Gleason Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Gleason Group’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	$61.6K	Hold	156	–	–	0.01%	128
2026 Q1	$49K	Hold	156	–	–	﹤0.01%	123
2025 Q4	$50.4K	Hold	156	–	–	﹤0.01%	124
2025 Q3	$49.8K	Hold	156	–	–	0.01%	112
2025 Q2	$44.5K	Buy	156 +1	+0.6%	+$263	﹤0.01%	115
2025 Q1	$39.7K	Hold	155	–	–	0.01%	118
2024 Q4	$44.7K	Hold	155	–	–	0.01%	118
2024 Q3	$43.9K	Buy	155 +1	+0.6%	+$274	0.01%	117
2024 Q2	$40.5K	Hold	154	–	–	0.01%	132
2024 Q1	$41.7K	Hold	154	–	–	0.01%	121
2023 Q4	$38.8K	Buy	154 +1	+0.7%	+$225	0.01%	125
2023 Q3	$34.3K	Hold	153	–	–	0.01%	130
2023 Q2	$37.2K	Buy	+153	New	+$35.1K	0.01%	128
2022 Q3	–	Sell	-4	Closed	-$1K	–	239
2022 Q2	$1K	Buy	+4	New	+$892	﹤0.01%	236

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

Gleason Group's IWO Position: Q2 2026 in Review

Gleason Group held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 156 shares worth $61.6K. The position accounts for 0.01% of the portfolio, ranked #128.

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

Gleason Group held 156 shares of iShares Russell 2000 Growth ETF worth $61.6K as of Q2 2026.
Gleason Group left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.01% of Gleason Group's portfolio in Q2 2026, its #128 holding.
Gleason Group first reported a position in iShares Russell 2000 Growth ETF in Q2 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 Gleason Group's 13F filing for Q2 2026, filed 13 Jul 2026.