Kiley Juergens Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Kiley Juergens 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	$938K	Hold	2,382	–	–	0.15%	99
2026 Q1	$747K	Buy	+2,382	New	+$792K	0.13%	110
2018 Q4	–	Sell	-189	Closed	-$40K	–	346
2018 Q3	$40K	Hold	189	–	–	0.03%	266
2018 Q2	$38K	Buy	+189	New	+$37.8K	0.03%	235
2018 Q1	–	Sell	-189	Closed	-$35K	–	345
2017 Q4	$35K	Buy	+189	New	+$34.5K	0.03%	251

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

Kiley Juergens Wealth Management's IWO Position: Q2 2026 in Review

Kiley Juergens Wealth Management held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 2,382 shares worth $938K. The position accounts for 0.15% of the portfolio, ranked #99.

Kiley Juergens Wealth Management first reported a position in IWO in Q4 2017 and has held it in 5 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Kiley Juergens Wealth Management held 2,382 shares of iShares Russell 2000 Growth ETF worth $938K as of Q2 2026.
Kiley Juergens Wealth Management left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.15% of Kiley Juergens Wealth Management's portfolio in Q2 2026, its #99 holding.
Kiley Juergens Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2017 and has held it in 5 quarters since.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.