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

Eagle Strategies’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 		$2.13M Sell
5,400
-3
-0.1% -$1.09K 0.21% 93
2026
Q1 		$1.7M Sell
5,403
-1
-0% -$333 0.2% 101
2025
Q4 		$1.75M Buy
5,404
+10
+0.2% +$3.25K 0.22% 93
2025
Q3 		$1.73M Buy
5,394
+5
+0.1% +$1.51K 0.23% 93
2025
Q2 		$1.54M Sell
5,389
-246
-4% -$64.8K 0.23% 88
2025
Q1 		$1.44M Buy
5,635
+366
+7% +$103K 0.25% 81
2024
Q4 		$1.52M Buy
5,269
+18
+0.3% +$5.33K 0.26% 77
2024
Q3 		$1.49M Sell
5,251
-185
-3% -$50.7K 0.27% 76
2024
Q2 		$1.43M Buy
+5,436
New +$1.41M 0.27% 78
2024
Q1 		– Sell
-6,056
Closed -$1.53M – 301
2023
Q4 		$1.53M Sell
6,056
-68
-1% -$15.3K 0.33% 66
2023
Q3 		$1.37M Buy
6,124
+82
+1% +$19.6K 0.34% 64
2023
Q2 		$1.47M Sell
6,042
-123
-2% -$28.2K 0.36% 62
2023
Q1 		$1.4M Buy
6,165
+258
+4% +$59K 0.35% 61
2022
Q4 		$1.27M Buy
+5,907
New +$1.29M 0.38% 61
2022
Q3 		– Sell
-5,904
Closed -$1.22M – 126
2022
Q2 		$1.22M Sell
5,904
-627
-10% -$140K 0.44% 52
2022
Q1 		$1.67M Sell
6,531
-970
-13% -$248K 0.65% 40
2021
Q4 		$2.2M Buy
+7,501
New +$2.26M 0.86% 33

Other funds holding IWO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Eagle Strategies's IWO Position: Q2 2026 in Review

Eagle Strategies reduced its iShares Russell 2000 Growth ETF (IWO) stake by 0.06% in Q2 2026, selling an estimated $1.09K and leaving 5,400 shares worth $2.13M. The position accounts for 0.21% of the portfolio, ranked #93.

Eagle Strategies first reported a position in IWO in Q4 2021 and has held it in 17 quarters since. The position peaked at $2.2M in Q4 2021. 539 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Eagle Strategies held 5,400 shares of iShares Russell 2000 Growth ETF worth $2.13M as of Q2 2026.
  • Eagle Strategies sold 3 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $1.09K.
  • iShares Russell 2000 Growth ETF made up 0.21% of Eagle Strategies's portfolio in Q2 2026, its #93 holding.
  • Eagle Strategies first reported a position in iShares Russell 2000 Growth ETF in Q4 2021 and has held it in 17 quarters since.
  • Eagle Strategies's iShares Russell 2000 Growth ETF position peaked at $2.2M in Q4 2021.
  • 539 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Eagle Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.