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

Finley Financial’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	$5.34M	Hold	13,555	–	–	2.15%	12
2026 Q1	$4.25M	Sell	13,555 -100	-0.7%	-$33.3K	1.99%	13
2025 Q4	$4.41M	Sell	13,655 -540	-4%	-$176K	2.02%	13
2025 Q3	$4.54M	Hold	14,195	–	–	2.1%	13
2025 Q2	$4.06M	Hold	14,195	–	–	2.04%	14
2025 Q1	$3.62M	Buy	14,195 +100	+0.7%	+$28.2K	2.02%	14
2024 Q4	$4.12M	Buy	+14,095	New	+$4.17M	2.15%	13

Other funds holding IWO

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

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

BPWM

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

Finley Financial's IWO Position: Q2 2026 in Review

Finley Financial held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 13,555 shares worth $5.34M. The position accounts for 2.15% of the portfolio, ranked #12.

Finley Financial first reported a position in IWO in Q4 2024 and has held it in 7 quarters since. 726 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Finley Financial held 13,555 shares of iShares Russell 2000 Growth ETF worth $5.34M as of Q2 2026.
Finley Financial left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 2.15% of Finley Financial's portfolio in Q2 2026, its #12 holding.
Finley Financial first reported a position in iShares Russell 2000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
726 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Finley Financial's 13F filing for Q2 2026, filed 8 Jul 2026.