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Erickson Financial Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Erickson Financial Group’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 		$11.1M Buy
28,164
+1,793
+7% +$654K 5.95% 6
2026
Q1 		$8.28M Buy
26,371
+191
+0.7% +$63.5K 5.19% 5
2025
Q4 		$8.46M Sell
26,180
-264
-1% -$85.9K 5.19% 5
2025
Q3 		$8.46M Sell
26,444
-155
-0.6% -$46.8K 5.31% 5
2025
Q2 		$7.6M Sell
26,599
-8,532
-24% -$2.25M 5.14% 5
2025
Q1 		$8.98M Sell
35,131
-70
-0.2% -$19.8K 6.7% 5
2024
Q4 		$10.1M Sell
35,201
-5
-0% -$1.48K 7.21% 5
2024
Q3 		$10M Sell
35,206
-1,032
-3% -$283K 7.16% 5
2024
Q2 		$9.51M Buy
36,238
+9
+0% +$2.34K 7.25% 5
2024
Q1 		$9.81M Sell
36,229
-403
-1% -$103K 7.69% 5
2023
Q4 		$9.24M Buy
36,632
+619
+2% +$140K 7.68% 5
2023
Q3 		$8.07M Buy
36,013
+920
+3% +$220K 7.55% 5
2023
Q2 		$8.52M Buy
35,093
+1,286
+4% +$295K 7.73% 5
2023
Q1 		$7.67M Buy
33,807
+210
+0.6% +$48K 7.61% 5
2022
Q4 		$7.21M Buy
33,597
+13,348
+66% +$2.92M 7.8% 5
2022
Q3 		$4.18M Buy
20,249
+386
+2% +$86.9K 4.65% 7
2022
Q2 		$4.1M Buy
19,863
+394
+2% +$87.9K 4.39% 7
2022
Q1 		$4.98M Buy
19,469
+5,104
+36% +$1.31M 4.48% 7
2021
Q4 		$4.21M Buy
+14,365
New +$4.33M 3.63% 10

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

Erickson Financial Group's IWO Position: Q2 2026 in Review

Erickson Financial Group increased its iShares Russell 2000 Growth ETF (IWO) stake by 6.8% in Q2 2026, buying an estimated $654K and bringing the position to 28,164 shares worth $11.1M. The position accounts for 5.95% of the portfolio, ranked #6.

Erickson Financial Group first reported a position in IWO in Q4 2021 and has held it in 19 quarters since. 1,106 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Erickson Financial Group held 28,164 shares of iShares Russell 2000 Growth ETF worth $11.1M as of Q2 2026.
  • Erickson Financial Group bought 1,793 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $654K.
  • iShares Russell 2000 Growth ETF made up 5.95% of Erickson Financial Group's portfolio in Q2 2026, its #6 holding.
  • Erickson Financial Group first reported a position in iShares Russell 2000 Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,106 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Erickson Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.