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IHT Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

IHT Wealth Management’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 		$671K Sell
1,703
-100
-6% -$36.5K 0.01% 735
2026
Q1 		$566K Sell
1,803
-9
-0.5% -$2.99K 0.01% 784
2025
Q4 		$585K Buy
1,812
+96
+6% +$31.2K 0.01% 715
2025
Q3 		$549K Buy
1,716
+2
+0.1% +$603 0.01% 704
2025
Q2 		$490K Sell
1,714
-6
-0.3% -$1.58K 0.01% 710
2025
Q1 		$440K Buy
1,720
+72
+4% +$20.3K 0.01% 718
2024
Q4 		$474K Sell
1,648
-105
-6% -$31.1K 0.02% 702
2024
Q3 		$497K Sell
1,753
-38
-2% -$10.4K 0.01% 724
2024
Q2 		$470K Sell
1,791
-12
-0.7% -$3.12K 0.02% 656
2024
Q1 		$488K Sell
1,803
-1,296
-42% -$331K 0.02% 646
2023
Q4 		$782K Sell
3,099
-134
-4% -$30.2K 0.03% 458
2023
Q3 		$725K Sell
3,233
-15
-0.5% -$3.59K 0.04% 439
2023
Q2 		$788K Buy
3,248
+560
+21% +$128K 0.04% 399
2023
Q1 		$610K Buy
2,688
+2
+0.1% +$457 0.03% 448
2022
Q4 		$576K Sell
2,686
-45
-2% -$9.86K 0.04% 444
2022
Q3 		$564K Buy
2,731
+1,626
+147% +$366K 0.04% 422
2022
Q2 		$228K Sell
1,105
-123
-10% -$27.4K 0.02% 624
2022
Q1 		$314K Sell
1,228
-37
-3% -$9.47K 0.02% 554
2021
Q4 		$371K Buy
1,265
+9
+0.7% +$2.71K 0.03% 534
2021
Q3 		$369K Buy
1,256
+425
+51% +$128K 0.03% 528
2021
Q2 		$259K Buy
+831
New +$250K 0.02% 768
2020
Q1 		– Sell
-1,746
Closed -$374K – 609
2019
Q4 		$374K Sell
1,746
-458
-21% -$93K 0.04% 389
2019
Q3 		$425K Sell
2,204
-986
-31% -$195K 0.06% 351
2019
Q2 		$641K Buy
+3,190
New +$631K 0.09% 239
2018
Q2 		– Sell
-618
Closed -$115K – 898
2018
Q1 		$115K Sell
618
-205
-25% -$39.4K 0.03% 452
2017
Q4 		$156K Buy
+823
New +$150K 0.04% 395

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

IHT Wealth Management's IWO Position: Q2 2026 in Review

IHT Wealth Management reduced its iShares Russell 2000 Growth ETF (IWO) stake by 5.5% in Q2 2026, selling an estimated $36.5K and leaving 1,703 shares worth $671K. The position accounts for 0.01% of the portfolio, ranked #735.

IHT Wealth Management first reported a position in IWO in Q4 2017 and has held it in 26 quarters since. The position peaked at $788K in Q2 2023. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • IHT Wealth Management held 1,703 shares of iShares Russell 2000 Growth ETF worth $671K as of Q2 2026.
  • IHT Wealth Management sold 100 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $36.5K.
  • iShares Russell 2000 Growth ETF made up 0.01% of IHT Wealth Management's portfolio in Q2 2026, its #735 holding.
  • IHT Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2017 and has held it in 26 quarters since.
  • IHT Wealth Management's iShares Russell 2000 Growth ETF position peaked at $788K in Q2 2023.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.