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

CreativeOne Wealth’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 		$3.81M Sell
9,678
-436
-4% -$159K 0.08% 234
2026
Q1 		$3.17M Buy
10,114
+109
+1% +$36.3K 0.07% 258
2025
Q4 		$3.23M Buy
10,005
+162
+2% +$52.7K 0.08% 235
2025
Q3 		$3.15M Buy
9,843
+496
+5% +$150K 0.08% 241
2025
Q2 		$2.67M Buy
9,347
+1,292
+16% +$340K 0.07% 270
2025
Q1 		$2.06M Buy
8,055
+688
+9% +$194K 0.06% 298
2024
Q4 		$2.12M Sell
7,367
-275
-4% -$81.4K 0.07% 280
2024
Q3 		$2.17M Buy
7,642
+316
+4% +$86.6K 0.07% 250
2024
Q2 		$1.92M Buy
7,326
+603
+9% +$157K 0.1% 199
2024
Q1 		$1.82M Buy
6,723
+605
+10% +$155K 0.07% 242
2023
Q4 		$1.54M Buy
6,118
+4,555
+291% +$1.03M 0.1% 191
2023
Q3 		$350K Sell
1,563
-4,289
-73% -$1.03M 0.03% 407
2023
Q2 		$1.42M Buy
5,852
+271
+5% +$62.1K 0.07% 266
2023
Q1 		$1.27M Buy
5,581
+1,009
+22% +$231K 0.06% 264
2022
Q4 		$981K Buy
4,572
+669
+17% +$147K 0.05% 289
2022
Q3 		$806K Buy
3,903
+980
+34% +$221K 0.05% 300
2022
Q2 		$603K Buy
2,923
+123
+4% +$27.4K 0.03% 356
2022
Q1 		$716K Sell
2,800
-1,359
-33% -$348K 0.04% 343
2021
Q4 		$1.22M Buy
4,159
+1,804
+77% +$544K 0.06% 262
2021
Q3 		$691K Buy
2,355
+418
+22% +$126K 0.04% 325
2021
Q2 		$604K Sell
1,937
-727
-27% -$219K 0.04% 342
2021
Q1 		$801K Buy
2,664
+601
+29% +$187K 0.06% 239
2020
Q4 		$591K Buy
2,063
+699
+51% +$178K 0.05% 262
2020
Q3 		$302K Buy
1,364
+325
+31% +$71.1K 0.04% 204
2020
Q2 		$214K Buy
+1,039
New +$194K 0.03% 230
2020
Q1 		– Sell
-1,022
Closed -$219K – 214
2019
Q4 		$219K Buy
+1,022
New +$207K 0.04% 203

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 22.96% 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

CreativeOne Wealth's IWO Position: Q2 2026 in Review

CreativeOne Wealth reduced its iShares Russell 2000 Growth ETF (IWO) stake by 4.3% in Q2 2026, selling an estimated $159K and leaving 9,678 shares worth $3.81M. The position accounts for 0.08% of the portfolio, ranked #234.

CreativeOne Wealth first reported a position in IWO in Q4 2019 and has held it in 26 quarters since. 1,105 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • CreativeOne Wealth held 9,678 shares of iShares Russell 2000 Growth ETF worth $3.81M as of Q2 2026.
  • CreativeOne Wealth sold 436 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $159K.
  • iShares Russell 2000 Growth ETF made up 0.08% of CreativeOne Wealth's portfolio in Q2 2026, its #234 holding.
  • CreativeOne Wealth first reported a position in iShares Russell 2000 Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • 1,105 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.