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

Elevated Capital 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 		$123K Sell
313
-100
-24% -$36.5K 0.03% 271
2026
Q1 		$130K Sell
413
-5,478
-93% -$1.82M 0.03% 262
2025
Q4 		$1.9M Buy
5,891
+1,559
+36% +$507K 0.44% 59
2025
Q3 		$1.39M Buy
4,332
+1,414
+48% +$427K 0.34% 71
2025
Q2 		$746K Hold
2,918
– – 0.21% 149
2025
Q1 		$746K Sell
2,918
-46
-2% -$13K 0.21% 149
2024
Q4 		$853K Buy
2,964
+951
+47% +$281K 0.23% 126
2024
Q3 		$572K Buy
+2,013
New +$551K 0.15% 194

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
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

Elevated Capital Advisors's IWO Position: Q2 2026 in Review

Elevated Capital Advisors reduced its iShares Russell 2000 Growth ETF (IWO) stake by 24% in Q2 2026, selling an estimated $36.5K and leaving 313 shares worth $123K. The position accounts for 0.03% of the portfolio, ranked #271.

Elevated Capital Advisors first reported a position in IWO in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.9M in Q4 2025. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Elevated Capital Advisors held 313 shares of iShares Russell 2000 Growth ETF worth $123K as of Q2 2026.
  • Elevated Capital Advisors sold 100 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $36.5K.
  • iShares Russell 2000 Growth ETF made up 0.03% of Elevated Capital Advisors's portfolio in Q2 2026, its #271 holding.
  • Elevated Capital Advisors first reported a position in iShares Russell 2000 Growth ETF in Q3 2024 and has held it in 8 quarters since.
  • Elevated Capital Advisors's iShares Russell 2000 Growth ETF position peaked at $1.9M in Q4 2025.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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