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

JFS Wealth 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 		$1.15M Sell
2,918
-29
-1% -$10.6K 0.06% 155
2026
Q1 		$925K Buy
2,947
+90
+3% +$29.9K 0.05% 167
2025
Q4 		$923K Sell
2,857
-16
-0.6% -$5.2K 0.05% 164
2025
Q3 		$920K Buy
2,873
+7
+0.2% +$2.11K 0.05% 167
2025
Q2 		$819K Buy
2,866
+89
+3% +$23.4K 0.05% 167
2025
Q1 		$710K Sell
2,777
-3
-0.1% -$847 0.05% 171
2024
Q4 		$800K Sell
2,780
-1
-0% -$296 0.05% 155
2024
Q3 		$790K Sell
2,781
-12
-0.4% -$3.29K 0.05% 164
2024
Q2 		$733K Hold
2,793
– – 0.06% 137
2024
Q1 		$756K Hold
2,793
– – 0.06% 134
2023
Q4 		$704K Sell
2,793
-161
-5% -$36.3K 0.06% 128
2023
Q3 		$662K Sell
2,954
-4
-0.1% -$957 0.06% 135
2023
Q2 		$718K Buy
2,958
+25
+0.9% +$5.73K 0.06% 130
2023
Q1 		$665K Sell
2,933
-27
-0.9% -$6.18K 0.06% 136
2022
Q4 		$635K Buy
2,960
+27
+0.9% +$5.92K 0.06% 140
2022
Q3 		$606K Sell
2,933
-23
-0.8% -$5.18K 0.07% 137
2022
Q2 		$610K Hold
2,956
– – 0.06% 131
2022
Q1 		$756K Sell
2,956
-266
-8% -$68.1K 0.07% 132
2021
Q4 		$944K Buy
3,222
+128
+4% +$38.6K 0.09% 123
2021
Q3 		$908K Buy
3,094
+212
+7% +$63.7K 0.09% 116
2021
Q2 		$898K Sell
2,882
-145
-5% -$43.6K 0.13% 93
2021
Q1 		$910K Hold
3,027
– – 0.19% 79
2020
Q4 		$868K Hold
3,027
– – 0.18% 80
2020
Q3 		$671K Hold
3,027
– – 0.16% 81
2020
Q2 		$626K Hold
3,027
– – 0.16% 82
2020
Q1 		$479K Buy
3,027
+102
+3% +$20.3K 0.14% 86
2019
Q4 		$627K Sell
2,925
-14
-0.5% -$2.84K 0.15% 84
2019
Q3 		$566K Hold
2,939
– – 0.14% 86
2019
Q2 		$590K Sell
2,939
-101
-3% -$20K 0.15% 86
2019
Q1 		$598K Hold
3,040
– – 0.16% 84
2018
Q4 		$511K Sell
3,040
-192
-6% -$35.8K 0.14% 91
2018
Q3 		$695K Sell
3,232
-146
-4% -$31.1K 0.18% 83
2018
Q2 		$690K Sell
3,378
-84
-2% -$16.8K 0.18% 79
2018
Q1 		$660K Hold
3,462
– – 0.17% 79
2017
Q4 		$646K Buy
3,462
+58
+2% +$10.6K 0.16% 80
2017
Q3 		$609K Buy
3,404
+2,420
+246% +$411K 0.16% 75
2017
Q2 		$166K Buy
984
+192
+24% +$31.6K 0.05% 135
2017
Q1 		$122K Hold
792
– – 0.03% 161
2016
Q4 		$122K Hold
792
– – 0.03% 161
2016
Q3 		$118K Hold
792
– – 0.03% 168
2016
Q2 		$109K Hold
792
– – 0.03% 200
2016
Q1 		$105K Hold
792
– – 0.03% 170
2015
Q4 		$110K Buy
+792
New +$112K 0.03% 173

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
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

JFS Wealth Advisors's IWO Position: Q2 2026 in Review

JFS Wealth Advisors reduced its iShares Russell 2000 Growth ETF (IWO) stake by 0.98% in Q2 2026, selling an estimated $10.6K and leaving 2,918 shares worth $1.15M. The position accounts for 0.06% of the portfolio, ranked #155.

JFS Wealth Advisors first reported a position in IWO in Q4 2015 and has held it in 43 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • JFS Wealth Advisors held 2,918 shares of iShares Russell 2000 Growth ETF worth $1.15M as of Q2 2026.
  • JFS Wealth Advisors sold 29 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $10.6K.
  • iShares Russell 2000 Growth ETF made up 0.06% of JFS Wealth Advisors's portfolio in Q2 2026, its #155 holding.
  • JFS Wealth Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2015 and has held it in 43 quarters since.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.