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

Focus Financial Network’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 		$969K Hold
2,459
– – 0.03% 345
2026
Q1 		$772K Sell
2,459
-343
-12% -$114K 0.03% 362
2025
Q4 		$905K Buy
2,802
+153
+6% +$49.8K 0.03% 318
2025
Q3 		$848K Sell
2,649
-17
-0.6% -$5.13K 0.03% 335
2025
Q2 		$762K Sell
2,666
-290
-10% -$76.3K 0.03% 345
2025
Q1 		$755K Buy
2,956
+6
+0.2% +$1.69K 0.03% 330
2024
Q4 		$849K Sell
2,950
-59
-2% -$17.5K 0.03% 300
2024
Q3 		$854K Buy
3,009
+441
+17% +$121K 0.03% 297
2024
Q2 		$731K Sell
2,568
-54
-2% -$14K 0.03% 319
2024
Q1 		$648K Sell
2,622
-1,219
-32% -$311K 0.03% 322
2023
Q4 		$969K Buy
3,841
+1,239
+48% +$279K 0.04% 326
2023
Q3 		$584K Sell
2,602
-15
-0.6% -$3.59K 0.03% 328
2023
Q2 		$635K Buy
2,617
+16
+0.6% +$3.67K 0.04% 312
2023
Q1 		$590K Buy
+2,601
New +$595K 0.04% 322
2022
Q4 		– Sell
-2,645
Closed -$546K – 496
2022
Q3 		$546K Buy
2,645
+233
+10% +$52.4K 0.05% 264
2022
Q2 		$498K Buy
2,412
+202
+9% +$45K 0.04% 285
2022
Q1 		$565K Buy
2,210
+217
+11% +$55.5K 0.04% 280
2021
Q4 		$584K Buy
1,993
+19
+1% +$5.73K 0.09% 199
2021
Q3 		$580K Buy
1,974
+57
+3% +$17.1K 0.08% 224
2021
Q2 		$598K Hold
1,917
– – 0.08% 232
2021
Q1 		$577K Sell
1,917
-1,091
-36% -$339K 0.07% 235
2020
Q4 		$862K Sell
3,008
-61
-2% -$15.5K 0.08% 198
2020
Q3 		$680K Buy
3,069
+67
+2% +$14.7K 0.06% 226
2020
Q2 		$621K Buy
3,002
+596
+25% +$111K 0.07% 217
2020
Q1 		$381K Buy
2,406
+172
+8% +$34.1K 0.05% 248
2019
Q4 		$479K Sell
2,234
-105
-4% -$21.3K 0.06% 247
2019
Q3 		$451K Sell
2,339
-15
-0.6% -$2.97K 0.06% 238
2019
Q2 		$473K Sell
2,354
-25
-1% -$4.94K 0.07% 223
2019
Q1 		$468K Buy
+2,379
New +$453K 0.08% 215

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

Focus Financial Network's IWO Position: Q2 2026 in Review

Focus Financial Network held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 2,459 shares worth $969K. The position accounts for 0.03% of the portfolio, ranked #345.

Focus Financial Network first reported a position in IWO in Q1 2019 and has held it in 29 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Focus Financial Network held 2,459 shares of iShares Russell 2000 Growth ETF worth $969K as of Q2 2026.
  • Focus Financial Network left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Growth ETF made up 0.03% of Focus Financial Network's portfolio in Q2 2026, its #345 holding.
  • Focus Financial Network first reported a position in iShares Russell 2000 Growth ETF in Q1 2019 and has held it in 29 quarters since.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.