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JBR Co Financial Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

JBR Co Financial 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 		– Sell
-692
Closed -$224K – 137
2026
Q1 		$224K Hold
692
– – 0.09% 110
2025
Q4 		$224K Sell
692
-75
-10% -$24.4K 0.09% 110
2025
Q3 		$245K Buy
+767
New +$231K 0.1% 104

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
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
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return

JBR Co Financial Management's IWO Position: Q2 2026 in Review

JBR Co Financial Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2026, closing a stake of 692 shares — an estimated $224K sold.

JBR Co Financial Management first reported a position in IWO in Q3 2025 and held it in 3 quarters. The position peaked at $245K in Q3 2025. 476 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • JBR Co Financial Management reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2026 after selling out during the quarter.
  • JBR Co Financial Management sold 692 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $224K.
  • JBR Co Financial Management first reported a position in iShares Russell 2000 Growth ETF in Q3 2025 and held it in 3 quarters.
  • JBR Co Financial Management's iShares Russell 2000 Growth ETF position peaked at $245K in Q3 2025.
  • 476 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on JBR Co Financial Management's 13F filing for Q2 2026, filed 9 Jul 2026.