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

Ironwood 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	$1.84M	Sell	4,852 -131	-3%	-$47.8K	0.29%	67
2026 Q1	$1.56M	Sell	4,983 -158	-3%	-$52.6K	0.27%	68
2025 Q4	$1.77M	Sell	5,141 -651	-11%	-$212K	0.3%	66
2025 Q3	$1.85M	Sell	5,792 -12	-0.2%	-$3.62K	0.33%	60
2025 Q2	$1.48M	Hold	5,804	–	–	0.32%	68
2025 Q1	$1.48M	Sell	5,804 -59	-1%	-$16.7K	0.32%	68
2024 Q4	$1.69M	Sell	5,863 -371	-6%	-$110K	0.35%	59
2024 Q3	$1.77M	Sell	6,234 -61	-1%	-$16.7K	0.37%	57
2024 Q2	$1.65M	Sell	6,295 -54	-0.9%	-$14K	0.37%	55
2024 Q1	$1.72M	Sell	6,349 -145	-2%	-$37K	0.4%	52
2023 Q4	$1.64M	Sell	6,494 -134	-2%	-$30.2K	0.4%	53
2023 Q3	$1.49M	Sell	6,628 -201	-3%	-$48.1K	0.4%	47
2023 Q2	$1.66M	Buy	6,829 +12	+0.2%	+$2.75K	0.44%	45
2023 Q1	$1.55M	Sell	6,817 -104	-2%	-$23.8K	0.43%	44
2022 Q4	$1.48M	Sell	6,921 -406	-6%	-$89K	0.46%	46
2022 Q3	$1.51M	Sell	7,327 -98	-1%	-$22.1K	0.5%	43
2022 Q2	$1.53M	Sell	7,425 -143	-2%	-$31.9K	0.49%	43
2022 Q1	$1.94M	Sell	7,568 -122	-2%	-$31.2K	0.55%	36
2021 Q4	$2.25M	Sell	7,690 -116	-1%	-$35K	0.62%	35
2021 Q3	$2.29M	Sell	7,806 -139	-2%	-$41.8K	0.67%	33
2021 Q2	$2.48M	Sell	7,945 -109	-1%	-$32.8K	0.74%	29
2021 Q1	$2.42M	Sell	8,054 -207	-3%	-$64.2K	0.79%	28
2020 Q4	$2.37M	Sell	8,261 -394	-5%	-$100K	0.89%	23
2020 Q3	$1.92M	Buy	+8,655	New	+$1.89M	0.96%	21
2020 Q1	–	Sell	-15	Closed	-$3K	–	375
2019 Q4	$3K	Hold	15	–	–	﹤0.01%	331
2019 Q3	$3K	Hold	15	–	–	﹤0.01%	335
2019 Q2	$3K	Hold	15	–	–	﹤0.01%	334
2019 Q1	$3K	Hold	15	–	–	﹤0.01%	330
2018 Q4	$3K	Hold	15	–	–	﹤0.01%	325
2018 Q3	$3K	Hold	15	–	–	﹤0.01%	319
2018 Q2	$3K	Hold	15	–	–	﹤0.01%	247
2018 Q1	$3K	Hold	15	–	–	﹤0.01%	221
2017 Q4	$3K	Hold	15	–	–	﹤0.01%	224
2017 Q3	$3K	Hold	15	–	–	﹤0.01%	234
2017 Q2	$3K	Hold	15	–	–	﹤0.01%	229
2017 Q1	$2K	Hold	15	–	–	﹤0.01%	241
2016 Q4	$2K	Hold	15	–	–	﹤0.01%	242
2016 Q3	$2K	Hold	15	–	–	﹤0.01%	244
2016 Q2	$2K	Hold	15	–	–	﹤0.01%	249
2016 Q1	$2K	Buy	+15	New	+$1.87K	﹤0.01%	252
2015 Q3	$2K	Hold	15	–	–	﹤0.01%	332
2015 Q2	$2K	Sell	15 -112	-88%	-$17.2K	﹤0.01%	299
2015 Q1	$19K	Hold	127	–	–	0.01%	163
2014 Q4	$18K	Buy	+127	New	+$17.2K	0.01%	144

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

Ironwood Financial's IWO Position: Q2 2026 in Review

Ironwood Financial reduced its iShares Russell 2000 Growth ETF (IWO) stake by 2.6% in Q2 2026, selling an estimated $47.8K and leaving 4,852 shares worth $1.84M. The position accounts for 0.29% of the portfolio, ranked #67.

Ironwood Financial first reported a position in IWO in Q4 2014 and has held it in 44 quarters since. The position peaked at $2.48M in Q2 2021. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Ironwood Financial held 4,852 shares of iShares Russell 2000 Growth ETF worth $1.84M as of Q2 2026.
Ironwood Financial sold 131 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $47.8K.
iShares Russell 2000 Growth ETF made up 0.29% of Ironwood Financial's portfolio in Q2 2026, its #67 holding.
Ironwood Financial first reported a position in iShares Russell 2000 Growth ETF in Q4 2014 and has held it in 44 quarters since.
Ironwood Financial's iShares Russell 2000 Growth ETF position peaked at $2.48M in Q2 2021.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Ironwood Financial's 13F filing for Q2 2026, filed 17 Jul 2026.