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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
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

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Echo45 Advisors's IWO Position: Q2 2026 in Review

Echo45 Advisors reduced its iShares Russell 2000 Growth ETF (IWO) stake by 5.9% in Q2 2026, selling an estimated $256K and leaving 11,210 shares worth $4.42M. The position accounts for 2.28% of the portfolio, ranked #16.

Echo45 Advisors first reported a position in IWO in Q4 2021 and has held it in 19 quarters since. 342 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Echo45 Advisors held 11,210 shares of iShares Russell 2000 Growth ETF worth $4.42M as of Q2 2026.
  • Echo45 Advisors sold 701 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $256K.
  • iShares Russell 2000 Growth ETF made up 2.28% of Echo45 Advisors's portfolio in Q2 2026, its #16 holding.
  • Echo45 Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 342 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Echo45 Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.