Empirical Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Empirical Wealth Management’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	$261K	Hold	663	–	–	﹤0.01%	913
2026 Q1	$208K	Sell	663 -1	-0.2%	-$333	﹤0.01%	934
2025 Q4	$214K	Buy	+664	New	+$216K	﹤0.01%	835
2021 Q1	–	Sell	-1,500	Closed	-$430K	–	408
2020 Q4	$430K	Hold	1,500	–	–	0.03%	264
2020 Q3	$332K	Hold	1,500	–	–	0.03%	268
2020 Q2	$310K	Hold	1,500	–	–	0.03%	272
2020 Q1	$237K	Sell	1,500 -35	-2%	-$6.95K	0.03%	276
2019 Q4	$329K	Buy	1,535 +35	+2%	+$7.1K	0.04%	242
2019 Q3	$289K	Hold	1,500	–	–	0.04%	237
2019 Q2	$301K	Hold	1,500	–	–	0.04%	206
2019 Q1	$295K	Sell	1,500 -180	-11%	-$34.2K	0.04%	181
2018 Q4	$282K	Buy	+1,680	New	+$313K	0.05%	165

Other funds holding IWO

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return

Empirical Wealth Management's IWO Position: Q2 2026 in Review

Empirical Wealth Management held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 663 shares worth $261K. The position accounts for ﹤0.01% of the portfolio, ranked #913.

Empirical Wealth Management first reported a position in IWO in Q4 2018 and has held it in 12 quarters since. The position peaked at $430K in Q4 2020. 452 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Empirical Wealth Management held 663 shares of iShares Russell 2000 Growth ETF worth $261K as of Q2 2026.
Empirical Wealth Management left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up ﹤0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #913 holding.
Empirical Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2018 and has held it in 12 quarters since.
Empirical Wealth Management's iShares Russell 2000 Growth ETF position peaked at $430K in Q4 2020.
452 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.