Intelligence Driven Advisers’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Intelligence Driven Advisers’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 Q3	$274K	Hold	766	–	–	0.05%	113
2026 Q2	$302K	Buy	766 +1	+0.1%	+$365	0.05%	107
2026 Q1	$240K	Buy	765 +1	+0.1%	+$333	0.04%	108
2025 Q4	$247K	Buy	764 +1	+0.1%	+$325	0.04%	112
2025 Q3	$244K	Buy	763 +1	+0.1%	+$302	0.03%	104
2025 Q2	$218K	Buy	+762	New	+$201K	0.03%	110
2025 Q1	–	Sell	-760	Closed	-$219K	–	111
2024 Q4	$219K	Buy	760 +3	+0.4%	+$887	0.04%	94
2024 Q3	$215K	Buy	+757	New	+$207K	0.03%	106

Other funds holding IWO

WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

LWM Advisors El Dorado Hills, California $132M AUM 13.37% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

FCM

Fell Capital Management Newport Beach, California $116M AUM 17.16% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Echo45 Advisors Walnut Creek, California $219M AUM 13.71% 1-Year Est. Return

Intelligence Driven Advisers's IWO Position: Q3 2026 in Review

Intelligence Driven Advisers held its iShares Russell 2000 Growth ETF (IWO) position steady in Q3 2026 at 766 shares worth $274K. The position accounts for 0.05% of the portfolio, ranked #113.

Intelligence Driven Advisers first reported a position in IWO in Q3 2024 and has held it in 8 quarters since. The position peaked at $302K in Q2 2026. 66 funds tracked by Wall St. Rank hold IWO as of Q3 2026.

Intelligence Driven Advisers held 766 shares of iShares Russell 2000 Growth ETF worth $274K as of Q3 2026.
Intelligence Driven Advisers left its iShares Russell 2000 Growth ETF share count unchanged in Q3 2026.
iShares Russell 2000 Growth ETF made up 0.05% of Intelligence Driven Advisers's portfolio in Q3 2026, its #113 holding.
Intelligence Driven Advisers first reported a position in iShares Russell 2000 Growth ETF in Q3 2024 and has held it in 8 quarters since.
Intelligence Driven Advisers's iShares Russell 2000 Growth ETF position peaked at $302K in Q2 2026.
66 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2026.

Based on Intelligence Driven Advisers's 13F filing for Q3 2026, filed 9 Oct 2026.