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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Everhart Financial Group held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 693 shares worth $273K. The position accounts for 0.02% of the portfolio, ranked #399.

Everhart Financial Group first reported a position in IWO in Q4 2022 and has held it in 8 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Everhart Financial Group held 693 shares of iShares Russell 2000 Growth ETF worth $273K as of Q2 2026.
Everhart Financial Group left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.02% of Everhart Financial Group's portfolio in Q2 2026, its #399 holding.
Everhart Financial Group first reported a position in iShares Russell 2000 Growth ETF in Q4 2022 and has held it in 8 quarters since.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.