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

HHM 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 		$93.4K Buy
237
+87
+58% +$31.7K 0.01% 297
2026
Q1 		$47.1K Sell
150
-115
-43% -$38.3K 0.01% 378
2025
Q4 		$85.6K Hold
265
– – 0.01% 287
2025
Q3 		$84.8K Hold
265
– – 0.01% 299
2025
Q2 		$75.8K Hold
265
– – 0.01% 313
2025
Q1 		$67.7K Hold
265
– – 0.01% 311
2024
Q4 		$76.3K Hold
265
– – 0.01% 295
2024
Q3 		$75.3K Hold
265
– – 0.01% 287
2024
Q2 		$69.6K Hold
265
– – 0.01% 294
2024
Q1 		$71.8K Hold
265
– – 0.01% 254
2023
Q4 		$66.8K Hold
265
– – 0.01% 256
2023
Q3 		$59.4K Hold
265
– – 0.01% 258
2023
Q2 		$64.3K Hold
265
– – 0.01% 255
2023
Q1 		$60.1K Hold
265
– – 0.01% 254
2022
Q4 		$56.8K Buy
+265
New +$58.1K 0.01% 228
2020
Q3 		– Sell
-200
Closed -$41K – 524
2020
Q2 		$41K Hold
200
– – 0.02% 244
2020
Q1 		$32K Buy
+200
New +$39.7K 0.02% 245

Other funds holding IWO

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

HHM Wealth Advisors increased its iShares Russell 2000 Growth ETF (IWO) stake by 58% in Q2 2026, buying an estimated $31.7K and bringing the position to 237 shares worth $93.4K. The position accounts for 0.01% of the portfolio, ranked #297.

HHM Wealth Advisors first reported a position in IWO in Q1 2020 and has held it in 17 quarters since. 367 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • HHM Wealth Advisors held 237 shares of iShares Russell 2000 Growth ETF worth $93.4K as of Q2 2026.
  • HHM Wealth Advisors bought 87 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $31.7K.
  • iShares Russell 2000 Growth ETF made up 0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #297 holding.
  • HHM Wealth Advisors first reported a position in iShares Russell 2000 Growth ETF in Q1 2020 and has held it in 17 quarters since.
  • 367 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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