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

Heartwood 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 Q3	$353K	Sell	989 -6	-0.6%	-$2.26K	0.03%	168
2026 Q2	$392K	Sell	995 -40	-4%	-$14.6K	0.03%	160
2026 Q1	$325K	Buy	1,035 +50	+5%	+$16.6K	0.03%	167
2025 Q4	$318K	Hold	985	–	–	0.03%	154
2025 Q3	$315K	Hold	985	–	–	0.03%	155
2025 Q2	$282K	Hold	985	–	–	0.03%	152
2025 Q1	$252K	Buy	985 +154	+19%	+$43.5K	0.03%	158
2024 Q4	$239K	Hold	831	–	–	0.03%	153
2024 Q3	$236K	Hold	831	–	–	0.03%	159
2024 Q2	$218K	Hold	831	–	–	0.03%	163
2024 Q1	$225K	Buy	831 +12	+1%	+$3.07K	0.03%	143
2023 Q4	$207K	Buy	+819	New	+$185K	0.03%	141

Other funds holding IWO

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

LWM Advisors El Dorado Hills, California $132M AUM 13.37% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Echo45 Advisors Walnut Creek, California $219M AUM 13.71% 1-Year Est. Return

MBT

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Heartwood Wealth Advisors's IWO Position: Q3 2026 in Review

Heartwood Wealth Advisors reduced its iShares Russell 2000 Growth ETF (IWO) stake by 0.6% in Q3 2026, selling an estimated $2.26K and leaving 989 shares worth $353K. The position accounts for 0.03% of the portfolio, ranked #168.

Heartwood Wealth Advisors first reported a position in IWO in Q4 2023 and has held it in 12 quarters since. The position peaked at $392K in Q2 2026. 43 funds tracked by Wall St. Rank hold IWO as of Q3 2026.

Heartwood Wealth Advisors held 989 shares of iShares Russell 2000 Growth ETF worth $353K as of Q3 2026.
Heartwood Wealth Advisors sold 6 iShares Russell 2000 Growth ETF shares in Q3 2026, an estimated $2.26K.
iShares Russell 2000 Growth ETF made up 0.03% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #168 holding.
Heartwood Wealth Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2023 and has held it in 12 quarters since.
Heartwood Wealth Advisors's iShares Russell 2000 Growth ETF position peaked at $392K in Q2 2026.
43 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.