Kestra Advisory Services’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Kestra Advisory Services’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	$23.6M	Sell	59,901 -1,379	-2%	-$503K	0.08%	270
2026 Q1	$19.2M	Buy	61,280 +873	+1%	+$290K	0.07%	273
2025 Q4	$19.5M	Buy	60,407 +5,174	+9%	+$1.68M	0.08%	250
2025 Q3	$17.7M	Sell	55,233 -321	-0.6%	-$96.8K	0.08%	246
2025 Q2	$15.9M	Sell	55,554 -283	-0.5%	-$74.5K	0.08%	252
2025 Q1	$14.3M	Sell	55,837 -1,505	-3%	-$425K	0.07%	257
2024 Q4	$16.5M	Sell	57,342 -2,701	-4%	-$799K	0.09%	230
2024 Q3	$17.1M	Sell	60,043 -2,859	-5%	-$783K	0.09%	230
2024 Q2	$16.1M	Buy	62,902 +1,422	+2%	+$369K	0.09%	242
2024 Q1	$16.6M	Buy	61,480 +424	+0.7%	+$108K	0.11%	181
2023 Q4	$15.4M	Buy	61,056 +327	+0.5%	+$73.7K	0.12%	174
2023 Q3	$13.6M	Buy	60,729 +1,449	+2%	+$347K	0.13%	171
2023 Q2	$14.4M	Buy	59,280 +549	+0.9%	+$126K	0.14%	157
2023 Q1	$13.3M	Sell	58,731 -8,708	-13%	-$1.99M	0.14%	158
2022 Q4	$14.5M	Buy	67,439 +6,701	+11%	+$1.47M	0.13%	184
2022 Q3	$12.5M	Sell	60,738 -700	-1%	-$158K	0.13%	184
2022 Q2	$12.7M	Buy	61,438 +1,471	+2%	+$328K	0.13%	174
2022 Q1	$15.3M	Buy	59,967 +609	+1%	+$156K	0.16%	137
2021 Q4	$17.4M	Sell	59,358 -1,322	-2%	-$398K	0.18%	128
2021 Q3	$17.8M	Sell	60,680 -228	-0.4%	-$68.5K	0.18%	133
2021 Q2	$19M	Sell	60,908 -2,382	-4%	-$717K	0.22%	110
2021 Q1	$19M	Sell	63,290 -8,381	-12%	-$2.6M	0.24%	95
2020 Q4	$20.6M	Buy	71,671 +3,355	+5%	+$855K	0.24%	93
2020 Q3	$14.8M	Buy	+68,316	New	+$15M	0.28%	82

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

Kestra Advisory Services's IWO Position: Q2 2026 in Review

Kestra Advisory Services reduced its iShares Russell 2000 Growth ETF (IWO) stake by 2.3% in Q2 2026, selling an estimated $503K and leaving 59,901 shares worth $23.6M. The position accounts for 0.08% of the portfolio, ranked #270.

Kestra Advisory Services first reported a position in IWO in Q3 2020 and has held it in 24 quarters since. 1,105 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Kestra Advisory Services held 59,901 shares of iShares Russell 2000 Growth ETF worth $23.6M as of Q2 2026.
Kestra Advisory Services sold 1,379 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $503K.
iShares Russell 2000 Growth ETF made up 0.08% of Kestra Advisory Services's portfolio in Q2 2026, its #270 holding.
Kestra Advisory Services first reported a position in iShares Russell 2000 Growth ETF in Q3 2020 and has held it in 24 quarters since.
1,105 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.