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

Clearstead Trust’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	$34.7K	Hold	88	–	–	﹤0.01%	371
2026 Q1	$27.6K	Hold	88	–	–	﹤0.01%	391
2025 Q4	$28.4K	Hold	88	–	–	﹤0.01%	401
2025 Q3	$28.2K	Hold	88	–	–	﹤0.01%	386
2025 Q2	$25.2K	Hold	88	–	–	﹤0.01%	389
2025 Q1	$22.5K	Hold	88	–	–	0.01%	343
2024 Q4	$25.3K	Hold	88	–	–	0.01%	302
2024 Q3	$25K	Hold	88	–	–	0.01%	292
2024 Q2	$23.1K	Hold	88	–	–	0.01%	297
2024 Q1	$23.8K	Hold	88	–	–	0.01%	295
2023 Q4	$22.2K	Hold	88	–	–	0.01%	284
2023 Q3	$19.7K	Hold	88	–	–	0.01%	282
2023 Q2	$21.4K	Hold	88	–	–	0.01%	266
2023 Q1	$20K	Hold	88	–	–	0.01%	264
2022 Q4	$19K	Hold	88	–	–	0.01%	283
2022 Q3	$18K	Buy	+88	New	+$19.8K	0.01%	262
2020 Q2	–	Sell	-650	Closed	-$103K	–	168
2020 Q1	$103K	Hold	650	–	–	0.09%	103
2019 Q4	$139K	Hold	650	–	–	0.1%	104
2019 Q3	$125K	Hold	650	–	–	0.1%	106
2019 Q2	$131K	Hold	650	–	–	0.1%	106
2019 Q1	$128K	Hold	650	–	–	0.11%	107
2018 Q4	$109K	Buy	+650	New	+$121K	0.1%	115

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

Clearstead Trust's IWO Position: Q2 2026 in Review

Clearstead Trust held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 88 shares worth $34.7K. The position accounts for ﹤0.01% of the portfolio, ranked #371.

Clearstead Trust first reported a position in IWO in Q4 2018 and has held it in 22 quarters since. The position peaked at $139K in Q4 2019. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Clearstead Trust held 88 shares of iShares Russell 2000 Growth ETF worth $34.7K as of Q2 2026.
Clearstead Trust left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #371 holding.
Clearstead Trust first reported a position in iShares Russell 2000 Growth ETF in Q4 2018 and has held it in 22 quarters since.
Clearstead Trust's iShares Russell 2000 Growth ETF position peaked at $139K in Q4 2019.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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