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International Assets Investment Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

International Assets Investment 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 		$385K Sell
985
-8
-0.8% -$2.92K 0.02% 589
2026
Q1 		$314K Hold
993
– – 0.02% 612
2025
Q4 		$321K Buy
993
+176
+22% +$57.2K 0.02% 612
2025
Q3 		$233K Hold
817
– – 0.02% 702
2025
Q2 		$234K Sell
817
-9
-1% -$2.37K 0.02% 705
2025
Q1 		$211K Sell
826
-95
-10% -$26.8K 0.02% 692
2024
Q4 		$266K Sell
921
-258,051
-100% -$76.3M 0.02% 622
2024
Q3 		$912 Buy
258,972
+257,387
+16,239% +$70.5M ﹤0.01% 1159
2024
Q2 		$416K Buy
1,585
+101
+7% +$26.2K 0.04% 428
2024
Q1 		$399K Buy
1,484
+220
+17% +$56.2K 0.04% 432
2023
Q4 		$319K Buy
1,264
+132
+12% +$29.8K 0.04% 455
2023
Q3 		$253K Buy
+1,132
New +$271K 0.03% 426
2023
Q2 		– Sell
-885
Closed -$201K – 700
2023
Q1 		$201K Sell
885
-228
-20% -$52.2K 0.03% 481
2022
Q4 		$239K Buy
+1,113
New +$244K 0.02% 557
2022
Q3 		– Sell
-1,091
Closed -$225 – 533
2022
Q2 		$225 Sell
1,091
-696
-39% -$155K 0.02% 365
2022
Q1 		$457K Sell
1,787
-230
-11% -$58.9K 0.08% 248
2021
Q4 		$591K Sell
2,017
-601
-23% -$181K 0.1% 221
2021
Q3 		$769K Buy
2,618
+3
+0.1% +$901 0.14% 176
2021
Q2 		$815K Sell
2,615
-415
-14% -$125K 0.15% 155
2021
Q1 		$894K Buy
3,030
+1,830
+153% +$568K 0.08% 232
2020
Q4 		$344K Sell
1,200
-30
-2% -$7.65K 0.06% 266
2020
Q3 		$273K Sell
1,230
-80
-6% -$17.5K 0.07% 259
2020
Q2 		$271K Sell
1,310
-160
-11% -$29.9K 0.06% 249
2020
Q1 		$232K Buy
+1,470
New +$292K 0.07% 245

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

International Assets Investment Management's IWO Position: Q2 2026 in Review

International Assets Investment Management reduced its iShares Russell 2000 Growth ETF (IWO) stake by 0.81% in Q2 2026, selling an estimated $2.92K and leaving 985 shares worth $385K. The position accounts for 0.02% of the portfolio, ranked #589.

International Assets Investment Management first reported a position in IWO in Q1 2020 and has held it in 24 quarters since. The position peaked at $894K in Q1 2021. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • International Assets Investment Management held 985 shares of iShares Russell 2000 Growth ETF worth $385K as of Q2 2026.
  • International Assets Investment Management sold 8 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $2.92K.
  • iShares Russell 2000 Growth ETF made up 0.02% of International Assets Investment Management's portfolio in Q2 2026, its #589 holding.
  • International Assets Investment Management first reported a position in iShares Russell 2000 Growth ETF in Q1 2020 and has held it in 24 quarters since.
  • International Assets Investment Management's iShares Russell 2000 Growth ETF position peaked at $894K in Q1 2021.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.