Gutierrez Wealth Advisory’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Gutierrez Wealth Advisory’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	$524K	Buy	1,330 +2	+0.2%	+$730	0.3%	38
2026 Q1	$417K	Hold	1,328	–	–	0.26%	44
2025 Q4	$429K	Buy	1,328 +3	+0.2%	+$976	0.27%	40
2025 Q3	$424K	Buy	1,325 +2	+0.2%	+$603	0.27%	36
2025 Q2	$378K	Sell	1,323 -79	-6%	-$20.8K	0.25%	38
2025 Q1	$358K	Buy	1,402 +29	+2%	+$8.19K	0.29%	30
2024 Q4	$395K	Buy	+1,373	New	+$406K	0.33%	27

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

Gutierrez Wealth Advisory's IWO Position: Q2 2026 in Review

Gutierrez Wealth Advisory increased its iShares Russell 2000 Growth ETF (IWO) stake by 0.15% in Q2 2026, buying an estimated $730 and bringing the position to 1,330 shares worth $524K. The position accounts for 0.3% of the portfolio, ranked #38.

Gutierrez Wealth Advisory first reported a position in IWO in Q4 2024 and has held it in 7 quarters since. 1,105 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Gutierrez Wealth Advisory held 1,330 shares of iShares Russell 2000 Growth ETF worth $524K as of Q2 2026.
Gutierrez Wealth Advisory bought 2 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $730.
iShares Russell 2000 Growth ETF made up 0.3% of Gutierrez Wealth Advisory's portfolio in Q2 2026, its #38 holding.
Gutierrez Wealth Advisory first reported a position in iShares Russell 2000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,105 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Gutierrez Wealth Advisory's 13F filing for Q2 2026, filed 3 Aug 2026.