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

IFP 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
2026
Q2 		$1.5M Buy
3,817
+1,642
+75% +$599K 0.03% 584
2026
Q1 		$683K Buy
2,175
+13
+0.6% +$4.32K 0.01% 843
2025
Q4 		$698K Buy
2,162
+792
+58% +$258K 0.02% 800
2025
Q3 		$438K Sell
1,370
-29
-2% -$8.75K 0.01% 901
2025
Q2 		$400K Buy
1,399
+597
+74% +$157K 0.01% 929
2025
Q1 		$205K Buy
802
+45
+6% +$12.7K 0.01% 1164
2024
Q4 		$218K Buy
757
+53
+8% +$15.7K 0.01% 1091
2024
Q3 		$200K Buy
704
+69
+11% +$18.9K 0.01% 1090
2024
Q2 		$167K Sell
635
-1,089
-63% -$283K 0.01% 1128
2024
Q1 		$467K Buy
1,724
+195
+13% +$49.8K 0.02% 633
2023
Q4 		$386K Buy
1,529
+1,044
+215% +$235K 0.02% 672
2023
Q3 		$109K Sell
485
-37
-7% -$8.86K ﹤0.01% 1215
2023
Q2 		$127K Sell
522
-62
-11% -$14.2K 0.01% 1219
2023
Q1 		$120K Sell
584
-6,899
-92% -$1.58M 0.01% 1162
2022
Q4 		$1.55M Sell
7,483
-799
-10% -$175K 0.04% 451
2022
Q3 		$1.7M Buy
8,282
+208
+3% +$46.8K 0.04% 454
2022
Q2 		$1.66M Hold
8,074
– – 0.05% 402
2022
Q1 		$1.66M Buy
8,074
+7,469
+1,235% +$1.91M 0.05% 402
2021
Q4 		$177K Sell
605
-193
-24% -$58.2K ﹤0.01% 1006
2021
Q3 		$235K Buy
798
+144
+22% +$43.3K ﹤0.01% 882
2021
Q2 		$203K Buy
654
+15
+2% +$4.51K ﹤0.01% 894
2021
Q1 		$191K Buy
639
+46
+8% +$14.3K ﹤0.01% 858
2020
Q4 		$170K Sell
593
-4
-0.7% -$1.02K 0.01% 877
2020
Q3 		$132K Buy
597
+83
+16% +$18.2K 0.01% 863
2020
Q2 		$107K Sell
514
-153
-23% -$28.6K 0.01% 900
2020
Q1 		$107K Sell
667
-87
-12% -$17.3K 0.01% 796
2019
Q4 		$162K Sell
754
-648
-46% -$132K 0.01% 742
2019
Q3 		$270K Buy
+1,402
New +$278K 0.02% 665
2019
Q1 		$317K Sell
1,591
-4,373
-73% -$832K 0.04% 365
2018
Q4 		$991K Sell
5,964
-363
-6% -$67.7K 0.06% 353
2018
Q3 		$1.36M Sell
6,327
-17,466
-73% -$3.72M 0.06% 348
2018
Q2 		$4.86M Buy
23,793
+4,699
+25% +$940K 0.2% 110
2018
Q1 		$3.56M Hold
19,094
– – 0.16% 143
2017
Q4 		$3.56M Sell
19,094
-193
-1% -$35.2K 0.16% 143
2017
Q3 		$3.45M Buy
19,287
+2,247
+13% +$382K 0.14% 167
2017
Q2 		$2.88M Buy
17,040
+2,654
+18% +$437K 0.12% 191
2017
Q1 		$2.33M Buy
14,386
+2,083
+17% +$331K 0.1% 218
2016
Q4 		$1.89M Sell
12,303
-1,092
-8% -$163K 0.09% 242
2016
Q3 		$2M Sell
13,395
-67
-0.5% -$9.76K 0.1% 218
2016
Q2 		$1.85M Buy
13,462
+11,871
+746% +$1.6M 0.1% 223
2016
Q1 		$317K Sell
1,591
-14,623
-90% -$1.82M 0.04% 365
2015
Q4 		$2.26M Buy
+16,214
New +$2.3M 0.15% 150

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
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

IFP Advisors's IWO Position: Q2 2026 in Review

IFP Advisors increased its iShares Russell 2000 Growth ETF (IWO) stake by 75% in Q2 2026, buying an estimated $599K and bringing the position to 3,817 shares worth $1.5M. The position accounts for 0.03% of the portfolio, ranked #584.

IFP Advisors first reported a position in IWO in Q4 2015 and has held it in 42 quarters since. The position peaked at $4.86M in Q2 2018. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • IFP Advisors held 3,817 shares of iShares Russell 2000 Growth ETF worth $1.5M as of Q2 2026.
  • IFP Advisors bought 1,642 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $599K.
  • iShares Russell 2000 Growth ETF made up 0.03% of IFP Advisors's portfolio in Q2 2026, its #584 holding.
  • IFP Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2015 and has held it in 42 quarters since.
  • IFP Advisors's iShares Russell 2000 Growth ETF position peaked at $4.86M in Q2 2018.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.