF made up 0.02% of Certuity's portfolio in Q2 2026, its #475 holding.
  • Certuity first reported a position in iShares Russell 2000 Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • Certuity's iShares Russell 2000 Growth ETF position peaked at $806K in Q1 2022.
  • 1,105 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.