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

Magnus Financial Group’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	$218K	Sell	555 -500	-47%	-$182K	0.02%	370
2026 Q1	$331K	Buy	1,055 +19	+2%	+$6.32K	0.03%	282
2025 Q4	$335K	Buy	1,036 +334	+48%	+$109K	0.03%	317
2025 Q3	$225K	Hold	702	–	–	0.02%	372
2025 Q2	$201K	Sell	702 -93	-12%	-$24.5K	0.02%	366
2025 Q1	$203K	Sell	795 -127	-14%	-$35.8K	0.02%	348
2024 Q4	$266K	Sell	922 -8	-0.9%	-$2.37K	0.03%	293
2024 Q3	$264K	Buy	+930	New	+$255K	0.03%	285
2024 Q2	–	Sell	-770	Closed	-$209K	–	323
2024 Q1	$209K	Buy	+770	New	+$197K	0.02%	303

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

Magnus Financial Group's IWO Position: Q2 2026 in Review

Magnus Financial Group reduced its iShares Russell 2000 Growth ETF (IWO) stake by 47% in Q2 2026, selling an estimated $182K and leaving 555 shares worth $218K. The position accounts for 0.02% of the portfolio, ranked #370.

Magnus Financial Group first reported a position in IWO in Q1 2024 and has held it in 9 quarters since. The position peaked at $335K in Q4 2025. 1,106 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Magnus Financial Group held 555 shares of iShares Russell 2000 Growth ETF worth $218K as of Q2 2026.
Magnus Financial Group sold 500 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $182K.
iShares Russell 2000 Growth ETF made up 0.02% of Magnus Financial Group's portfolio in Q2 2026, its #370 holding.
Magnus Financial Group first reported a position in iShares Russell 2000 Growth ETF in Q1 2024 and has held it in 9 quarters since.
Magnus Financial Group's iShares Russell 2000 Growth ETF position peaked at $335K in Q4 2025.
1,106 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.