Independent Financial Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Independent Financial Group’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	$1.24M	Sell	3,155 -26	-0.8%	-$9.49K	0.02%	606
2026 Q1	$998K	Sell	3,181 -60	-2%	-$20K	0.02%	625
2025 Q4	$1.05M	Sell	3,241 -349	-10%	-$114K	0.02%	602
2025 Q3	$1.15M	Buy	3,590 +119	+3%	+$35.9K	0.03%	560
2025 Q2	$992K	Buy	3,471 +336	+11%	+$88.4K	0.03%	548
2025 Q1	$801K	Sell	3,135 -6,749	-68%	-$1.9M	0.03%	546
2024 Q4	$2.84M	Buy	9,884 +4,088	+71%	+$1.21M	0.09%	208
2024 Q3	$1.65M	Buy	5,796 +4,577	+375%	+$1.25M	0.06%	316
2024 Q2	$320K	Buy	+1,219	New	+$316K	0.01%	796
2023 Q4	–	Sell	-4,281	Closed	-$960K	–	984
2023 Q3	$960K	Buy	4,281 +1,736	+68%	+$415K	0.06%	328
2023 Q2	$618K	Buy	+2,545	New	+$584K	0.04%	425

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

Independent Financial Group's IWO Position: Q2 2026 in Review

Independent Financial Group reduced its iShares Russell 2000 Growth ETF (IWO) stake by 0.82% in Q2 2026, selling an estimated $9.49K and leaving 3,155 shares worth $1.24M. The position accounts for 0.02% of the portfolio, ranked #606.

Independent Financial Group first reported a position in IWO in Q2 2023 and has held it in 11 quarters since. The position peaked at $2.84M in Q4 2024. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Independent Financial Group held 3,155 shares of iShares Russell 2000 Growth ETF worth $1.24M as of Q2 2026.
Independent Financial Group sold 26 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $9.49K.
iShares Russell 2000 Growth ETF made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #606 holding.
Independent Financial Group first reported a position in iShares Russell 2000 Growth ETF in Q2 2023 and has held it in 11 quarters since.
Independent Financial Group's iShares Russell 2000 Growth ETF position peaked at $2.84M in Q4 2024.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.