DT
IWO icon

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

Diversified Trust’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 		$1.52M Hold
3,859
– – 0.02% 354
2026
Q1 		$1.21M Buy
3,859
+252
+7% +$83.8K 0.02% 403
2025
Q4 		$1.17M Hold
3,607
– – 0.02% 390
2025
Q3 		$1.15M Hold
3,607
– – 0.02% 390
2025
Q2 		$1.03M Sell
3,607
-40
-1% -$10.5K 0.02% 374
2025
Q1 		$932K Sell
3,647
-20
-0.5% -$5.64K 0.02% 383
2024
Q4 		$1.06M Hold
3,667
– – 0.03% 356
2024
Q3 		$1.04M Sell
3,667
-29
-0.8% -$7.94K 0.03% 368
2024
Q2 		$970K Sell
3,696
-122
-3% -$31.7K 0.03% 337
2024
Q1 		$1.03M Buy
3,818
+183
+5% +$46.8K 0.03% 313
2023
Q4 		$917K Sell
3,635
-240
-6% -$54.1K 0.03% 312
2023
Q3 		$869K Sell
3,875
-212
-5% -$50.7K 0.03% 296
2023
Q2 		$992K Sell
4,087
-107
-3% -$24.5K 0.04% 280
2023
Q1 		$951K Buy
4,194
+150
+4% +$34.3K 0.04% 278
2022
Q4 		$868K Buy
4,044
+71
+2% +$15.6K 0.04% 271
2022
Q3 		$821K Buy
3,973
+734
+23% +$165K 0.04% 246
2022
Q2 		$668K Hold
3,239
– – 0.03% 316
2022
Q1 		$828K Buy
3,239
+430
+15% +$110K 0.03% 300
2021
Q4 		$823K Sell
2,809
-301
-10% -$90.7K 0.03% 304
2021
Q3 		$913K Buy
3,110
+491
+19% +$148K 0.03% 247
2021
Q2 		$816K Hold
2,619
– – 0.03% 275
2021
Q1 		$788K Hold
2,619
– – 0.03% 255
2020
Q4 		$751K Hold
2,619
– – 0.03% 256
2020
Q3 		$580K Hold
2,619
– – 0.03% 281
2020
Q2 		$542K Hold
2,619
– – 0.03% 244
2020
Q1 		$414K Hold
2,619
– – 0.02% 241
2019
Q4 		$561K Hold
2,619
– – 0.03% 217
2019
Q3 		$505K Hold
2,619
– – 0.02% 188
2019
Q2 		$526K Hold
2,619
– – 0.03% 192
2019
Q1 		$515K Sell
2,619
-53
-2% -$10.1K 0.03% 183
2018
Q4 		$449K Buy
2,672
+53
+2% +$9.88K 0.03% 187
2018
Q3 		$563K Buy
2,619
+202
+8% +$43.1K 0.03% 162
2018
Q2 		$494K Hold
2,417
– – 0.03% 160
2018
Q1 		$461K Hold
2,417
– – 0.03% 164
2017
Q4 		$451K Hold
2,417
– – 0.03% 168
2017
Q3 		$433K Hold
2,417
– – 0.03% 170
2017
Q2 		$408K Sell
2,417
-224
-8% -$36.9K 0.03% 185
2017
Q1 		$427K Hold
2,641
– – 0.03% 169
2016
Q4 		$407K Hold
2,641
– – 0.03% 159
2016
Q3 		$393K Hold
2,641
– – 0.05% 186
2016
Q2 		$362K Hold
2,641
– – 0.04% 285
2016
Q1 		$350K Hold
2,641
– – 0.04% 284
2015
Q4 		$368K Hold
2,641
– – 0.04% 292
2015
Q3 		$354K Hold
2,641
– – 0.04% 315
2015
Q2 		$408K Hold
2,641
– – 0.04% 328
2015
Q1 		$400K Hold
2,641
– – 0.03% 360
2014
Q4 		$376K Buy
+2,641
New +$357K 0.03% 372
2014
Q2 		$366K Buy
+2,641
New +$347K 0.03% 428
2013
Q4 		$358K Hold
2,641
– – 0.04% 373
2013
Q3 		$332K Hold
2,641
– – 0.04% 382
2013
Q2 		$295K Buy
+2,641
New +$288K 0.04% 396

Other funds holding IWO

CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $392M AUM
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

Diversified Trust's IWO Position: Q2 2026 in Review

Diversified Trust held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 3,859 shares worth $1.52M. The position accounts for 0.02% of the portfolio, ranked #354.

Diversified Trust first reported a position in IWO in Q2 2013 and has held it in 51 quarters since. 221 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Diversified Trust held 3,859 shares of iShares Russell 2000 Growth ETF worth $1.52M as of Q2 2026.
  • Diversified Trust left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Growth ETF made up 0.02% of Diversified Trust's portfolio in Q2 2026, its #354 holding.
  • Diversified Trust first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and has held it in 51 quarters since.
  • 221 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.