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 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

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

Heartwood Wealth Advisors's IWO Position: Q2 2026 in Review

Heartwood Wealth Advisors reduced its iShares Russell 2000 Growth ETF (IWO) stake by 3.9% in Q2 2026, selling an estimated $14.6K and leaving 995 shares worth $392K. The position accounts for 0.03% of the portfolio, ranked #160.

Heartwood Wealth Advisors first reported a position in IWO in Q4 2023 and has held it in 11 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Heartwood Wealth Advisors held 995 shares of iShares Russell 2000 Growth ETF worth $392K as of Q2 2026.
Heartwood Wealth Advisors sold 40 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $14.6K.
iShares Russell 2000 Growth ETF made up 0.03% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #160 holding.
Heartwood Wealth Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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