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

Financial Guidance 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	$496K	Hold	1,260	–	–	0.19%	60
2026 Q1	$395K	Hold	1,260	–	–	0.16%	65
2025 Q4	$407K	Hold	1,260	–	–	0.17%	65
2025 Q3	$403K	Hold	1,260	–	–	0.18%	61
2025 Q2	$360K	Hold	1,260	–	–	0.18%	65
2025 Q1	$322K	Hold	1,260	–	–	0.17%	57
2024 Q4	$363K	Hold	1,260	–	–	0.2%	57
2024 Q3	$358K	Hold	1,260	–	–	0.21%	57
2024 Q2	$331K	Hold	1,260	–	–	0.2%	56
2024 Q1	$341K	Hold	1,260	–	–	0.22%	45
2023 Q4	$318K	Hold	1,260	–	–	0.22%	46
2023 Q3	$282K	Hold	1,260	–	–	0.21%	48
2023 Q2	$306K	Hold	1,260	–	–	0.22%	44
2023 Q1	$286K	Hold	1,260	–	–	0.22%	44
2022 Q4	$270K	Hold	1,260	–	–	0.22%	45
2022 Q3	$260K	Hold	1,260	–	–	0.21%	43
2022 Q2	$260K	Hold	1,260	–	–	0.2%	44
2022 Q1	$322K	Buy	+1,260	New	+$322K	0.22%	37

Other funds holding IWO

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BPWM

Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

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

Financial Guidance Group held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 1,260 shares worth $496K. The position accounts for 0.19% of the portfolio, ranked #60.

Financial Guidance Group first reported a position in IWO in Q1 2022 and has held it in 18 quarters since. 512 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Financial Guidance Group held 1,260 shares of iShares Russell 2000 Growth ETF worth $496K as of Q2 2026.
Financial Guidance Group left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.19% of Financial Guidance Group's portfolio in Q2 2026, its #60 holding.
Financial Guidance Group first reported a position in iShares Russell 2000 Growth ETF in Q1 2022 and has held it in 18 quarters since.
512 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Financial Guidance Group's 13F filing for Q2 2026, filed 22 Jul 2026.