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

Financial Perspectives’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 		$243K Buy
616
+1
+0.2% +$365 0.06% 153
2026
Q1 		$193K Buy
615
+8
+1% +$2.66K 0.05% 166
2025
Q4 		$196K Buy
607
+1
+0.2% +$325 0.05% 161
2025
Q3 		$194K Buy
606
+1
+0.2% +$302 0.05% 164
2025
Q2 		$173K Buy
605
+28
+5% +$7.37K 0.05% 163
2025
Q1 		$147K Buy
577
+1
+0.2% +$282 0.05% 168
2024
Q4 		$166K Buy
576
+2
+0.3% +$592 0.06% 156
2024
Q3 		$163K Buy
574
+1
+0.2% +$274 0.06% 154
2024
Q2 		$150K Buy
573
+16
+3% +$4.15K 0.06% 161
2024
Q1 		$151K Hold
557
– – 0.06% 162
2023
Q4 		$140K Buy
557
+3
+0.5% +$676 0.06% 165
2023
Q3 		$124K Hold
554
– – 0.06% 164
2023
Q2 		$135K Buy
554
+1
+0.2% +$229 0.06% 157
2023
Q1 		$126K Buy
553
+62
+13% +$14.2K 0.06% 159
2022
Q4 		$105K Sell
491
-150
-23% -$32.9K 0.05% 168
2022
Q3 		$132K Buy
641
+2
+0.3% +$450 0.07% 150
2022
Q2 		$132K Buy
639
+411
+180% +$91.6K 0.07% 151
2022
Q1 		$58.3K Buy
228
+56
+33% +$14.3K 0.03% 240
2021
Q4 		$50.3K Buy
172
+31
+22% +$9.34K 0.02% 243
2021
Q3 		$41.5K Hold
141
– – 0.02% 256
2021
Q2 		$44.1K Sell
141
-42,347
-100% -$12.7M 0.02% 272
2021
Q1 		$141K Buy
42,488
+42,385
+41,150% +$13.2M 0.01% 436
2020
Q4 		$29.6K Hold
103
– – 0.02% 285
2020
Q3 		$22.8K Hold
103
– – 0.02% 273
2020
Q2 		$21.3K Buy
103
+25
+32% +$4.67K 0.02% 267
2020
Q1 		$12.3K Hold
78
– – 0.01% 301
2019
Q4 		$16.6K Buy
+78
New +$15.8K 0.01% 286

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

Financial Perspectives's IWO Position: Q2 2026 in Review

Financial Perspectives increased its iShares Russell 2000 Growth ETF (IWO) stake by 0.16% in Q2 2026, buying an estimated $365 and bringing the position to 616 shares worth $243K. The position accounts for 0.06% of the portfolio, ranked #153.

Financial Perspectives first reported a position in IWO in Q4 2019 and has held it in 27 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Financial Perspectives held 616 shares of iShares Russell 2000 Growth ETF worth $243K as of Q2 2026.
  • Financial Perspectives bought 1 iShares Russell 2000 Growth ETF share in Q2 2026, an estimated $365.
  • iShares Russell 2000 Growth ETF made up 0.06% of Financial Perspectives's portfolio in Q2 2026, its #153 holding.
  • Financial Perspectives first reported a position in iShares Russell 2000 Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.