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Farther Finance Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Farther Finance 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 		$8.45M Buy
21,447
+2,287
+12% +$835K 0.07% 257
2026
Q1 		$6.06M Buy
19,160
+14,752
+335% +$4.91M 0.06% 298
2025
Q4 		$1.42M Buy
4,408
+1,315
+43% +$428K 0.02% 728
2025
Q3 		$990K Buy
3,093
+2,292
+286% +$691K 0.01% 735
2025
Q2 		$229K Buy
801
+148
+23% +$39K ﹤0.01% 1330
2025
Q1 		$167K Buy
653
+24
+4% +$6.77K ﹤0.01% 1301
2024
Q4 		$181K Sell
629
-18
-3% -$5.33K 0.01% 1033
2024
Q3 		$184K Buy
647
+489
+309% +$134K 0.01% 1025
2024
Q2 		$41.2K Sell
158
-21
-12% -$5.45K ﹤0.01% 1501
2024
Q1 		$48.1K Buy
179
+15
+9% +$3.83K ﹤0.01% 1207
2023
Q4 		$41.4K Sell
164
-30
-15% -$6.76K ﹤0.01% 1107
2023
Q3 		$43.5K Sell
194
-20
-9% -$4.79K 0.01% 815
2023
Q2 		$51.9K Buy
214
+137
+178% +$31.4K 0.01% 659
2023
Q1 		$17.5K Buy
+77
New +$17.6K 0.01% 943

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

Farther Finance Advisors's IWO Position: Q2 2026 in Review

Farther Finance Advisors increased its iShares Russell 2000 Growth ETF (IWO) stake by 12% in Q2 2026, buying an estimated $835K and bringing the position to 21,447 shares worth $8.45M. The position accounts for 0.07% of the portfolio, ranked #257.

Farther Finance Advisors first reported a position in IWO in Q1 2023 and has held it in 14 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Farther Finance Advisors held 21,447 shares of iShares Russell 2000 Growth ETF worth $8.45M as of Q2 2026.
  • Farther Finance Advisors bought 2,287 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $835K.
  • iShares Russell 2000 Growth ETF made up 0.07% of Farther Finance Advisors's portfolio in Q2 2026, its #257 holding.
  • Farther Finance Advisors first reported a position in iShares Russell 2000 Growth ETF in Q1 2023 and has held it in 14 quarters since.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.