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Commonwealth Retirement Investments’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Commonwealth Retirement Investments’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 		$7.88K Buy
+20
New +$7.3K ﹤0.01% 322
2026
Q1 		– Sell
-20
Closed -$6.46K – 277
2025
Q4 		$6.46K Buy
+20
New +$6.5K ﹤0.01% 353

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 22.9% 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

Commonwealth Retirement Investments's IWO Position: Q2 2026 in Review

Commonwealth Retirement Investments opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q2 2026: 20 shares worth $7.88K. The stake represents ﹤0.01% of the portfolio and ranks #322 among its holdings. This is a return to the name: Commonwealth Retirement Investments previously reported a position in IWO as recently as Q4 2025.

Commonwealth Retirement Investments first reported a position in IWO in Q4 2025 and has held it in 2 quarters since. 1,106 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Commonwealth Retirement Investments held 20 shares of iShares Russell 2000 Growth ETF worth $7.88K as of Q2 2026.
  • iShares Russell 2000 Growth ETF was a new Commonwealth Retirement Investments position in Q2 2026.
  • iShares Russell 2000 Growth ETF made up ﹤0.01% of Commonwealth Retirement Investments's portfolio in Q2 2026, its #322 holding.
  • Commonwealth Retirement Investments first reported a position in iShares Russell 2000 Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,106 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q2 2026, filed 3 Aug 2026.