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LifeSteps Financial’s iShares Russell 2000 Growth ETF IWO Stock Holding History

LifeSteps Financial’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 		$29.9K Buy
+76
New +$27.7K 0.01% 264
2024
Q2 		– Sell
-69
Closed -$18.7K – 241
2024
Q1 		$18.7K Buy
+69
New +$17.6K 0.01% 232

Other funds holding IWO

CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CC
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

LifeSteps Financial's IWO Position: Q2 2026 in Review

LifeSteps Financial opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q2 2026: 76 shares worth $29.9K. The stake represents 0.01% of the portfolio and ranks #264 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in IWO as recently as Q1 2024.

LifeSteps Financial first reported a position in IWO in Q1 2024 and has held it in 2 quarters since. 305 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • LifeSteps Financial held 76 shares of iShares Russell 2000 Growth ETF worth $29.9K as of Q2 2026.
  • iShares Russell 2000 Growth ETF was a new LifeSteps Financial position in Q2 2026.
  • iShares Russell 2000 Growth ETF made up 0.01% of LifeSteps Financial's portfolio in Q2 2026, its #264 holding.
  • LifeSteps Financial first reported a position in iShares Russell 2000 Growth ETF in Q1 2024 and has held it in 2 quarters since.
  • 305 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.