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Grey Fox Wealth Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Grey Fox Wealth 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 		$3.57M Sell
9,053
-117
-1% -$42.7K 0.56% 31
2026
Q1 		$2.88M Sell
9,170
-181
-2% -$60.2K 0.56% 32
2025
Q4 		$3.02M Sell
9,351
-343
-4% -$112K 0.62% 29
2025
Q3 		$3.1M Sell
9,694
-8
-0.1% -$2.41K 0.63% 28
2025
Q2 		$2.77M Sell
9,702
-817
-8% -$215K 0.66% 27
2025
Q1 		$2.69M Sell
10,519
-73
-0.7% -$20.6K 0.72% 26
2024
Q4 		$3.05M Sell
10,592
-150
-1% -$44.4K 0.84% 23
2024
Q3 		$3.05M Sell
10,742
-339
-3% -$92.9K 0.85% 22
2024
Q2 		$2.91M Sell
11,081
-28
-0.3% -$7.27K 1.02% 19
2024
Q1 		$3.01M Buy
11,109
+534
+5% +$136K 1.13% 18
2023
Q4 		$2.67M Sell
10,575
-210
-2% -$47.3K 1.16% 18
2023
Q3 		$2.42M Sell
10,785
-12,034
-53% -$2.88M 1.21% 19
2023
Q2 		$5.54M Buy
22,819
+4,476
+24% +$1.03M 2.85% 9
2023
Q1 		$4.16M Buy
18,343
+1,750
+11% +$400K 2.46% 10
2022
Q4 		$3.56M Buy
+16,593
New +$3.64M 2.35% 11

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

Grey Fox Wealth Advisors's IWO Position: Q2 2026 in Review

Grey Fox Wealth Advisors reduced its iShares Russell 2000 Growth ETF (IWO) stake by 1.3% in Q2 2026, selling an estimated $42.7K and leaving 9,053 shares worth $3.57M. The position accounts for 0.56% of the portfolio, ranked #31.

Grey Fox Wealth Advisors first reported a position in IWO in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.54M in Q2 2023. 189 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Grey Fox Wealth Advisors held 9,053 shares of iShares Russell 2000 Growth ETF worth $3.57M as of Q2 2026.
  • Grey Fox Wealth Advisors sold 117 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $42.7K.
  • iShares Russell 2000 Growth ETF made up 0.56% of Grey Fox Wealth Advisors's portfolio in Q2 2026, its #31 holding.
  • Grey Fox Wealth Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • Grey Fox Wealth Advisors's iShares Russell 2000 Growth ETF position peaked at $5.54M in Q2 2023.
  • 189 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.