Keudell/Morrison Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Keudell/Morrison Wealth Management’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	$1.34M	Hold	3,399	–	–	0.25%	65
2026 Q1	$1.07M	Hold	3,399	–	–	0.22%	71
2025 Q4	$1.1M	Buy	+3,399	New	+$1.11M	0.23%	69
2025 Q2	$972K	Hold	3,399	–	–	0.22%	69
2025 Q1	$869K	Hold	3,399	–	–	0.2%	74
2024 Q4	$978K	Hold	3,399	–	–	0.26%	66
2024 Q3	$965K	Hold	3,399	–	–	0.26%	67
2024 Q2	$892K	Hold	3,399	–	–	0.26%	67
2024 Q1	$920K	Hold	3,399	–	–	0.28%	69
2023 Q4	$857K	Hold	3,399	–	–	0.28%	70
2023 Q3	$762K	Hold	3,399	–	–	0.23%	71
2023 Q2	$825K	Hold	3,399	–	–	0.24%	71
2023 Q1	$771K	Hold	3,399	–	–	0.23%	74
2022 Q4	$729K	Hold	3,399	–	–	0.23%	77
2022 Q3	$702K	Sell	3,399 -1	-0%	-$225	0.26%	74
2022 Q2	$701K	Hold	3,400	–	–	0.25%	78
2022 Q1	$870K	Hold	3,400	–	–	0.36%	67
2021 Q4	$996K	Hold	3,400	–	–	0.39%	60
2021 Q3	$998K	Hold	3,400	–	–	0.43%	57
2021 Q2	$1.06M	Hold	3,400	–	–	0.58%	54
2021 Q1	$1.02M	Hold	3,400	–	–	0.59%	54
2020 Q4	$975K	Hold	3,400	–	–	0.62%	51
2020 Q3	$753K	Hold	3,400	–	–	0.48%	61
2020 Q2	$703K	Hold	3,400	–	–	0.58%	61
2020 Q1	$538K	Hold	3,400	–	–	0.53%	67
2019 Q4	$728K	Hold	3,400	–	–	0.5%	65
2019 Q3	$655K	Hold	3,400	–	–	0.54%	64
2019 Q2	$665K	Hold	3,400	–	–	0.58%	59
2019 Q1	$669K	Buy	+3,400	New	+$647K	0.59%	58

Other funds holding IWO

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $392M AUM

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

LWM Advisors El Dorado Hills, California $134M AUM 22.23% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Keudell/Morrison Wealth Management's IWO Position: Q2 2026 in Review

Keudell/Morrison Wealth Management held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 3,399 shares worth $1.34M. The position accounts for 0.25% of the portfolio, ranked #65.

Keudell/Morrison Wealth Management first reported a position in IWO in Q1 2019 and has held it in 29 quarters since. 189 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Keudell/Morrison Wealth Management held 3,399 shares of iShares Russell 2000 Growth ETF worth $1.34M as of Q2 2026.
Keudell/Morrison Wealth Management left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.25% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #65 holding.
Keudell/Morrison Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q1 2019 and has held it in 29 quarters since.
189 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.