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 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

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

Intelligence Driven Advisers's IWO Position: Q2 2026 in Review

Intelligence Driven Advisers increased its iShares Russell 2000 Growth ETF (IWO) stake by 0.13% in Q2 2026, buying an estimated $365 and bringing the position to 766 shares worth $302K. The position accounts for 0.05% of the portfolio, ranked #107.

Intelligence Driven Advisers first reported a position in IWO in Q3 2024 and has held it in 7 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Intelligence Driven Advisers held 766 shares of iShares Russell 2000 Growth ETF worth $302K as of Q2 2026.
Intelligence Driven Advisers bought 1 iShares Russell 2000 Growth ETF share in Q2 2026, an estimated $365.
iShares Russell 2000 Growth ETF made up 0.05% of Intelligence Driven Advisers's portfolio in Q2 2026, its #107 holding.
Intelligence Driven Advisers first reported a position in iShares Russell 2000 Growth ETF in Q3 2024 and has held it in 7 quarters since.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Intelligence Driven Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.