Diversified Enterprises
IWO icon

Diversified Enterprises’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Diversified Enterprises’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 		$309K Buy
867
+34
+4% +$12.8K 0.01% 348
2026
Q2 		$328K Sell
833
-3
-0.4% -$1.1K 0.02% 316
2026
Q1 		$262K Buy
836
+1
+0.1% +$333 0.01% 347
2025
Q4 		$270K Buy
835
+109
+15% +$35.5K 0.02% 317
2025
Q3 		$232K Sell
726
-56
-7% -$16.9K 0.02% 286
2025
Q2 		$224K Buy
+782
New +$206K 0.02% 289

Other funds holding IWO

Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
WoodTrust Financial
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return

Diversified Enterprises's IWO Position: Q3 2026 in Review

Diversified Enterprises increased its iShares Russell 2000 Growth ETF (IWO) stake by 4.1% in Q3 2026, buying an estimated $12.8K and bringing the position to 867 shares worth $309K. The position accounts for 0.01% of the portfolio, ranked #348.

Diversified Enterprises first reported a position in IWO in Q2 2025 and has held it in 6 quarters since. The position peaked at $328K in Q2 2026. 441 funds tracked by Wall St. Rank hold IWO as of Q3 2026.

  • Diversified Enterprises held 867 shares of iShares Russell 2000 Growth ETF worth $309K as of Q3 2026.
  • Diversified Enterprises bought 34 iShares Russell 2000 Growth ETF shares in Q3 2026, an estimated $12.8K.
  • iShares Russell 2000 Growth ETF made up 0.01% of Diversified Enterprises's portfolio in Q3 2026, its #348 holding.
  • Diversified Enterprises first reported a position in iShares Russell 2000 Growth ETF in Q2 2025 and has held it in 6 quarters since.
  • Diversified Enterprises's iShares Russell 2000 Growth ETF position peaked at $328K in Q2 2026.
  • 441 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2026.

Based on Diversified Enterprises's 13F filing for Q3 2026, filed 19 Oct 2026.