Connecticut Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Connecticut Wealth Management’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	$1.92M	Buy	4,863 +1	+0%	+$365	0.07%	109
2026 Q1	$1.53M	Sell	4,862 -426	-8%	-$142K	0.06%	121
2025 Q4	$1.71M	Hold	5,288	–	–	0.07%	116
2025 Q3	$1.69M	Hold	5,288	–	–	0.08%	109
2025 Q2	$1.51M	Sell	5,288 -217	-4%	-$57.1K	0.07%	117
2025 Q1	$1.41M	Hold	5,505	–	–	0.07%	116
2024 Q4	$1.58M	Sell	5,505 -51	-0.9%	-$15.1K	0.08%	97
2024 Q3	$1.58M	Sell	5,556 -194	-3%	-$53.1K	0.08%	116
2024 Q2	$1.51M	Sell	5,750 -565	-9%	-$147K	0.08%	117
2024 Q1	$1.71M	Sell	6,315 -420	-6%	-$107K	0.09%	103
2023 Q4	$1.7M	Buy	6,735 +45	+0.7%	+$10.1K	0.1%	102
2023 Q3	$1.5M	Buy	6,690 +1,235	+23%	+$296K	0.1%	92
2023 Q2	$1.32M	Buy	5,455 +206	+4%	+$47.2K	0.09%	85
2023 Q1	$1.19M	Buy	5,249 +89	+2%	+$20.4K	0.09%	83
2022 Q4	$1.11M	Buy	5,160 +8	+0.2%	+$1.75K	0.09%	78
2022 Q3	$1.06M	Hold	5,152	–	–	0.1%	77
2022 Q2	$1.06M	Sell	5,152 -3	-0.1%	-$669	0.09%	84
2022 Q1	$1.32M	Sell	5,155 -316	-6%	-$80.9K	0.1%	77
2021 Q4	$1.6M	Buy	5,471 +2	+0%	+$603	0.12%	68
2021 Q3	$1.61M	Sell	5,469 -88	-2%	-$26.4K	0.14%	65
2021 Q2	$1.73M	Buy	+5,557	New	+$1.67M	0.15%	63
2020 Q4	–	Sell	-5,982	Closed	-$1.32M	–	204
2020 Q3	$1.32M	Buy	+5,982	New	+$1.31M	0.15%	69
2020 Q2	–	Sell	-10,576	Closed	-$1.67M	–	148
2020 Q1	$1.67M	Buy	10,576 +4	+0%	+$794	0.25%	53
2019 Q4	$2.27M	Sell	10,572 -116	-1%	-$23.5K	0.25%	54
2019 Q3	$2.06M	Sell	10,688 -184	-2%	-$36.5K	0.25%	53
2019 Q2	$2.18M	Buy	10,872 +8,484	+355%	+$1.68M	0.27%	52
2019 Q1	$470K	Buy	2,388 +3	+0.1%	+$571	0.16%	43
2018 Q4	$401K	Buy	2,385 +7	+0.3%	+$1.31K	0.17%	44
2018 Q3	$504K	Buy	2,378 +3	+0.1%	+$640	0.22%	39
2018 Q2	$490K	Hold	2,375	–	–	0.23%	38
2018 Q1	$441K	Buy	2,375 +3	+0.1%	+$576	0.25%	38
2017 Q4	$451K	Buy	2,372 +4	+0.2%	+$730	0.24%	36
2017 Q3	$428K	Buy	2,368 +7	+0.3%	+$1.19K	0.25%	39
2017 Q2	$397K	Hold	2,361	–	–	0.24%	40
2017 Q1	$372K	Buy	2,361 +4	+0.2%	+$635	0.23%	44
2016 Q4	$369K	Buy	2,357 +6	+0.3%	+$896	0.24%	40
2016 Q3	$348K	Buy	+2,351	New	+$343K	0.25%	40

Other funds holding IWO

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BPWM

Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Connecticut Wealth Management's IWO Position: Q2 2026 in Review

Connecticut Wealth Management increased its iShares Russell 2000 Growth ETF (IWO) stake by 0.02% in Q2 2026, buying an estimated $365 and bringing the position to 4,863 shares worth $1.92M. The position accounts for 0.07% of the portfolio, ranked #109.

Connecticut Wealth Management first reported a position in IWO in Q3 2016 and has held it in 37 quarters since. The position peaked at $2.27M in Q4 2019. 510 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Connecticut Wealth Management held 4,863 shares of iShares Russell 2000 Growth ETF worth $1.92M as of Q2 2026.
Connecticut Wealth Management bought 1 iShares Russell 2000 Growth ETF share in Q2 2026, an estimated $365.
iShares Russell 2000 Growth ETF made up 0.07% of Connecticut Wealth Management's portfolio in Q2 2026, its #109 holding.
Connecticut Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q3 2016 and has held it in 37 quarters since.
Connecticut Wealth Management's iShares Russell 2000 Growth ETF position peaked at $2.27M in Q4 2019.
510 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.