Gilliland Jeter Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Gilliland Jeter Wealth 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	$418K	Sell	1,060 -123	-10%	-$44.9K	0.11%	133
2026 Q1	$371K	Buy	+1,183	New	+$394K	0.11%	137
2024 Q4	–	Sell	-28	Closed	-$7.95K	–	408
2024 Q3	$7.95K	Hold	28	–	–	﹤0.01%	473
2024 Q2	$7.35K	Hold	28	–	–	﹤0.01%	469
2024 Q1	$7.58K	Buy	+28	New	+$7.16K	﹤0.01%	457

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

Gilliland Jeter Wealth Management's IWO Position: Q2 2026 in Review

Gilliland Jeter Wealth Management reduced its iShares Russell 2000 Growth ETF (IWO) stake by 10% in Q2 2026, selling an estimated $44.9K and leaving 1,060 shares worth $418K. The position accounts for 0.11% of the portfolio, ranked #133.

Gilliland Jeter Wealth Management first reported a position in IWO in Q1 2024 and has held it in 5 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Gilliland Jeter Wealth Management held 1,060 shares of iShares Russell 2000 Growth ETF worth $418K as of Q2 2026.
Gilliland Jeter Wealth Management sold 123 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $44.9K.
iShares Russell 2000 Growth ETF made up 0.11% of Gilliland Jeter Wealth Management's portfolio in Q2 2026, its #133 holding.
Gilliland Jeter Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q1 2024 and has held it in 5 quarters since.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.