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

Evermay 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	$271K	Hold	687	–	–	0.03%	173
2026 Q1	$216K	Hold	687	–	–	0.02%	184
2025 Q4	$222K	Hold	687	–	–	0.02%	183
2025 Q3	$220K	Sell	687 -35	-5%	-$10.6K	0.03%	188
2025 Q2	$206K	Sell	722 -24	-3%	-$6.32K	0.03%	193
2025 Q1	$191K	Hold	746	–	–	0.03%	195
2024 Q4	$215K	Hold	746	–	–	0.03%	186
2024 Q3	$212K	Hold	746	–	–	0.03%	193
2024 Q2	$196K	Hold	746	–	–	0.03%	200
2024 Q1	$202K	Hold	746	–	–	0.03%	201
2023 Q4	$188K	Sell	746 -58	-7%	-$13.1K	0.03%	185
2023 Q3	$181K	Hold	804	–	–	0.04%	176
2023 Q2	$195K	Hold	804	–	–	0.04%	179
2023 Q1	$182K	Buy	804 +58	+8%	+$13.3K	0.04%	183
2022 Q4	$160K	Sell	746 -7	-0.9%	-$1.53K	0.03%	183
2022 Q3	$156K	Hold	753	–	–	0.03%	183
2022 Q2	$155K	Hold	753	–	–	0.03%	181
2022 Q1	$193K	Buy	+753	New	+$193K	0.03%	194

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

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

Evermay Wealth Management held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 687 shares worth $271K. The position accounts for 0.03% of the portfolio, ranked #173.

Evermay Wealth Management first reported a position in IWO in Q1 2022 and has held it in 18 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Evermay Wealth Management held 687 shares of iShares Russell 2000 Growth ETF worth $271K as of Q2 2026.
Evermay Wealth Management left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.03% of Evermay Wealth Management's portfolio in Q2 2026, its #173 holding.
Evermay Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q1 2022 and has held it in 18 quarters since.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.