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Laurel Wealth Advisors (North Carolina)’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		$393K Sell
998
-15
-1% -$5.47K 0.04% 160
2026
Q1 		$374K Sell
1,013
-50
-5% -$16.6K 0.04% 161
2025
Q4 		$343K Sell
1,063
-135
-11% -$43.9K 0.05% 156
2025
Q3 		$383K Sell
1,198
-75
-6% -$22.6K 0.05% 151
2025
Q2 		$364K Sell
1,273
-40
-3% -$10.5K 0.05% 149
2025
Q1 		$336K Sell
1,313
-25
-2% -$7.06K 0.05% 145
2024
Q4 		$385K Sell
1,338
-80
-6% -$23.7K 0.06% 136
2024
Q3 		$403K Buy
1,418
+63
+5% +$17.3K 0.06% 132
2024
Q2 		$356K Sell
1,355
-94
-6% -$24.4K 0.06% 136
2024
Q1 		$392K Sell
1,449
-50
-3% -$12.8K 0.07% 133
2023
Q4 		$378K Sell
1,499
-144
-9% -$32.5K 0.07% 130
2023
Q3 		$368K Sell
1,643
-49
-3% -$11.7K 0.08% 129
2023
Q2 		$411K Sell
1,692
-35
-2% -$8.03K 0.08% 127
2023
Q1 		$392K Sell
1,727
-35
-2% -$8.01K 0.08% 129
2022
Q4 		$378K Buy
1,762
+50
+3% +$11K 0.09% 126
2022
Q3 		$354K Sell
1,712
-355
-17% -$79.9K 0.09% 126
2022
Q2 		$426K Sell
2,067
-15
-0.7% -$3.35K 0.1% 119
2022
Q1 		$532K Hold
2,082
– – 0.11% 119
2021
Q4 		$610K Sell
2,082
-140
-6% -$42.2K 0.13% 113
2021
Q3 		$652K Sell
2,222
-115
-5% -$34.5K 0.14% 109
2021
Q2 		$728K Sell
2,337
-20
-0.8% -$6.02K 0.16% 107
2021
Q1 		$709K Sell
2,357
-195
-8% -$60.5K 0.17% 103
2020
Q4 		$732K Sell
2,552
-75
-3% -$19.1K 0.19% 95
2020
Q3 		$582K Sell
2,627
-150
-5% -$32.8K 0.17% 93
2020
Q2 		$574K Hold
2,777
– – 0.19% 92
2020
Q1 		$439K Sell
2,777
-175
-6% -$34.7K 0.16% 95
2019
Q4 		$632K Sell
2,952
-455
-13% -$92.3K 0.2% 90
2019
Q3 		$657K Sell
3,407
-505
-13% -$100K 0.22% 88
2019
Q2 		$786K Sell
3,912
-135
-3% -$26.7K 0.28% 75
2019
Q1 		$796K Hold
4,047
– – 0.29% 74
2018
Q4 		$680K Buy
+4,047
New +$755K 0.27% 78

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

Laurel Wealth Advisors (North Carolina)'s IWO Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) reduced its iShares Russell 2000 Growth ETF (IWO) stake by 1.5% in Q2 2026, selling an estimated $5.47K and leaving 998 shares worth $393K. The position accounts for 0.04% of the portfolio, ranked #160.

Laurel Wealth Advisors (North Carolina) first reported a position in IWO in Q4 2018 and has held it in 31 quarters since. The position peaked at $796K in Q1 2019. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Laurel Wealth Advisors (North Carolina) held 998 shares of iShares Russell 2000 Growth ETF worth $393K as of Q2 2026.
  • Laurel Wealth Advisors (North Carolina) sold 15 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $5.47K.
  • iShares Russell 2000 Growth ETF made up 0.04% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #160 holding.
  • Laurel Wealth Advisors (North Carolina) first reported a position in iShares Russell 2000 Growth ETF in Q4 2018 and has held it in 31 quarters since.
  • Laurel Wealth Advisors (North Carolina)'s iShares Russell 2000 Growth ETF position peaked at $796K in Q1 2019.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.