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

Diversified 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
Q3 		$1.01M Buy
2,829
+51
+2% +$19.2K 0.18% 116
2026
Q2 		$1.09M Sell
2,778
-433
-13% -$158K 0.23% 54
2026
Q1 		$1.01M Buy
3,211
+629
+24% +$209K 0.17% 127
2025
Q4 		$834K Buy
+2,582
New +$840K 0.19% 68

Other funds holding IWO

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
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
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Diversified Management's IWO Position: Q3 2026 in Review

Diversified Management increased its iShares Russell 2000 Growth ETF (IWO) stake by 1.8% in Q3 2026, buying an estimated $19.2K and bringing the position to 2,829 shares worth $1.01M. The position accounts for 0.18% of the portfolio, ranked #116.

Diversified Management first reported a position in IWO in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.09M in Q2 2026. 43 funds tracked by Wall St. Rank hold IWO as of Q3 2026.

  • Diversified Management held 2,829 shares of iShares Russell 2000 Growth ETF worth $1.01M as of Q3 2026.
  • Diversified Management bought 51 iShares Russell 2000 Growth ETF shares in Q3 2026, an estimated $19.2K.
  • iShares Russell 2000 Growth ETF made up 0.18% of Diversified Management's portfolio in Q3 2026, its #116 holding.
  • Diversified Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2025 and has held it in 4 quarters since.
  • Diversified Management's iShares Russell 2000 Growth ETF position peaked at $1.09M in Q2 2026.
  • 43 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2026.

Based on Diversified Management's 13F filing for Q3 2026, filed 8 Oct 2026.