IFWM
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Institute for Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Institute for 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 		$359K Hold
911
– – 0.03% 396
2026
Q1 		$286K Sell
911
-23
-2% -$7.65K 0.03% 438
2025
Q4 		$302K Sell
934
-19
-2% -$6.18K 0.03% 430
2025
Q3 		$305K Hold
953
– – 0.03% 450
2025
Q2 		$272K Hold
953
– – 0.03% 456
2025
Q1 		$244K Hold
953
– – 0.03% 464
2024
Q4 		$274K Hold
953
– – 0.03% 419
2024
Q3 		$271K Hold
953
– – 0.03% 442
2024
Q2 		$250K Sell
953
-8,086
-89% -$2.1M 0.03% 430
2024
Q1 		$2.45M Hold
9,039
– – 0.32% 64
2023
Q4 		$2.28M Hold
9,039
– – 0.37% 59
2023
Q3 		$2.03M Hold
9,039
– – 0.37% 63
2023
Q2 		$2.19M Hold
9,039
– – 0.37% 65
2023
Q1 		$2.05M Sell
9,039
-20
-0.2% -$4.58K 0.39% 64
2022
Q4 		$1.94M Buy
9,059
+1,520
+20% +$333K 0.41% 62
2022
Q3 		$1.56M Buy
7,539
+4,000
+113% +$900K 0.35% 75
2022
Q2 		$730K Buy
3,539
+2,685
+314% +$599K 0.14% 179
2022
Q1 		$218K Sell
854
-18
-2% -$4.61K 0.04% 496
2021
Q4 		$256K Hold
872
– – 0.04% 413
2021
Q3 		$256K Buy
872
+39
+5% +$11.7K 0.04% 411
2021
Q2 		$260K Hold
833
– – 0.05% 406
2021
Q1 		$251K Sell
833
-85
-9% -$26.4K 0.05% 397
2020
Q4 		$263K Sell
918
-25
-3% -$6.37K 0.05% 375
2020
Q3 		$209K Sell
943
-100
-10% -$21.9K 0.05% 391
2020
Q2 		$216K Buy
+1,043
New +$195K 0.05% 387
2020
Q1 		– Sell
-1,049
Closed -$225K – 541
2019
Q4 		$225K Sell
1,049
-9
-0.9% -$1.83K 0.05% 403
2019
Q3 		$204K Sell
1,058
-24
-2% -$4.76K 0.05% 393
2019
Q2 		$217K Sell
1,082
-86
-7% -$17K 0.05% 418
2019
Q1 		$230K Buy
+1,168
New +$222K 0.05% 388

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

Institute for Wealth Management's IWO Position: Q2 2026 in Review

Institute for Wealth Management held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 911 shares worth $359K. The position accounts for 0.03% of the portfolio, ranked #396.

Institute for Wealth Management first reported a position in IWO in Q1 2019 and has held it in 29 quarters since. The position peaked at $2.45M in Q1 2024. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Institute for Wealth Management held 911 shares of iShares Russell 2000 Growth ETF worth $359K as of Q2 2026.
  • Institute for Wealth Management left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Growth ETF made up 0.03% of Institute for Wealth Management's portfolio in Q2 2026, its #396 holding.
  • Institute for Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q1 2019 and has held it in 29 quarters since.
  • Institute for Wealth Management's iShares Russell 2000 Growth ETF position peaked at $2.45M in Q1 2024.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.