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

IFG Advisory’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	$164K	Buy	+416	New	+$152K	0.01%	933
2023 Q1	–	Sell	-973	Closed	-$208K	–	518
2022 Q4	$208K	Buy	+973	New	+$213K	0.02%	459
2022 Q1	–	Sell	-738	Closed	-$216K	–	514
2021 Q4	$216K	Sell	738 -100	-12%	-$30.1K	0.02%	464
2021 Q3	$246K	Hold	838	–	–	0.03%	429
2021 Q2	$261K	Sell	838 -104	-11%	-$31.3K	0.03%	414
2021 Q1	$283K	Sell	942 -323	-26%	-$100K	0.04%	406
2020 Q4	$362K	Buy	1,265 +18	+1%	+$4.59K	0.05%	323
2020 Q3	$276K	Sell	1,247 -45	-3%	-$9.85K	0.04%	337
2020 Q2	$267K	Hold	1,292	–	–	0.05%	325
2020 Q1	$204K	Buy	1,292 +142	+12%	+$28.2K	0.05%	336
2019 Q4	$246K	Sell	1,150 -33	-3%	-$6.7K	0.04%	353
2019 Q3	$227K	Buy	+1,183	New	+$235K	0.04%	363

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

IFG Advisory's IWO Position: Q2 2026 in Review

IFG Advisory opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q2 2026: 416 shares worth $164K. The stake represents 0.01% of the portfolio and ranks #933 among its holdings. This is a return to the name: IFG Advisory previously reported a position in IWO as recently as Q4 2022.

IFG Advisory first reported a position in IWO in Q3 2019 and has held it in 12 quarters since. The position peaked at $362K in Q4 2020. 1,105 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

IFG Advisory held 416 shares of iShares Russell 2000 Growth ETF worth $164K as of Q2 2026.
iShares Russell 2000 Growth ETF was a new IFG Advisory position in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.01% of IFG Advisory's portfolio in Q2 2026, its #933 holding.
IFG Advisory first reported a position in iShares Russell 2000 Growth ETF in Q3 2019 and has held it in 12 quarters since.
IFG Advisory's iShares Russell 2000 Growth ETF position peaked at $362K in Q4 2020.
1,105 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.