Glass Jacobson Investment Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Glass Jacobson Investment 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	$1.37M	Buy	3,470 +1	+0%	+$365	0.43%	76
2026 Q1	$1.09M	Hold	3,469	–	–	0.38%	80
2025 Q4	$1.12M	Hold	3,469	–	–	0.4%	78
2025 Q3	$1.11M	Buy	3,469 +35	+1%	+$10.6K	0.4%	78
2025 Q2	$982K	Sell	3,434 -140	-4%	-$36.9K	0.38%	82
2025 Q1	$1.03M	Hold	3,574	–	–	0.34%	89
2024 Q4	$1.03M	Sell	3,574 -157	-4%	-$46.4K	0.34%	89
2024 Q3	$1.06M	Buy	3,731 +66	+2%	+$18.1K	0.35%	88
2024 Q2	$962K	Hold	3,665	–	–	0.35%	88
2024 Q1	$992K	Buy	3,665 +1	+0%	+$256	0.37%	85
2023 Q4	$924K	Hold	3,664	–	–	0.38%	85
2023 Q3	$821K	Buy	3,664 +339	+10%	+$81.1K	0.38%	82
2023 Q2	$807K	Buy	+3,325	New	+$762K	0.37%	81
2022 Q4	$721K	Buy	+3,359	New	+$736K	0.36%	87

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

Glass Jacobson Investment Advisors's IWO Position: Q2 2026 in Review

Glass Jacobson Investment Advisors increased its iShares Russell 2000 Growth ETF (IWO) stake by 0.03% in Q2 2026, buying an estimated $365 and bringing the position to 3,470 shares worth $1.37M. The position accounts for 0.43% of the portfolio, ranked #76.

Glass Jacobson Investment Advisors first reported a position in IWO in Q4 2022 and has held it in 14 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Glass Jacobson Investment Advisors held 3,470 shares of iShares Russell 2000 Growth ETF worth $1.37M as of Q2 2026.
Glass Jacobson Investment Advisors bought 1 iShares Russell 2000 Growth ETF share in Q2 2026, an estimated $365.
iShares Russell 2000 Growth ETF made up 0.43% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #76 holding.
Glass Jacobson Investment Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2022 and has held it in 14 quarters since.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.