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IWO icon

InvesTrust’s iShares Russell 2000 Growth ETF IWO Stock Holding History

InvesTrust’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 		$6.93M Sell
17,580
-10
-0.1% -$3.65K 2.67% 8
2026
Q1 		$5.52M Sell
17,590
-15
-0.1% -$4.99K 2.32% 13
2025
Q4 		$5.69M Sell
17,605
-984
-5% -$320K 2.2% 14
2025
Q3 		$5.95M Sell
18,589
-16
-0.1% -$4.83K 2.18% 12
2025
Q2 		$5.32M Sell
18,605
-5
-0% -$1.32K 2.05% 14
2025
Q1 		$4.76M Buy
18,610
+4
+0% +$1.13K 1.3% 40
2024
Q4 		$5.36M Buy
+18,606
New +$5.5M 1.49% 37

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

InvesTrust's IWO Position: Q2 2026 in Review

InvesTrust reduced its iShares Russell 2000 Growth ETF (IWO) stake by 0.06% in Q2 2026, selling an estimated $3.65K and leaving 17,580 shares worth $6.93M. The position accounts for 2.67% of the portfolio, ranked #8.

InvesTrust first reported a position in IWO in Q4 2024 and has held it in 7 quarters since. 512 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • InvesTrust held 17,580 shares of iShares Russell 2000 Growth ETF worth $6.93M as of Q2 2026.
  • InvesTrust sold 10 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $3.65K.
  • iShares Russell 2000 Growth ETF made up 2.67% of InvesTrust's portfolio in Q2 2026, its #8 holding.
  • InvesTrust first reported a position in iShares Russell 2000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 512 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on InvesTrust's 13F filing for Q2 2026, filed 14 Jul 2026.