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

Diversify Wealth 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 Q2	$588K	Hold	1,574	–	–	0.01%	817
2026 Q1	$553K	Buy	1,574 +81	+5%	+$26.9K	0.01%	786
2025 Q4	$514K	Buy	1,493 +21	+1%	+$6.83K	0.02%	435
2025 Q3	$484K	Buy	1,472 +1	+0.1%	+$302	0.03%	384
2025 Q2	$441K	Buy	1,471 +10	+0.7%	+$2.63K	0.03%	391
2025 Q1	$373K	Sell	1,461 -75	-5%	-$21.2K	0.03%	404
2024 Q4	$437K	Buy	+1,536	New	+$454K	0.03%	367

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Diversify Wealth Management's IWO Position: Q2 2026 in Review

Diversify Wealth Management held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 1,574 shares worth $588K. The position accounts for 0.01% of the portfolio, ranked #817.

Diversify Wealth Management first reported a position in IWO in Q4 2024 and has held it in 7 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Diversify Wealth Management held 1,574 shares of iShares Russell 2000 Growth ETF worth $588K as of Q2 2026.
Diversify Wealth Management left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #817 holding.
Diversify Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.