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EverSource Wealth Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

EverSource Wealth Advisors’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 		$11.7M Buy
29,733
+29,504
+12,884% +$10.8M 0.39% 59
2026
Q1 		$71.9K Buy
229
+20
+10% +$6.65K ﹤0.01% 1638
2025
Q4 		$67.5K Buy
209
+38
+22% +$12.4K ﹤0.01% 1542
2025
Q3 		$54.7K Buy
171
+119
+229% +$35.9K ﹤0.01% 1642
2025
Q2 		$14.9K Sell
52
-4,066
-99% -$1.07M ﹤0.01% 2531
2025
Q1 		$1.05M Sell
4,118
-332
-7% -$93.7K 0.06% 235
2024
Q4 		$1.28M Buy
4,450
+27
+0.6% +$7.99K 0.07% 208
2024
Q3 		$1.26M Sell
4,423
-588
-12% -$161K 0.08% 187
2024
Q2 		$1.42M Buy
5,011
+1,907
+61% +$495K 0.09% 168
2024
Q1 		$777K Buy
3,104
+2,727
+723% +$697K 0.06% 214
2023
Q4 		$95.1K Buy
377
+214
+131% +$48.2K 0.01% 657
2023
Q3 		$36.5K Buy
163
+2
+1% +$479 ﹤0.01% 930
2023
Q2 		$39.1K Buy
161
+5
+3% +$1.15K ﹤0.01% 929
2023
Q1 		$35.4K Hold
156
– – ﹤0.01% 904
2022
Q4 		$33.5K Buy
+156
New +$34.2K 0.01% 910

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

EverSource Wealth Advisors's IWO Position: Q2 2026 in Review

EverSource Wealth Advisors increased its iShares Russell 2000 Growth ETF (IWO) stake by 12,884% in Q2 2026, buying an estimated $10.8M and bringing the position to 29,733 shares worth $11.7M. The position accounts for 0.39% of the portfolio, ranked #59.

EverSource Wealth Advisors first reported a position in IWO in Q4 2022 and has held it in 15 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • EverSource Wealth Advisors held 29,733 shares of iShares Russell 2000 Growth ETF worth $11.7M as of Q2 2026.
  • EverSource Wealth Advisors bought 29,504 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $10.8M.
  • iShares Russell 2000 Growth ETF made up 0.39% of EverSource Wealth Advisors's portfolio in Q2 2026, its #59 holding.
  • EverSource Wealth Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.