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DHJJ Financial Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

DHJJ Financial 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 		$1.32M Hold
3,348
– – 0.38% 47
2026
Q1 		$1.05M Hold
3,348
– – 0.35% 54
2025
Q4 		$1.08M Sell
3,348
-141
-4% -$45.9K 0.36% 52
2025
Q3 		$1.12M Hold
3,489
– – 0.38% 49
2025
Q2 		$997K Hold
3,489
– – 0.36% 54
2025
Q1 		$892K Hold
3,489
– – 0.36% 49
2024
Q4 		$1M Hold
3,489
– – 0.39% 49
2024
Q3 		$991K Sell
3,489
-5,306
-60% -$1.45M 0.39% 45
2024
Q2 		$2.31M Sell
8,795
-64
-0.7% -$16.6K 0.98% 21
2024
Q1 		$2.4M Sell
8,859
-274
-3% -$70K 1.06% 20
2023
Q4 		$2.3M Sell
9,133
-363
-4% -$81.8K 1.08% 20
2023
Q3 		$2.13M Sell
9,496
-112
-1% -$26.8K 1.08% 18
2023
Q2 		$2.33M Sell
9,608
-33
-0.3% -$7.57K 1.21% 17
2023
Q1 		$2.19M Sell
9,641
-31
-0.3% -$7.09K 1.19% 17
2022
Q4 		$2.07M Sell
9,672
-52
-0.5% -$11.4K 1.19% 18
2022
Q3 		$2.01M Sell
9,724
-434
-4% -$97.7K 1.17% 20
2022
Q2 		$2.1M Buy
10,158
+456
+5% +$102K 1.17% 20
2022
Q1 		$2.51M Sell
9,702
-16
-0.2% -$4.09K 1.2% 19
2021
Q4 		$2.85M Sell
9,718
-2,189
-18% -$660K 1.34% 19
2021
Q3 		$3.5M Sell
11,907
-42
-0.4% -$12.6K 1.81% 12
2021
Q2 		$3.72M Sell
11,949
-14
-0.1% -$4.21K 1.97% 11
2021
Q1 		$3.6M Sell
11,963
-817
-6% -$254K 2.08% 11
2020
Q4 		$3.66M Buy
+12,780
New +$3.26M 2.3% 11

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

DHJJ Financial Advisors's IWO Position: Q2 2026 in Review

DHJJ Financial Advisors held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 3,348 shares worth $1.32M. The position accounts for 0.38% of the portfolio, ranked #47.

DHJJ Financial Advisors first reported a position in IWO in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.72M in Q2 2021. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • DHJJ Financial Advisors held 3,348 shares of iShares Russell 2000 Growth ETF worth $1.32M as of Q2 2026.
  • DHJJ Financial Advisors left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Growth ETF made up 0.38% of DHJJ Financial Advisors's portfolio in Q2 2026, its #47 holding.
  • DHJJ Financial Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • DHJJ Financial Advisors's iShares Russell 2000 Growth ETF position peaked at $3.72M in Q2 2021.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.