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

Inspirion Wealth 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	$1.04M	Hold	2,665	–	–	0.12%	72
2026 Q1	$836K	Sell	2,665 -150	-5%	-$49.9K	0.1%	81
2025 Q4	$909K	Hold	2,815	–	–	0.11%	73
2025 Q3	$799K	Hold	2,815	–	–	0.11%	68
2025 Q2	$805K	Hold	2,815	–	–	0.11%	71
2025 Q1	$719K	Hold	2,815	–	–	0.1%	74
2024 Q4	$825K	Hold	2,815	–	–	0.12%	70
2024 Q3	$799K	Sell	2,815 -6	-0.2%	-$1.64K	0.11%	68
2024 Q2	$741K	Hold	2,821	–	–	0.11%	69
2024 Q1	$764K	Sell	2,821 -30	-1%	-$7.67K	0.13%	70
2023 Q4	$712K	Sell	2,851 -3	-0.1%	-$676	0.13%	71
2023 Q3	$640K	Hold	2,854	–	–	0.12%	72
2023 Q2	$693K	Hold	2,854	–	–	0.13%	71
2023 Q1	$647K	Sell	2,854 -302	-10%	-$69.1K	0.13%	72
2022 Q4	$677K	Buy	3,156 +100	+3%	+$21.9K	0.14%	66
2022 Q3	$631K	Buy	3,056 +454	+17%	+$102K	0.14%	65
2022 Q2	$537K	Sell	2,602 -94	-3%	-$21K	0.12%	73
2022 Q1	$690K	Buy	2,696 +650	+32%	+$166K	0.14%	58
2021 Q4	$600K	Buy	2,046 +46	+2%	+$13.9K	0.13%	58
2021 Q3	$587K	Hold	2,000	–	–	0.14%	53
2021 Q2	$623K	Hold	2,000	–	–	0.15%	51
2021 Q1	$601K	Hold	2,000	–	–	0.16%	51
2020 Q4	$573K	Hold	2,000	–	–	0.16%	46
2020 Q3	$443K	Hold	2,000	–	–	0.15%	48
2020 Q2	$414K	Hold	2,000	–	–	0.16%	50
2020 Q1	$316K	Hold	2,000	–	–	0.16%	52
2019 Q4	$428K	Hold	2,000	–	–	0.14%	47
2019 Q3	$385K	Hold	2,000	–	–	0.17%	46
2019 Q2	$402K	Hold	2,000	–	–	0.17%	48
2019 Q1	$393K	Buy	+2,000	New	+$381K	0.17%	49

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

Inspirion Wealth Advisors's IWO Position: Q2 2026 in Review

Inspirion Wealth Advisors held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 2,665 shares worth $1.04M. The position accounts for 0.12% of the portfolio, ranked #72.

Inspirion Wealth Advisors first reported a position in IWO in Q1 2019 and has held it in 30 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Inspirion Wealth Advisors held 2,665 shares of iShares Russell 2000 Growth ETF worth $1.04M as of Q2 2026.
Inspirion Wealth Advisors left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.12% of Inspirion Wealth Advisors's portfolio in Q2 2026, its #72 holding.
Inspirion Wealth Advisors first reported a position in iShares Russell 2000 Growth ETF in Q1 2019 and has held it in 30 quarters since.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.