Commonwealth Equity Services’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Commonwealth Equity Services’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	$168M	Sell	425,316 -7,162	-2%	-$2.61M	0.21%	94
2026 Q1	$136M	Sell	432,478 -16,903	-4%	-$5.62M	0.19%	99
2025 Q4	$145M	Sell	449,381 -29,770	-6%	-$9.68M	0.19%	97
2025 Q3	$153M	Sell	479,151 -8,634	-2%	-$2.6M	0.2%	93
2025 Q2	$139M	Sell	487,785 -25,035	-5%	-$6.59M	0.18%	101
2025 Q1	$131M	Buy	512,820 +14,451	+3%	+$4.08M	0.19%	104
2024 Q4	$143M	Sell	498,369 -8,056	-2%	-$2.38M	0.21%	88
2024 Q3	$144M	Sell	506,425 -84,292	-14%	-$23.1M	0.22%	86
2024 Q2	$155M	Sell	590,717 -111,076	-16%	-$28.8M	0.25%	73
2024 Q1	$190M	Buy	701,793 +4,730	+0.7%	+$1.21M	0.32%	61
2023 Q4	$176M	Buy	697,063 +27,706	+4%	+$6.25M	0.32%	57
2023 Q3	$150M	Buy	669,357 +8,790	+1%	+$2.1M	0.31%	63
2023 Q2	$160M	Buy	660,567 +11,582	+2%	+$2.66M	0.33%	56
2023 Q1	$147M	Buy	648,985 +28,702	+5%	+$6.57M	0.31%	57
2022 Q4	$133M	Buy	620,283 +19,236	+3%	+$4.21M	0.32%	62
2022 Q3	$124M	Buy	601,047 +7,355	+1%	+$1.66M	0.32%	61
2022 Q2	$122M	Buy	593,692 +21,241	+4%	+$4.74M	0.32%	63
2022 Q1	$146M	Buy	572,451 +74,073	+15%	+$19M	0.33%	58
2021 Q4	$146M	Buy	498,378 +11,622	+2%	+$3.5M	0.33%	59
2021 Q3	$143M	Buy	486,756 +17,630	+4%	+$5.3M	0.36%	55
2021 Q2	$146M	Buy	469,126 +18,156	+4%	+$5.46M	0.37%	54
2021 Q1	$136M	Sell	450,970 -32,280	-7%	-$10M	0.38%	51
2020 Q4	$139M	Sell	483,250 -2,465	-0.5%	-$628K	0.42%	47
2020 Q3	$108M	Buy	485,715 +3,427	+0.7%	+$750K	0.37%	54
2020 Q2	$99.8M	Sell	482,288 -23,591	-5%	-$4.41M	0.38%	55
2020 Q1	$80M	Buy	505,879 +12,263	+2%	+$2.43M	0.37%	58
2019 Q4	$106M	Buy	493,616 +4,118	+0.8%	+$836K	0.4%	54
2019 Q3	$94.3M	Buy	489,498 +213	+0%	+$42.2K	0.4%	54
2019 Q2	$98.3M	Buy	489,285 +2,233	+0.5%	+$442K	0.43%	50
2019 Q1	$95.8M	Sell	487,052 -110,445	-18%	-$21M	0.44%	45
2018 Q4	$100M	Buy	597,497 +12,297	+2%	+$2.29M	0.53%	35
2018 Q3	$126M	Buy	585,200 +1,178	+0.2%	+$251K	0.6%	30
2018 Q2	$119M	Buy	584,022 +7,150	+1%	+$1.43M	0.62%	29
2018 Q1	$110M	Buy	576,872 +25,696	+5%	+$4.93M	0.6%	30
2017 Q4	$103M	Buy	551,176 +27,337	+5%	+$4.99M	0.56%	32
2017 Q3	$93.7M	Buy	523,839 +6,435	+1%	+$1.09M	0.56%	33
2017 Q2	$87.3M	Buy	517,404 +25,353	+5%	+$4.17M	0.55%	36
2017 Q1	$79.5M	Buy	492,051 +37,556	+8%	+$5.96M	0.53%	39
2016 Q4	$70M	Buy	454,495 +33,039	+8%	+$4.93M	0.52%	41
2016 Q3	$62.8M	Buy	421,456 +31,205	+8%	+$4.55M	0.5%	42
2016 Q2	$53.5M	Buy	390,251 +104,143	+36%	+$14.1M	0.45%	48
2016 Q1	$37.9M	Buy	286,108 +14,396	+5%	+$1.8M	0.34%	62
2015 Q4	$37.8M	Buy	271,712 +20,420	+8%	+$2.9M	0.36%	59
2015 Q3	$33.7M	Buy	251,292 +11,783	+5%	+$1.75M	0.35%	55
2015 Q2	$37M	Buy	239,509 +19,466	+9%	+$2.98M	0.37%	53
2015 Q1	$33.3M	Buy	220,043 +10,903	+5%	+$1.59M	0.35%	56
2014 Q4	$29.8M	Buy	209,140 +22,613	+12%	+$3.06M	0.33%	58
2014 Q3	$24.2M	Sell	186,527 -10,776	-5%	-$1.44M	0.29%	70
2014 Q2	$27.3M	Sell	197,303 -59,238	-23%	-$7.79M	0.33%	57
2014 Q1	$34.9M	Sell	256,541 -6,047	-2%	-$827K	0.48%	40
2013 Q4	$35.6M	Buy	262,588 +12,297	+5%	+$1.59M	0.52%	36
2013 Q3	$31.5M	Buy	250,291 +33,632	+16%	+$4.05M	0.51%	39
2013 Q2	$24.2M	Buy	+216,659	New	+$23.7M	0.43%	51

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

Commonwealth Equity Services's IWO Position: Q2 2026 in Review

Commonwealth Equity Services reduced its iShares Russell 2000 Growth ETF (IWO) stake by 1.7% in Q2 2026, selling an estimated $2.61M and leaving 425,316 shares worth $168M. The position accounts for 0.21% of the portfolio, ranked #94.

Commonwealth Equity Services first reported a position in IWO in Q2 2013 and has held it in 53 quarters since. The position peaked at $190M in Q1 2024. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Commonwealth Equity Services held 425,316 shares of iShares Russell 2000 Growth ETF worth $168M as of Q2 2026.
Commonwealth Equity Services sold 7,162 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $2.61M.
iShares Russell 2000 Growth ETF made up 0.21% of Commonwealth Equity Services's portfolio in Q2 2026, its #94 holding.
Commonwealth Equity Services first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and has held it in 53 quarters since.
Commonwealth Equity Services's iShares Russell 2000 Growth ETF position peaked at $190M in Q1 2024.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.