Harel Insurance Investments & Financial Services’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Harel Insurance Investments & Financial Services’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	$749K	Buy	+1,900	New	+$693K	﹤0.01%	214
2022 Q3	–	Sell	-1,800	Closed	-$371K	–	722
2022 Q2	$371K	Hold	1,800	–	–	0.01%	279
2022 Q1	$460K	Buy	+1,800	New	+$461K	0.01%	273
2021 Q1	–	Sell	-1,700	Closed	-$1.57M	–	806
2020 Q4	$1.57M	Buy	+1,700	New	+$433K	0.04%	220
2020 Q3	–	Sell	-1,800	Closed	-$372K	–	671
2020 Q2	$372K	Hold	1,800	–	–	0.01%	167
2020 Q1	$285K	Hold	1,800	–	–	0.01%	143
2019 Q4	$386K	Hold	1,800	–	–	0.02%	147
2019 Q3	$347K	Hold	1,800	–	–	0.02%	149
2019 Q2	$362K	Hold	1,800	–	–	0.02%	143
2019 Q1	$354K	Hold	1,800	–	–	0.02%	90
2018 Q4	$302K	Hold	1,800	–	–	0.02%	142
2018 Q3	$387K	Sell	1,800 -300	-14%	-$64K	0.02%	161
2018 Q2	$429K	Buy	+2,100	New	+$420K	0.02%	141

Other funds holding IWO

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

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

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

BPWM

Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return

Harel Insurance Investments & Financial Services's IWO Position: Q2 2026 in Review

Harel Insurance Investments & Financial Services opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q2 2026: 1,900 shares worth $749K. The stake represents ﹤0.01% of the portfolio and ranks #214 among its holdings. This is a return to the name: Harel Insurance Investments & Financial Services previously reported a position in IWO as recently as Q2 2022.

Harel Insurance Investments & Financial Services first reported a position in IWO in Q2 2018 and has held it in 13 quarters since. The position peaked at $1.57M in Q4 2020. 727 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Harel Insurance Investments & Financial Services held 1,900 shares of iShares Russell 2000 Growth ETF worth $749K as of Q2 2026.
iShares Russell 2000 Growth ETF was a new Harel Insurance Investments & Financial Services position in Q2 2026.
iShares Russell 2000 Growth ETF made up ﹤0.01% of Harel Insurance Investments & Financial Services's portfolio in Q2 2026, its #214 holding.
Harel Insurance Investments & Financial Services first reported a position in iShares Russell 2000 Growth ETF in Q2 2018 and has held it in 13 quarters since.
Harel Insurance Investments & Financial Services's iShares Russell 2000 Growth ETF position peaked at $1.57M in Q4 2020.
727 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.