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Joel Isaacson & Co’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Joel Isaacson & Co’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 		$649K Buy
1,648
+1
+0.1% +$365 0.02% 269
2026
Q1 		$517K Hold
1,647
– – 0.02% 276
2025
Q4 		$532K Hold
1,647
– – 0.02% 278
2025
Q3 		$527K Hold
1,647
– – 0.02% 270
2025
Q2 		$471K Sell
1,647
-46
-3% -$12.1K 0.02% 264
2025
Q1 		$433K Buy
1,693
+27
+2% +$7.62K 0.02% 257
2024
Q4 		$480K Hold
1,666
– – 0.02% 235
2024
Q3 		$473K Hold
1,666
– – 0.02% 227
2024
Q2 		$437K Sell
1,666
-5
-0.3% -$1.3K 0.02% 236
2024
Q1 		$453K Buy
1,671
+190
+13% +$48.5K 0.02% 225
2023
Q4 		$374K Hold
1,481
– – 0.02% 229
2023
Q3 		$332K Hold
1,481
– – 0.02% 237
2023
Q2 		$359K Sell
1,481
-49
-3% -$11.2K 0.02% 231
2023
Q1 		$347K Sell
1,530
-185
-11% -$42.3K 0.02% 233
2022
Q4 		$368K Sell
1,715
-849
-33% -$186K 0.03% 213
2022
Q3 		$530K Buy
2,564
+850
+50% +$191K 0.05% 158
2022
Q2 		$354K Sell
1,714
-175
-9% -$39K 0.03% 203
2022
Q1 		$458K Buy
1,889
+175
+10% +$44.8K 0.03% 183
2021
Q4 		$502K Buy
1,714
+46
+3% +$13.9K 0.03% 184
2021
Q3 		$490K Hold
1,668
– – 0.04% 185
2021
Q2 		$520K Sell
1,668
-20
-1% -$6.02K 0.04% 172
2021
Q1 		$508K Hold
1,688
– – 0.04% 154
2020
Q4 		$484K Sell
1,688
-100
-6% -$25.5K 0.05% 151
2020
Q3 		$396K Buy
1,788
+48
+3% +$10.5K 0.05% 147
2020
Q2 		$360K Hold
1,740
– – 0.05% 146
2020
Q1 		$275K Buy
1,740
+285
+20% +$56.6K 0.05% 147
2019
Q4 		$312K Hold
1,455
– – 0.04% 165
2019
Q3 		$280K Hold
1,455
– – 0.04% 167
2019
Q2 		$292K Hold
1,455
– – 0.04% 163
2019
Q1 		$286K Sell
1,455
-204
-12% -$38.8K 0.04% 175
2018
Q4 		$300K Buy
1,659
+75
+5% +$14K 0.05% 181
2018
Q3 		$341K Hold
1,584
– – 0.05% 153
2018
Q2 		$324K Hold
1,584
– – 0.05% 154
2018
Q1 		$302K Hold
1,584
– – 0.05% 154
2017
Q4 		$296K Hold
1,584
– – 0.05% 152
2017
Q3 		$283K Sell
1,584
-70
-4% -$11.9K 0.05% 153
2017
Q2 		$279K Hold
1,654
– – 0.05% 151
2017
Q1 		$267K Hold
1,654
– – 0.05% 145
2016
Q4 		$255K Sell
1,654
-2,290
-58% -$342K 0.05% 136
2016
Q3 		$587K Buy
3,944
+8
+0.2% +$1.17K 0.12% 76
2016
Q2 		$540K Sell
3,936
-81
-2% -$10.9K 0.11% 78
2016
Q1 		$533K Sell
4,017
-1,960
-33% -$245K 0.12% 83
2015
Q4 		$832K Buy
5,977
+7
+0.1% +$993 0.2% 54
2015
Q3 		$800K Buy
5,970
+66
+1% +$9.78K 0.21% 51
2015
Q2 		$913K Buy
5,904
+4,454
+307% +$683K 0.23% 52
2015
Q1 		$220K Buy
1,450
+200
+16% +$29.1K 0.06% 153
2014
Q4 		$178K Hold
1,250
– – 0.05% 161
2014
Q3 		$162K Hold
1,250
– – 0.05% 148
2014
Q2 		$173K Hold
1,250
– – 0.05% 140
2014
Q1 		$170K Hold
1,250
– – 0.06% 137
2013
Q4 		$169K Buy
+1,250
New +$162K 0.06% 129

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

Joel Isaacson & Co's IWO Position: Q2 2026 in Review

Joel Isaacson & Co increased its iShares Russell 2000 Growth ETF (IWO) stake by 0.06% in Q2 2026, buying an estimated $365 and bringing the position to 1,648 shares worth $649K. The position accounts for 0.02% of the portfolio, ranked #269.

Joel Isaacson & Co first reported a position in IWO in Q4 2013 and has held it in 51 quarters since. The position peaked at $913K in Q2 2015. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Joel Isaacson & Co held 1,648 shares of iShares Russell 2000 Growth ETF worth $649K as of Q2 2026.
  • Joel Isaacson & Co bought 1 iShares Russell 2000 Growth ETF share in Q2 2026, an estimated $365.
  • iShares Russell 2000 Growth ETF made up 0.02% of Joel Isaacson & Co's portfolio in Q2 2026, its #269 holding.
  • Joel Isaacson & Co first reported a position in iShares Russell 2000 Growth ETF in Q4 2013 and has held it in 51 quarters since.
  • Joel Isaacson & Co's iShares Russell 2000 Growth ETF position peaked at $913K in Q2 2015.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.