Echo45 Advisors
IWO icon

Echo45 Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Echo45 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
Q3 		$4.05M Buy
11,353
+143
+1% +$53.9K 1.85% 19
2026
Q2 		$4.42M Sell
11,210
-701
-6% -$256K 2.28% 16
2026
Q1 		$3.74M Buy
11,911
+163
+1% +$54.2K 2.1% 19
2025
Q4 		$3.79M Buy
11,748
+69
+0.6% +$22.4K 2.17% 16
2025
Q3 		$3.74M Buy
11,679
+151
+1% +$45.6K 2.19% 15
2025
Q2 		$3.3M Buy
11,528
+195
+2% +$51.3K 2.08% 15
2025
Q1 		$2.9M Buy
11,333
+379
+3% +$107K 1.94% 17
2024
Q4 		$3.23M Buy
10,954
+478
+5% +$141K 2.12% 15
2024
Q3 		$2.98M Buy
10,476
+414
+4% +$113K 1.94% 16
2024
Q2 		$2.64M Sell
10,062
-1,102
-10% -$286K 1.86% 16
2024
Q1 		$3.02M Buy
11,164
+47
+0.4% +$12K 2.18% 13
2023
Q4 		$2.8M Buy
11,117
+1,589
+17% +$358K 2.16% 14
2023
Q3 		$2.14M Buy
9,528
+70
+0.7% +$16.8K 1.81% 15
2023
Q2 		$2.3M Sell
9,458
-203
-2% -$46.5K 1.89% 14
2023
Q1 		$2.19M Buy
9,661
+1,704
+21% +$390K 1.82% 14
2022
Q4 		$1.71M Buy
7,957
+493
+7% +$108K 1.53% 14
2022
Q3 		$1.54M Buy
7,464
+308
+4% +$69.3K 1.56% 15
2022
Q2 		$1.48M Buy
7,156
+2,572
+56% +$573K 1.39% 15
2022
Q1 		$1.17M Buy
4,584
+1,970
+75% +$504K 0.92% 19
2021
Q4 		$766K Buy
+2,614
New +$788K 0.61% 28

Other funds holding IWO

Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
WoodTrust Financial
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
Vaughan & Co Securities
Vaughan & Co Securities Ridgewood, New Jersey $213M AUM 17.09% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Powell Investment Advisors
Powell Investment Advisors Miami, Florida $313M AUM 15.34% 1-Year Est. Return
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Echo45 Advisors's IWO Position: Q3 2026 in Review

Echo45 Advisors increased its iShares Russell 2000 Growth ETF (IWO) stake by 1.3% in Q3 2026, buying an estimated $53.9K and bringing the position to 11,353 shares worth $4.05M. The position accounts for 1.85% of the portfolio, ranked #19.

Echo45 Advisors first reported a position in IWO in Q4 2021 and has held it in 20 quarters since. The position peaked at $4.42M in Q2 2026. 312 funds tracked by Wall St. Rank hold IWO as of Q3 2026.

  • Echo45 Advisors held 11,353 shares of iShares Russell 2000 Growth ETF worth $4.05M as of Q3 2026.
  • Echo45 Advisors bought 143 iShares Russell 2000 Growth ETF shares in Q3 2026, an estimated $53.9K.
  • iShares Russell 2000 Growth ETF made up 1.85% of Echo45 Advisors's portfolio in Q3 2026, its #19 holding.
  • Echo45 Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2021 and has held it in 20 quarters since.
  • Echo45 Advisors's iShares Russell 2000 Growth ETF position peaked at $4.42M in Q2 2026.
  • 312 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2026.

Based on Echo45 Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.