Kestra Advisory Services
IWO icon

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
Q3 		$21.9M Buy
61,284
+1,383
+2% +$522K 0.06% 324
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

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM

Kestra Advisory Services's IWO Position: Q3 2026 in Review

Kestra Advisory Services increased its iShares Russell 2000 Growth ETF (IWO) stake by 2.3% in Q3 2026, buying an estimated $522K and bringing the position to 61,284 shares worth $21.9M. The position accounts for 0.06% of the portfolio, ranked #324.

Kestra Advisory Services first reported a position in IWO in Q3 2020 and has held it in 25 quarters since. The position peaked at $23.6M in Q2 2026. 955 funds tracked by Wall St. Rank hold IWO as of Q3 2026.

  • Kestra Advisory Services held 61,284 shares of iShares Russell 2000 Growth ETF worth $21.9M as of Q3 2026.
  • Kestra Advisory Services bought 1,383 iShares Russell 2000 Growth ETF shares in Q3 2026, an estimated $522K.
  • iShares Russell 2000 Growth ETF made up 0.06% of Kestra Advisory Services's portfolio in Q3 2026, its #324 holding.
  • Kestra Advisory Services first reported a position in iShares Russell 2000 Growth ETF in Q3 2020 and has held it in 25 quarters since.
  • Kestra Advisory Services's iShares Russell 2000 Growth ETF position peaked at $23.6M in Q2 2026.
  • 955 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.