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

Kaizen Financial Strategies’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 		$420K Hold
1,075
– – 0.14% 113
2026
Q1 		$375K Hold
1,075
– – 0.16% 113
2025
Q4 		$347K Sell
1,075
-25
-2% -$8.13K 0.15% 115
2025
Q3 		$352K Sell
1,100
-125
-10% -$37.7K 0.16% 110
2025
Q2 		$350K Buy
1,225
+100
+9% +$26.3K 0.18% 102
2025
Q1 		$287K Sell
1,125
-50
-4% -$14.1K 0.17% 107
2024
Q4 		$338K Buy
1,175
+105
+10% +$31.1K 0.19% 91
2024
Q3 		$304K Buy
1,070
+70
+7% +$19.2K 0.18% 98
2024
Q2 		$282K Buy
+1,000
New +$260K 0.18% 96

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

Kaizen Financial Strategies's IWO Position: Q2 2026 in Review

Kaizen Financial Strategies held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 1,075 shares worth $420K. The position accounts for 0.14% of the portfolio, ranked #113.

Kaizen Financial Strategies first reported a position in IWO in Q2 2024 and has held it in 9 quarters since. 478 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Kaizen Financial Strategies held 1,075 shares of iShares Russell 2000 Growth ETF worth $420K as of Q2 2026.
  • Kaizen Financial Strategies left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Growth ETF made up 0.14% of Kaizen Financial Strategies's portfolio in Q2 2026, its #113 holding.
  • Kaizen Financial Strategies first reported a position in iShares Russell 2000 Growth ETF in Q2 2024 and has held it in 9 quarters since.
  • 478 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.