Clayton Financial Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Clayton Financial 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	–	Sell	-242	Closed	-$75.9K	–	329
2026 Q1	$75.9K	Hold	242	–	–	0.04%	117
2025 Q4	$78.2K	Hold	242	–	–	0.04%	120
2025 Q3	$77.5K	Buy	+242	New	+$73K	0.06%	79
2025 Q2	–	Sell	-5,901	Closed	-$1.51M	–	67
2025 Q1	$1.51M	Sell	5,901 -37	-0.6%	-$10.4K	0.55%	34
2024 Q4	$1.71M	Sell	5,938 -676	-10%	-$200K	0.62%	34
2024 Q3	$1.88M	Buy	6,614 +520	+9%	+$142K	0.7%	32
2024 Q2	$1.65M	Buy	6,094 +385	+7%	+$99.9K	0.71%	31
2024 Q1	$1.55M	Buy	+5,709	New	+$1.46M	0.7%	32

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

Clayton Financial Group's IWO Position: Q2 2026 in Review

Clayton Financial Group sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2026, closing a stake of 242 shares — an estimated $75.9K sold.

Clayton Financial Group first reported a position in IWO in Q1 2024 and held it in 8 quarters. The position peaked at $1.88M in Q3 2024. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Clayton Financial Group reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2026 after selling out during the quarter.
Clayton Financial Group sold 242 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $75.9K.
Clayton Financial Group first reported a position in iShares Russell 2000 Growth ETF in Q1 2024 and held it in 8 quarters.
Clayton Financial Group's iShares Russell 2000 Growth ETF position peaked at $1.88M in Q3 2024.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.