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

HighTower 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
2024 Q1	–	Sell	-4,200	Closed	-$181K	–	3825
2023 Q4	$181K	Buy	+4,200	New	+$947K	﹤0.01%	3044
2022 Q4	–	Sell	-48	Closed	-$1K	–	3427
2022 Q3	$1K	Buy	+48	New	+$10.8K	﹤0.01%	3120
2022 Q1	–	Sell	-49	Closed	-$2K	–	3539
2021 Q4	$2K	Buy	+49	New	+$14.8K	﹤0.01%	3241
2019 Q1	–	Sell	-37,500	Closed	-$38K	–	2362
2018 Q4	$38K	Hold	37,500	–	–	﹤0.01%	2048
2018 Q3	$38K	Buy	+37,500	New	+$7.99M	﹤0.01%	2141
2016 Q2	–	Sell	-367,800	Closed	-$202M	–	1904
2016 Q1	$202M	Buy	+367,800	New	+$45.9M	0.66%	4

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

HighTower Advisors's IWO Position: Q2 2026 in Review

HighTower Advisors increased its iShares Russell 2000 Growth ETF (IWO) stake by 0.82% in Q2 2026, buying an estimated $219K and bringing the position to 73,549 shares worth $29M. The position accounts for 0.03% of the portfolio, ranked #535.

HighTower Advisors first reported a position in IWO in Q4 2013 and has held it in 46 quarters since. The position peaked at $45.9M in Q2 2015. 1,105 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

HighTower Advisors held 73,549 shares of iShares Russell 2000 Growth ETF worth $29M as of Q2 2026.
HighTower Advisors bought 599 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $219K.
iShares Russell 2000 Growth ETF made up 0.03% of HighTower Advisors's portfolio in Q2 2026, its #535 holding.
HighTower Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2013 and has held it in 46 quarters since.
HighTower Advisors's iShares Russell 2000 Growth ETF position peaked at $45.9M in Q2 2015.
1,105 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.