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Miller Global Investments’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Miller Global Investments’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 		$197K Hold
500
– – 0.16% 145
2026
Q1 		$157K Hold
500
– – 0.14% 140
2025
Q4 		$162K Buy
+500
New +$163K 0.15% 139

Other funds holding IWO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Miller Global Investments's IWO Position: Q2 2026 in Review

Miller Global Investments held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 500 shares worth $197K. The position accounts for 0.16% of the portfolio, ranked #145.

Miller Global Investments first reported a position in IWO in Q4 2025 and has held it in 3 quarters since. 621 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Miller Global Investments held 500 shares of iShares Russell 2000 Growth ETF worth $197K as of Q2 2026.
  • Miller Global Investments left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Growth ETF made up 0.16% of Miller Global Investments's portfolio in Q2 2026, its #145 holding.
  • Miller Global Investments first reported a position in iShares Russell 2000 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 621 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Miller Global Investments's 13F filing for Q2 2026, filed 1 Jul 2026.