Dynamic Financial Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Dynamic Financial Group’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	$265K	Hold	672	–	–	0.2%	61
2026 Q1	$211K	Hold	672	–	–	0.17%	65
2025 Q4	$217K	Hold	672	–	–	0.19%	61
2025 Q3	$215K	Buy	+672	New	+$203K	0.19%	63
2025 Q2	–	Sell	-854	Closed	-$218K	–	62
2025 Q1	$218K	Hold	854	–	–	0.22%	56
2024 Q4	$246K	Buy	+854	New	+$253K	0.25%	49

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

Dynamic Financial Group's IWO Position: Q2 2026 in Review

Dynamic Financial Group held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 672 shares worth $265K. The position accounts for 0.2% of the portfolio, ranked #61.

Dynamic Financial Group first reported a position in IWO in Q4 2024 and has held it in 6 quarters since. 1,105 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Dynamic Financial Group held 672 shares of iShares Russell 2000 Growth ETF worth $265K as of Q2 2026.
Dynamic Financial Group left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.2% of Dynamic Financial Group's portfolio in Q2 2026, its #61 holding.
Dynamic Financial Group first reported a position in iShares Russell 2000 Growth ETF in Q4 2024 and has held it in 6 quarters since.
1,105 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Dynamic Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.