Eight 31 Financial’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Eight 31 Financial’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	$340K	Sell	863 -39	-4%	-$14.2K	0.2%	48
2026 Q1	$283K	Hold	902	–	–	0.17%	55
2025 Q4	$291K	Sell	902 -16	-2%	-$5.2K	0.16%	58
2025 Q3	$294K	Hold	918	–	–	0.17%	56
2025 Q2	$262K	Hold	918	–	–	0.17%	52
2025 Q1	$235K	Hold	918	–	–	0.15%	60
2024 Q4	$264K	Buy	918 +61	+7%	+$18K	0.2%	52
2024 Q3	$243K	Buy	+857	New	+$235K	0.19%	55

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

Eight 31 Financial's IWO Position: Q2 2026 in Review

Eight 31 Financial reduced its iShares Russell 2000 Growth ETF (IWO) stake by 4.3% in Q2 2026, selling an estimated $14.2K and leaving 863 shares worth $340K. The position accounts for 0.2% of the portfolio, ranked #48.

Eight 31 Financial first reported a position in IWO in Q3 2024 and has held it in 8 quarters since. 1,106 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Eight 31 Financial held 863 shares of iShares Russell 2000 Growth ETF worth $340K as of Q2 2026.
Eight 31 Financial sold 39 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $14.2K.
iShares Russell 2000 Growth ETF made up 0.2% of Eight 31 Financial's portfolio in Q2 2026, its #48 holding.
Eight 31 Financial first reported a position in iShares Russell 2000 Growth ETF in Q3 2024 and has held it in 8 quarters since.
1,106 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Eight 31 Financial's 13F filing for Q2 2026, filed 13 Aug 2026.