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Flaharty Asset Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Flaharty Asset Management’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 		$888K Sell
2,296
-24,356
-91% -$8.89M 1.27% 27
2026
Q1 		$8.36M Sell
26,652
-854
-3% -$284K 1.04% 28
2025
Q4 		$8.88M Sell
27,506
-21,763
-44% -$7.08M 1.11% 27
2025
Q3 		$15.8M Buy
49,269
+956
+2% +$288K 2% 24
2025
Q2 		$13.8M Buy
48,313
+2,670
+6% +$703K 1.89% 24
2025
Q1 		$11.7M Sell
45,643
-4,172
-8% -$1.18M 1.68% 24
2024
Q4 		$14.3M Sell
49,815
-1,799
-3% -$532K 2.09% 21
2024
Q3 		$14.7M Sell
51,614
-89
-0.2% -$24.4K 2.06% 23
2024
Q2 		$13.6M Buy
51,703
+60
+0.1% +$15.6K 2.01% 23
2024
Q1 		$14M Sell
51,643
-9,023
-15% -$2.31M 2.08% 22
2023
Q4 		$15.3M Buy
60,666
+418
+0.7% +$94.2K 2.42% 19
2023
Q3 		$13.5M Buy
60,248
+1,483
+3% +$355K 2.26% 19
2023
Q2 		$14.3M Buy
58,765
+1,098
+2% +$252K 2.44% 19
2023
Q1 		$13.1M Buy
57,667
+888
+2% +$203K 2.33% 20
2022
Q4 		$12.2M Buy
56,779
+3,744
+7% +$820K 2.28% 20
2022
Q3 		$11M Buy
53,035
+2,166
+4% +$488K 2.26% 19
2022
Q2 		$10.5M Buy
50,869
+3,359
+7% +$749K 2.13% 19
2022
Q1 		$12.2M Buy
47,510
+4,161
+10% +$1.06M 2.23% 20
2021
Q4 		$12.7M Buy
43,349
+945
+2% +$285K 2.34% 20
2021
Q3 		$12.4M Buy
42,404
+2,486
+6% +$747K 2.57% 18
2021
Q2 		$12.4M Buy
39,918
+1,536
+4% +$462K 2.66% 19
2021
Q1 		$11.5M Sell
38,382
-2,503
-6% -$777K 2.66% 19
2020
Q4 		$11.7M Sell
40,885
-4,350
-10% -$1.11M 2.93% 16
2020
Q3 		$10M Sell
45,235
-2,441
-5% -$534K 3.16% 15
2020
Q2 		$9.86M Buy
47,676
+10,326
+28% +$1.93M 3.46% 13
2020
Q1 		$5.91M Buy
37,350
+1,004
+3% +$199K 2.72% 15
2019
Q4 		$7.79M Buy
36,346
+405
+1% +$82.2K 2.76% 16
2019
Q3 		$6.93M Sell
35,941
-1,884
-5% -$374K 2.62% 16
2019
Q2 		$7.6M Sell
37,825
-1,809
-5% -$358K 2.95% 16
2019
Q1 		$7.79M Sell
39,634
-749
-2% -$143K 3.13% 14
2018
Q4 		$6.78M Buy
40,383
+2,371
+6% +$442K 2.89% 17
2018
Q3 		$8.05M Buy
38,012
+726
+2% +$155K 3.13% 16
2018
Q2 		$7.62M Buy
37,286
+4,115
+12% +$823K 2.97% 17
2018
Q1 		$6.15M Buy
33,171
+2,132
+7% +$409K 2.59% 19
2017
Q4 		$5.9M Buy
31,039
+3,534
+13% +$645K 2.59% 16
2017
Q3 		$4.97M Buy
27,505
+27,478
+101,770% +$4.67M 2.56% 16
2017
Q2 		$4.5K Sell
27
-26,129
-100% -$4.3M 2.53% 16
2017
Q1 		$4.12M Buy
+26,156
New +$4.15M 2.58% 15

Other funds holding IWO

CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $392M AUM
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return
LA
LWM Advisors El Dorado Hills, California $134M AUM 22.23% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Flaharty Asset Management's IWO Position: Q2 2026 in Review

Flaharty Asset Management reduced its iShares Russell 2000 Growth ETF (IWO) stake by 91% in Q2 2026, selling an estimated $8.89M and leaving 2,296 shares worth $888K. The position accounts for 1.27% of the portfolio, ranked #27.

Flaharty Asset Management first reported a position in IWO in Q1 2017 and has held it in 38 quarters since. The position peaked at $15.8M in Q3 2025. 189 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Flaharty Asset Management held 2,296 shares of iShares Russell 2000 Growth ETF worth $888K as of Q2 2026.
  • Flaharty Asset Management sold 24,356 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $8.89M.
  • iShares Russell 2000 Growth ETF made up 1.27% of Flaharty Asset Management's portfolio in Q2 2026, its #27 holding.
  • Flaharty Asset Management first reported a position in iShares Russell 2000 Growth ETF in Q1 2017 and has held it in 38 quarters since.
  • Flaharty Asset Management's iShares Russell 2000 Growth ETF position peaked at $15.8M in Q3 2025.
  • 189 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Flaharty Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.