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

Financial Sense 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	$2.55M	Sell	6,474 -120	-2%	-$43.8K	0.5%	49
2026 Q1	$2.07M	Buy	6,594 +5,404	+454%	+$1.8M	0.42%	50
2025 Q4	$385K	Buy	1,190 +77	+7%	+$25K	0.07%	117
2025 Q3	$356K	Sell	1,113 -76	-6%	-$22.9K	0.06%	131
2025 Q2	$340K	Sell	1,189 -2,835	-70%	-$746K	0.08%	111
2025 Q1	$1.03M	Buy	4,024 +469	+13%	+$132K	0.29%	53
2024 Q4	$1.02M	Buy	+3,555	New	+$1.05M	0.34%	52
2022 Q1	–	Sell	-1,392	Closed	-$408K	–	108
2021 Q4	$408K	Buy	1,392 +1	+0.1%	+$301	0.14%	79
2021 Q3	$409K	Hold	1,391	–	–	0.14%	78
2021 Q2	$434K	Sell	1,391 -524	-27%	-$158K	0.14%	80
2021 Q1	$576K	Buy	1,915 +1	+0.1%	+$310	0.19%	74
2020 Q4	$549K	Buy	+1,914	New	+$488K	0.2%	71
2016 Q2	–	Sell	-1,647	Closed	-$218K	–	81
2016 Q1	$218K	Sell	1,647 -3,164	-66%	-$395K	0.13%	73
2015 Q4	$670K	Sell	4,811 -845	-15%	-$120K	0.31%	56
2015 Q3	$758K	Buy	+5,656	New	+$838K	0.52%	40

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

Financial Sense Advisors's IWO Position: Q2 2026 in Review

Financial Sense Advisors reduced its iShares Russell 2000 Growth ETF (IWO) stake by 1.8% in Q2 2026, selling an estimated $43.8K and leaving 6,474 shares worth $2.55M. The position accounts for 0.5% of the portfolio, ranked #49.

Financial Sense Advisors first reported a position in IWO in Q3 2015 and has held it in 15 quarters since. 1,106 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Financial Sense Advisors held 6,474 shares of iShares Russell 2000 Growth ETF worth $2.55M as of Q2 2026.
Financial Sense Advisors sold 120 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $43.8K.
iShares Russell 2000 Growth ETF made up 0.5% of Financial Sense Advisors's portfolio in Q2 2026, its #49 holding.
Financial Sense Advisors first reported a position in iShares Russell 2000 Growth ETF in Q3 2015 and has held it in 15 quarters since.
1,106 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Financial Sense Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.