IF
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Intrua Financial’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Intrua Financial’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 		$1.54M Buy
3,905
+135
+4% +$49.3K 0.14% 120
2026
Q1 		$1.18M Sell
3,770
-2,088
-36% -$695K 0.12% 131
2025
Q4 		$1.89M Buy
+5,858
New +$1.91M 0.2% 94
2023
Q4 		– Sell
-2,817
Closed -$631K – 408
2023
Q3 		$631K Buy
2,817
+1,679
+148% +$402K 0.11% 166
2023
Q2 		$276K Sell
1,138
-45
-4% -$10.3K 0.05% 288
2023
Q1 		$264K Sell
1,183
-272
-19% -$62.2K 0.05% 276
2022
Q4 		$327K Buy
1,455
+54
+4% +$11.8K 0.08% 242
2022
Q3 		$290K Sell
1,401
-687
-33% -$155K 0.08% 233
2022
Q2 		$431K Sell
2,088
-452
-18% -$101K 0.09% 235
2022
Q1 		$650K Sell
2,540
-111
-4% -$28.4K 0.12% 184
2021
Q4 		$777K Sell
2,651
-312
-11% -$94K 0.14% 156
2021
Q3 		$889K Buy
2,963
+43
+1% +$12.9K 0.16% 134
2021
Q2 		$879K Sell
2,920
-1,500
-34% -$451K 0.21% 100
2021
Q1 		$1.38M Buy
4,420
+2,553
+137% +$792K 0.35% 59
2020
Q4 		$535K Buy
1,867
+695
+59% +$177K 0.24% 87
2020
Q3 		$294K Buy
+1,172
New +$257K 0.14% 148

Other funds holding IWO

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Intrua Financial's IWO Position: Q2 2026 in Review

Intrua Financial increased its iShares Russell 2000 Growth ETF (IWO) stake by 3.6% in Q2 2026, buying an estimated $49.3K and bringing the position to 3,905 shares worth $1.54M. The position accounts for 0.14% of the portfolio, ranked #120.

Intrua Financial first reported a position in IWO in Q3 2020 and has held it in 16 quarters since. The position peaked at $1.89M in Q4 2025. 512 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Intrua Financial held 3,905 shares of iShares Russell 2000 Growth ETF worth $1.54M as of Q2 2026.
  • Intrua Financial bought 135 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $49.3K.
  • iShares Russell 2000 Growth ETF made up 0.14% of Intrua Financial's portfolio in Q2 2026, its #120 holding.
  • Intrua Financial first reported a position in iShares Russell 2000 Growth ETF in Q3 2020 and has held it in 16 quarters since.
  • Intrua Financial's iShares Russell 2000 Growth ETF position peaked at $1.89M in Q4 2025.
  • 512 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.