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Clearstead Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Clearstead Advisors’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 		$3.53M Sell
8,954
-645
-7% -$235K 0.03% 296
2026
Q1 		$3.01M Sell
9,599
-400
-4% -$133K 0.03% 298
2025
Q4 		$3.23M Buy
9,999
+50
+0.5% +$16.3K 0.04% 258
2025
Q3 		$3.18M Buy
9,949
+126
+1% +$38K 0.04% 255
2025
Q2 		$2.81M Buy
9,823
+787
+9% +$207K 0.04% 265
2025
Q1 		$2.31M Buy
9,036
+909
+11% +$257K 0.04% 272
2024
Q4 		$2.34M Buy
8,127
+232
+3% +$68.6K 0.04% 273
2024
Q3 		$2.24M Buy
7,895
+302
+4% +$82.7K 0.03% 280
2024
Q2 		$1.99M Buy
7,593
+4,493
+145% +$1.17M 0.03% 279
2024
Q1 		$808K Buy
3,100
+139
+5% +$35.5K 0.04% 254
2023
Q4 		$747K Sell
2,961
-1,793
-38% -$404K 0.04% 260
2023
Q3 		$1.07M Buy
4,754
+2,421
+104% +$579K 0.03% 297
2023
Q2 		$566K Buy
2,333
+2
+0.1% +$459 0.03% 277
2023
Q1 		$529K Buy
2,331
+211
+10% +$48.3K 0.04% 248
2022
Q4 		$455K Sell
2,120
-72
-3% -$15.8K 0.04% 266
2022
Q3 		$453K Sell
2,192
-321
-13% -$72.2K 0.04% 238
2022
Q2 		$518K Buy
2,513
+1,182
+89% +$264K 0.04% 244
2022
Q1 		$340K Sell
1,331
-2,316
-64% -$593K 0.02% 322
2021
Q4 		$1.07M Buy
3,647
+2,534
+228% +$764K 0.07% 177
2021
Q3 		$327K Sell
1,113
-9
-0.8% -$2.7K 0.02% 300
2021
Q2 		$350K Hold
1,122
– – 0.03% 268
2021
Q1 		$337K Buy
1,122
+321
+40% +$99.6K 0.03% 266
2020
Q4 		$230K Sell
801
-1,150
-59% -$293K 0.02% 302
2020
Q3 		$432K Buy
1,951
+1,152
+144% +$252K 0.05% 198
2020
Q2 		$165K Sell
799
-19
-2% -$3.55K 0.02% 297
2020
Q1 		$129K Buy
+818
New +$162K 0.02% 296

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

Clearstead Advisors's IWO Position: Q2 2026 in Review

Clearstead Advisors reduced its iShares Russell 2000 Growth ETF (IWO) stake by 6.7% in Q2 2026, selling an estimated $235K and leaving 8,954 shares worth $3.53M. The position accounts for 0.03% of the portfolio, ranked #296.

Clearstead Advisors first reported a position in IWO in Q1 2020 and has held it in 26 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Clearstead Advisors held 8,954 shares of iShares Russell 2000 Growth ETF worth $3.53M as of Q2 2026.
  • Clearstead Advisors sold 645 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $235K.
  • iShares Russell 2000 Growth ETF made up 0.03% of Clearstead Advisors's portfolio in Q2 2026, its #296 holding.
  • Clearstead Advisors first reported a position in iShares Russell 2000 Growth ETF in Q1 2020 and has held it in 26 quarters since.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.