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

Kovack 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 		$1.04M Hold
2,645
– – 0.05% 373
2026
Q1 		$831K Sell
2,645
-1
-0% -$333 0.04% 422
2025
Q4 		$855K Buy
+2,646
New +$861K 0.04% 433
2025
Q1 		– Sell
-1,188
Closed -$342K – 608
2024
Q4 		$342K Buy
1,188
+417
+54% +$123K 0.03% 412
2024
Q3 		$219K Buy
+771
New +$211K 0.02% 523
2024
Q1 		– Sell
-871
Closed -$220K – 552
2023
Q4 		$220K Buy
+871
New +$196K 0.03% 501
2022
Q4 		– Sell
-1,002
Closed -$207K – 602
2022
Q3 		$207K Sell
1,002
-574
-36% -$129K 0.03% 517
2022
Q2 		$325K Sell
1,576
-202
-11% -$45K 0.04% 423
2022
Q1 		$454K Sell
1,778
-10
-0.6% -$2.56K 0.05% 411
2021
Q4 		$524K Buy
1,788
+310
+21% +$93.4K 0.05% 376
2021
Q3 		$434K Buy
1,478
+187
+14% +$56.2K 0.05% 409
2021
Q2 		$402K Buy
1,291
+323
+33% +$97.2K 0.05% 416
2021
Q1 		$291K Buy
+968
New +$300K 0.04% 469
2020
Q1 		– Sell
-1,374
Closed -$294K – 516
2019
Q4 		$294K Sell
1,374
-285
-17% -$57.8K 0.05% 359
2019
Q3 		$320K Sell
1,659
-14
-0.8% -$2.78K 0.07% 315
2019
Q2 		$336K Buy
1,673
+412
+33% +$81.5K 0.08% 282
2019
Q1 		$248K Buy
+1,261
New +$240K 0.06% 333
2017
Q1 		– Sell
-1,350
Closed -$208K – 315
2016
Q4 		$208K Sell
1,350
-127
-9% -$19K 0.1% 226
2016
Q3 		$220K Sell
1,477
-220
-13% -$32.1K 0.11% 216
2016
Q2 		$233K Buy
1,697
+7
+0.4% +$945 0.12% 199
2016
Q1 		$224K Sell
1,690
-264
-14% -$32.9K 0.14% 190
2015
Q4 		$272K Buy
+1,954
New +$277K 0.18% 149

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
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

Kovack Advisors's IWO Position: Q2 2026 in Review

Kovack Advisors held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 2,645 shares worth $1.04M. The position accounts for 0.05% of the portfolio, ranked #373.

Kovack Advisors first reported a position in IWO in Q4 2015 and has held it in 22 quarters since. 1,105 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Kovack Advisors held 2,645 shares of iShares Russell 2000 Growth ETF worth $1.04M as of Q2 2026.
  • Kovack Advisors left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Growth ETF made up 0.05% of Kovack Advisors's portfolio in Q2 2026, its #373 holding.
  • Kovack Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2015 and has held it in 22 quarters since.
  • 1,105 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.