EFG
IWO icon

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

Ethos 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 		$412K Sell
1,045
-242
-19% -$88.3K 0.03% 410
2026
Q1 		$410K Buy
1,287
+242
+23% +$80.5K 0.03% 351
2025
Q4 		$337K Buy
1,045
+1
+0.1% +$325 0.02% 365
2025
Q3 		$334K Sell
1,044
-245
-19% -$73.9K 0.03% 345
2025
Q2 		$369K Sell
1,289
-1,297
-50% -$341K 0.03% 307
2025
Q1 		$661K Buy
+2,586
New +$730K 0.06% 198

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

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

Ethos Financial Group reduced its iShares Russell 2000 Growth ETF (IWO) stake by 19% in Q2 2026, selling an estimated $88.3K and leaving 1,045 shares worth $412K. The position accounts for 0.03% of the portfolio, ranked #410.

Ethos Financial Group first reported a position in IWO in Q1 2025 and has held it in 6 quarters since. The position peaked at $661K in Q1 2025. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Ethos Financial Group held 1,045 shares of iShares Russell 2000 Growth ETF worth $412K as of Q2 2026.
  • Ethos Financial Group sold 242 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $88.3K.
  • iShares Russell 2000 Growth ETF made up 0.03% of Ethos Financial Group's portfolio in Q2 2026, its #410 holding.
  • Ethos Financial Group first reported a position in iShares Russell 2000 Growth ETF in Q1 2025 and has held it in 6 quarters since.
  • Ethos Financial Group's iShares Russell 2000 Growth ETF position peaked at $661K in Q1 2025.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.