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

Decision 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
Q3 		$1.85M Sell
5,194
-45
-0.9% -$17K 1.68% 9
2026
Q2 		$2.06M Buy
5,239
+17
+0.3% +$6.2K 1.88% 7
2026
Q1 		$1.64M Sell
5,222
-217
-4% -$72.2K 1.86% 8
2025
Q4 		$1.76M Buy
+5,439
New +$1.77M 1.92% 8

Other funds holding IWO

WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
LA
LWM Advisors El Dorado Hills, California $132M AUM 13.37% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
FCM
Fell Capital Management Newport Beach, California $116M AUM 17.16% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EA
Echo45 Advisors Walnut Creek, California $219M AUM 13.71% 1-Year Est. Return

Decision Investments's IWO Position: Q3 2026 in Review

Decision Investments reduced its iShares Russell 2000 Growth ETF (IWO) stake by 0.86% in Q3 2026, selling an estimated $17K and leaving 5,194 shares worth $1.85M. The position accounts for 1.68% of the portfolio, ranked #9.

Decision Investments first reported a position in IWO in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.06M in Q2 2026. 66 funds tracked by Wall St. Rank hold IWO as of Q3 2026.

  • Decision Investments held 5,194 shares of iShares Russell 2000 Growth ETF worth $1.85M as of Q3 2026.
  • Decision Investments sold 45 iShares Russell 2000 Growth ETF shares in Q3 2026, an estimated $17K.
  • iShares Russell 2000 Growth ETF made up 1.68% of Decision Investments's portfolio in Q3 2026, its #9 holding.
  • Decision Investments first reported a position in iShares Russell 2000 Growth ETF in Q4 2025 and has held it in 4 quarters since.
  • Decision Investments's iShares Russell 2000 Growth ETF position peaked at $2.06M in Q2 2026.
  • 66 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2026.

Based on Decision Investments's 13F filing for Q3 2026, filed 7 Oct 2026.