Eagle Bay Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Eagle Bay Advisors’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	$547K	Hold	1,388	–	–	0.41%	55
2026 Q1	$436K	Hold	1,388	–	–	0.38%	63
2025 Q4	$448K	Hold	1,388	–	–	0.33%	57
2025 Q3	$444K	Hold	1,388	–	–	0.35%	57
2025 Q2	$397K	Hold	1,388	–	–	0.33%	61
2025 Q1	$355K	Hold	1,388	–	–	0.3%	68
2024 Q4	$399K	Hold	1,388	–	–	0.25%	66
2024 Q3	$394K	Hold	1,388	–	–	0.15%	106
2024 Q2	$364K	Hold	1,388	–	–	0.22%	75
2024 Q1	$376K	Buy	1,388 +813	+141%	+$208K	0.24%	73
2023 Q4	$145K	Hold	575	–	–	0.09%	169
2023 Q3	$129K	Hold	575	–	–	0.06%	202
2023 Q2	$140K	Hold	575	–	–	0.08%	160
2023 Q1	$130K	Hold	575	–	–	0.07%	186
2022 Q4	$123K	Sell	575 -25	-4%	-$5.48K	0.07%	192
2022 Q3	$124K	Hold	600	–	–	0.08%	173
2022 Q2	$124K	Buy	+600	New	+$134K	0.07%	169
2022 Q1	–	Sell	-600	Closed	-$176K	–	618
2021 Q4	$176K	Sell	600 -100	-14%	-$30.1K	0.11%	114
2021 Q3	$206K	Sell	700 -125	-15%	-$37.6K	0.12%	129
2021 Q2	$258K	Buy	+825	New	+$248K	0.21%	69

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

Eagle Bay Advisors's IWO Position: Q2 2026 in Review

Eagle Bay Advisors held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 1,388 shares worth $547K. The position accounts for 0.41% of the portfolio, ranked #55.

Eagle Bay Advisors first reported a position in IWO in Q2 2021 and has held it in 20 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Eagle Bay Advisors held 1,388 shares of iShares Russell 2000 Growth ETF worth $547K as of Q2 2026.
Eagle Bay Advisors left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.41% of Eagle Bay Advisors's portfolio in Q2 2026, its #55 holding.
Eagle Bay Advisors first reported a position in iShares Russell 2000 Growth ETF in Q2 2021 and has held it in 20 quarters since.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Eagle Bay Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.