Maloon Powers Pitre Higgins & Dennehy’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Maloon Powers Pitre Higgins & Dennehy’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	$550K	Buy	+1,397	New	+$510K	0.19%	76

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

Maloon Powers Pitre Higgins & Dennehy's IWO Position: Q2 2026 in Review

Maloon Powers Pitre Higgins & Dennehy opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q2 2026: 1,397 shares worth $550K. The stake represents 0.19% of the portfolio and ranks #76 among its holdings.

1,100 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Maloon Powers Pitre Higgins & Dennehy held 1,397 shares of iShares Russell 2000 Growth ETF worth $550K as of Q2 2026.
iShares Russell 2000 Growth ETF was a new Maloon Powers Pitre Higgins & Dennehy position in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.19% of Maloon Powers Pitre Higgins & Dennehy's portfolio in Q2 2026, its #76 holding.
1,100 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Maloon Powers Pitre Higgins & Dennehy's 13F filing for Q2 2026, filed 14 Aug 2026.