Diversify Advisory Services’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$588K Buy
+1,574
New +$574K 0.01% 817
2024
Q4
– Sell
-1,286
Closed -$368K – 659
2024
Q3
$368K Sell
1,286
-37
-3% -$10.1K 0.02% 449
2024
Q2
$346K Sell
1,323
-18
-1% -$4.67K 0.02% 467
2024
Q1
$360K Buy
+1,341
New +$343K 0.02% 494

Other funds holding IWO

Diversify Advisory Services's IWO Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q2 2026: 1,574 shares worth $588K. The stake represents 0.01% of the portfolio and ranks #817 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in IWO as recently as Q3 2024.

Diversify Advisory Services first reported a position in IWO in Q1 2024 and has held it in 4 quarters since. 1,106 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Diversify Advisory Services held 1,574 shares of iShares Russell 2000 Growth ETF worth $588K as of Q2 2026.
  • iShares Russell 2000 Growth ETF was a new Diversify Advisory Services position in Q2 2026.
  • iShares Russell 2000 Growth ETF made up 0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #817 holding.
  • Diversify Advisory Services first reported a position in iShares Russell 2000 Growth ETF in Q1 2024 and has held it in 4 quarters since.
  • 1,106 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.