Holland Advisory Services’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Holland Advisory Services’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	$356K	Sell	905 -103	-10%	-$37.6K	0.39%	31
2026 Q1	$316K	Buy	1,008 +1	+0.1%	+$333	0.42%	31
2025 Q4	$325K	Buy	1,007 +2	+0.2%	+$650	0.44%	32
2025 Q3	$322K	Buy	1,005 +1	+0.1%	+$302	0.44%	33
2025 Q2	$287K	Buy	1,004 +1	+0.1%	+$263	0.42%	35
2025 Q1	$256K	Buy	1,003 +2	+0.2%	+$564	0.39%	34
2024 Q4	$288K	Buy	1,001 +3	+0.3%	+$887	0.38%	33
2024 Q3	$283K	Sell	998 -65	-6%	-$17.8K	0.37%	34
2024 Q2	$279K	Buy	1,063 +2	+0.2%	+$519	0.34%	35
2024 Q1	$287K	Buy	1,061 +1	+0.1%	+$256	0.31%	32
2023 Q4	$267K	Sell	1,060 -233	-18%	-$52.5K	0.31%	32
2023 Q3	$290K	Sell	1,293 -38	-3%	-$9.09K	0.37%	26
2023 Q2	$323K	Buy	1,331 +2	+0.2%	+$459	0.41%	19
2023 Q1	$302K	Buy	1,329 +2	+0.2%	+$457	0.35%	21
2022 Q4	$285K	Buy	1,327 +4	+0.3%	+$876	0.34%	21
2022 Q3	$273K	Sell	1,323 -546	-29%	-$123K	0.34%	22
2022 Q2	$386K	Sell	1,869 -5,224	-74%	-$1.16M	0.46%	22
2022 Q1	$1.81M	Sell	7,093 -24	-0.3%	-$6.14K	2.11%	13
2021 Q4	$2.09M	Buy	+7,117	New	+$2.14M	2.41%	12

Other funds holding IWO

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

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

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 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

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

HWA

Hillcrest Wealth Advisors Hazlet, New Jersey $279M AUM 21.72% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $392M AUM

Holland Advisory Services's IWO Position: Q2 2026 in Review

Holland Advisory Services reduced its iShares Russell 2000 Growth ETF (IWO) stake by 10% in Q2 2026, selling an estimated $37.6K and leaving 905 shares worth $356K. The position accounts for 0.39% of the portfolio, ranked #31.

Holland Advisory Services first reported a position in IWO in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.09M in Q4 2021. 251 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Holland Advisory Services held 905 shares of iShares Russell 2000 Growth ETF worth $356K as of Q2 2026.
Holland Advisory Services sold 103 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $37.6K.
iShares Russell 2000 Growth ETF made up 0.39% of Holland Advisory Services's portfolio in Q2 2026, its #31 holding.
Holland Advisory Services first reported a position in iShares Russell 2000 Growth ETF in Q4 2021 and has held it in 19 quarters since.
Holland Advisory Services's iShares Russell 2000 Growth ETF position peaked at $2.09M in Q4 2021.
251 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Holland Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.