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

Everhart 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
Q3 		$237K Sell
665
-28
-4% -$10.6K 0.01% 426
2026
Q2 		$273K Hold
693
– – 0.02% 399
2026
Q1 		$217K Buy
693
+3
+0.4% +$998 0.02% 431
2025
Q4 		$223K Buy
690
+10
+1% +$3.25K 0.02% 387
2025
Q3 		$218K Buy
+680
New +$205K 0.02% 368
2024
Q2 		– Sell
-753
Closed -$204K – 302
2024
Q1 		$204K Buy
+753
New +$192K 0.06% 262
2023
Q3 		– Sell
-984
Closed -$239K – 223
2023
Q2 		$239K Sell
984
-11
-1% -$2.52K 0.1% 185
2023
Q1 		$226K Buy
995
+4
+0.4% +$915 0.1% 178
2022
Q4 		$213K Buy
+991
New +$217K 0.11% 167

Other funds holding IWO

LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
LA
LWM Advisors El Dorado Hills, California $132M AUM 13.37% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EA
Echo45 Advisors Walnut Creek, California $219M AUM 13.71% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Everhart Financial Group's IWO Position: Q3 2026 in Review

Everhart Financial Group reduced its iShares Russell 2000 Growth ETF (IWO) stake by 4% in Q3 2026, selling an estimated $10.6K and leaving 665 shares worth $237K. The position accounts for 0.01% of the portfolio, ranked #426.

Everhart Financial Group first reported a position in IWO in Q4 2022 and has held it in 9 quarters since. The position peaked at $273K in Q2 2026. 43 funds tracked by Wall St. Rank hold IWO as of Q3 2026.

  • Everhart Financial Group held 665 shares of iShares Russell 2000 Growth ETF worth $237K as of Q3 2026.
  • Everhart Financial Group sold 28 iShares Russell 2000 Growth ETF shares in Q3 2026, an estimated $10.6K.
  • iShares Russell 2000 Growth ETF made up 0.01% of Everhart Financial Group's portfolio in Q3 2026, its #426 holding.
  • Everhart Financial Group first reported a position in iShares Russell 2000 Growth ETF in Q4 2022 and has held it in 9 quarters since.
  • Everhart Financial Group's iShares Russell 2000 Growth ETF position peaked at $273K in Q2 2026.
  • 43 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2026.

Based on Everhart Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.