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

HighMark 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	$40K	Hold	101	–	–	0.01%	185
2026 Q1	$31.8K	Sell	101 -140	-58%	-$46.6K	0.01%	194
2025 Q4	$77.9K	Sell	241 -47	-16%	-$15.3K	0.03%	124
2025 Q3	$92.1K	Buy	288 +16	+6%	+$4.83K	0.04%	123
2025 Q2	$77.9K	Sell	272 -15	-5%	-$3.95K	0.04%	128
2025 Q1	$73.4K	Hold	287	–	–	0.04%	106
2024 Q4	$82.5K	Buy	287 +1	+0.3%	+$296	0.05%	96
2024 Q3	$81.1K	Buy	286 +186	+186%	+$50.9K	0.04%	117
2024 Q2	$26.3K	Buy	+100	New	+$26K	0.02%	177
2020 Q1	–	Sell	-186	Closed	-$40K	–	381
2019 Q4	$40K	Buy	+186	New	+$37.8K	0.04%	92

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

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

HighMark Wealth Management held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 101 shares worth $40K. The position accounts for 0.01% of the portfolio, ranked #185.

HighMark Wealth Management first reported a position in IWO in Q4 2019 and has held it in 10 quarters since. The position peaked at $92.1K in Q3 2025. 1,105 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

HighMark Wealth Management held 101 shares of iShares Russell 2000 Growth ETF worth $40K as of Q2 2026.
HighMark Wealth Management left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.01% of HighMark Wealth Management's portfolio in Q2 2026, its #185 holding.
HighMark Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2019 and has held it in 10 quarters since.
HighMark Wealth Management's iShares Russell 2000 Growth ETF position peaked at $92.1K in Q3 2025.
1,105 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.