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Invested Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Invested Advisors’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 		$503K Buy
1,278
+12
+0.9% +$4.38K 0.45% 59
2026
Q1 		$397K Buy
1,266
+51
+4% +$17K 0.4% 73
2025
Q4 		$392K Buy
+1,215
New +$395K 0.41% 72

Other funds holding IWO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Invested Advisors's IWO Position: Q2 2026 in Review

Invested Advisors increased its iShares Russell 2000 Growth ETF (IWO) stake by 0.95% in Q2 2026, buying an estimated $4.38K and bringing the position to 1,278 shares worth $503K. The position accounts for 0.45% of the portfolio, ranked #59.

Invested Advisors first reported a position in IWO in Q4 2025 and has held it in 3 quarters since. 621 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Invested Advisors held 1,278 shares of iShares Russell 2000 Growth ETF worth $503K as of Q2 2026.
  • Invested Advisors bought 12 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $4.38K.
  • iShares Russell 2000 Growth ETF made up 0.45% of Invested Advisors's portfolio in Q2 2026, its #59 holding.
  • Invested Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 621 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Invested Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.