Highland Investment Advisors LLC’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Highland Investment Advisors LLC’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	$7.92M	Buy	+20,110	New	+$7.34M	3.45%	10

Other funds holding IWO

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 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

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Highland Investment Advisors LLC's IWO Position: Q2 2026 in Review

Highland Investment Advisors LLC opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q2 2026: 20,110 shares worth $7.92M. The stake represents 3.45% of the portfolio and ranks #10 among its holdings.

949 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Highland Investment Advisors LLC held 20,110 shares of iShares Russell 2000 Growth ETF worth $7.92M as of Q2 2026.
iShares Russell 2000 Growth ETF was a new Highland Investment Advisors LLC position in Q2 2026.
iShares Russell 2000 Growth ETF made up 3.45% of Highland Investment Advisors LLC's portfolio in Q2 2026, its #10 holding.
949 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Highland Investment Advisors LLC's 13F filing for Q2 2026, filed 13 Aug 2026.