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

Concurrent Investment 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 		$2.35M Buy
5,967
+2,664
+81% +$972K 0.02% 673
2026
Q1 		$1.04M Buy
3,303
+1,146
+53% +$381K 0.01% 864
2025
Q4 		$697K Buy
2,157
+1,011
+88% +$329K 0.01% 999
2025
Q3 		$367K Buy
1,146
+40
+4% +$12.1K 0.01% 1060
2025
Q2 		$316K Sell
1,106
-100
-8% -$26.3K 0.01% 1044
2025
Q1 		$308K Buy
1,206
+71
+6% +$20K 0.01% 909
2024
Q4 		$327K Buy
1,135
+307
+37% +$90.8K 0.01% 796
2024
Q3 		$235K Buy
+828
New +$227K 0.01% 877

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

Concurrent Investment Advisors's IWO Position: Q2 2026 in Review

Concurrent Investment Advisors increased its iShares Russell 2000 Growth ETF (IWO) stake by 81% in Q2 2026, buying an estimated $972K and bringing the position to 5,967 shares worth $2.35M. The position accounts for 0.02% of the portfolio, ranked #673.

Concurrent Investment Advisors first reported a position in IWO in Q3 2024 and has held it in 8 quarters since. 1,106 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Concurrent Investment Advisors held 5,967 shares of iShares Russell 2000 Growth ETF worth $2.35M as of Q2 2026.
  • Concurrent Investment Advisors bought 2,664 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $972K.
  • iShares Russell 2000 Growth ETF made up 0.02% of Concurrent Investment Advisors's portfolio in Q2 2026, its #673 holding.
  • Concurrent Investment Advisors first reported a position in iShares Russell 2000 Growth ETF in Q3 2024 and has held it in 8 quarters since.
  • 1,106 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.