Kingswood Wealth Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Kingswood Wealth Advisors’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	$327K	Sell	831 -83	-9%	-$30.3K	0.01%	747
2026 Q1	$287K	Buy	914 +92	+11%	+$30.6K	0.01%	728
2025 Q4	$266K	Buy	+822	New	+$267K	0.01%	724
2024 Q1	–	Sell	-882	Closed	-$223K	–	657
2023 Q4	$223K	Sell	882 -518	-37%	-$117K	0.03%	550
2023 Q3	$309K	Hold	1,400	–	–	0.05%	323
2023 Q2	$340K	Buy	+1,400	New	+$321K	0.11%	181

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

Kingswood Wealth Advisors's IWO Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its iShares Russell 2000 Growth ETF (IWO) stake by 9.1% in Q2 2026, selling an estimated $30.3K and leaving 831 shares worth $327K. The position accounts for 0.01% of the portfolio, ranked #747.

Kingswood Wealth Advisors first reported a position in IWO in Q2 2023 and has held it in 6 quarters since. The position peaked at $340K in Q2 2023. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Kingswood Wealth Advisors held 831 shares of iShares Russell 2000 Growth ETF worth $327K as of Q2 2026.
Kingswood Wealth Advisors sold 83 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $30.3K.
iShares Russell 2000 Growth ETF made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #747 holding.
Kingswood Wealth Advisors first reported a position in iShares Russell 2000 Growth ETF in Q2 2023 and has held it in 6 quarters since.
Kingswood Wealth Advisors's iShares Russell 2000 Growth ETF position peaked at $340K in Q2 2023.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.