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HB Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

HB Wealth Management’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 		$7.29M Sell
18,497
-4,359
-19% -$1.59M 0.04% 214
2026
Q1 		$7.17M Sell
22,856
-111
-0.5% -$36.9K 0.05% 200
2025
Q4 		$7.42M Buy
22,967
+1,230
+6% +$400K 0.05% 199
2025
Q3 		$6.96M Buy
21,737
+212
+1% +$64K 0.05% 205
2025
Q2 		$6.15M Buy
21,525
+833
+4% +$219K 0.05% 195
2025
Q1 		$5.29M Sell
20,692
-2,278
-10% -$643K 0.04% 221
2024
Q4 		$6.61M Buy
22,970
+2,514
+12% +$744K 0.07% 135
2024
Q3 		$5.81M Buy
20,456
+1,884
+10% +$516K 0.06% 141
2024
Q2 		$4.88M Sell
18,572
-442
-2% -$115K 0.06% 153
2024
Q1 		$5.15M Buy
19,014
+2,802
+17% +$716K 0.06% 146
2023
Q4 		$4.09M Sell
16,212
-187
-1% -$42.2K 0.06% 156
2023
Q3 		$3.68M Sell
16,399
-303
-2% -$72.5K 0.06% 151
2023
Q2 		$4.05M Buy
16,702
+2,775
+20% +$636K 0.06% 144
2023
Q1 		$3.16M Buy
13,927
+1,412
+11% +$323K 0.05% 156
2022
Q4 		$2.68M Buy
12,515
+1,095
+10% +$240K 0.05% 168
2022
Q3 		$2.36M Buy
11,420
+1,636
+17% +$368K 0.05% 161
2022
Q2 		$2.02M Buy
9,784
+1,806
+23% +$403K 0.04% 174
2022
Q1 		$2.04M Buy
7,978
+2,990
+60% +$765K 0.04% 180
2021
Q4 		$1.46M Buy
+4,988
New +$1.5M 0.03% 189

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
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

HB Wealth Management's IWO Position: Q2 2026 in Review

HB Wealth Management reduced its iShares Russell 2000 Growth ETF (IWO) stake by 19% in Q2 2026, selling an estimated $1.59M and leaving 18,497 shares worth $7.29M. The position accounts for 0.04% of the portfolio, ranked #214.

HB Wealth Management first reported a position in IWO in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.42M in Q4 2025. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • HB Wealth Management held 18,497 shares of iShares Russell 2000 Growth ETF worth $7.29M as of Q2 2026.
  • HB Wealth Management sold 4,359 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $1.59M.
  • iShares Russell 2000 Growth ETF made up 0.04% of HB Wealth Management's portfolio in Q2 2026, its #214 holding.
  • HB Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • HB Wealth Management's iShares Russell 2000 Growth ETF position peaked at $7.42M in Q4 2025.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.