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Madden Securities’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Madden Securities’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
Q3 		$58.9K Buy
+165
New +$62.2K 0.02% 189
2023
Q1 		– Sell
-180
Closed -$38.6K – 217
2022
Q4 		$38.6K Buy
+180
New +$39.4K 0.02% 218

Other funds holding IWO

Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
WoodTrust Financial
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
Vaughan & Co Securities
Vaughan & Co Securities Ridgewood, New Jersey $213M AUM 17.09% 1-Year Est. Return

Madden Securities's IWO Position: Q3 2026 in Review

Madden Securities opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q3 2026: 165 shares worth $58.9K. The stake represents 0.02% of the portfolio and ranks #189 among its holdings. This is a return to the name: Madden Securities previously reported a position in IWO as recently as Q4 2022.

Madden Securities first reported a position in IWO in Q4 2022 and has held it in 2 quarters since. 425 funds tracked by Wall St. Rank hold IWO as of Q3 2026.

  • Madden Securities held 165 shares of iShares Russell 2000 Growth ETF worth $58.9K as of Q3 2026.
  • iShares Russell 2000 Growth ETF was a new Madden Securities position in Q3 2026.
  • iShares Russell 2000 Growth ETF made up 0.02% of Madden Securities's portfolio in Q3 2026, its #189 holding.
  • Madden Securities first reported a position in iShares Russell 2000 Growth ETF in Q4 2022 and has held it in 2 quarters since.
  • 425 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2026.

Based on Madden Securities's 13F filing for Q3 2026, filed 27 Oct 2026.