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Mitchell McLeod Pugh & Williams’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Mitchell McLeod Pugh & Williams’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 		$420K Hold
1,067
– – 0.05% 230
2026
Q1 		$335K Hold
1,067
– – 0.05% 233
2025
Q4 		$362K Hold
1,067
– – 0.05% 228
2025
Q3 		$354K Hold
1,067
– – 0.06% 216
2025
Q2 		$305K Hold
1,067
– – 0.06% 223
2025
Q1 		$273K Hold
1,067
– – 0.06% 230
2024
Q4 		$307K Hold
1,067
– – 0.06% 210
2024
Q3 		$303K Sell
1,067
-111
-9% -$30.4K 0.06% 219
2024
Q2 		$309K Buy
1,178
+111
+10% +$28.8K 0.07% 207
2024
Q1 		$289K Sell
1,067
-6
-0.6% -$1.53K 0.07% 213
2023
Q4 		$271K Hold
1,073
– – 0.07% 212
2023
Q3 		$241K Buy
1,073
+17
+2% +$4.07K 0.07% 216
2023
Q2 		$256K Sell
1,056
-114
-10% -$26.1K 0.07% 215
2023
Q1 		$265K Sell
1,170
-29
-2% -$6.63K 0.08% 207
2022
Q4 		$257K Buy
1,199
+111
+10% +$24.3K 0.09% 209
2022
Q3 		$225K Buy
1,088
+38
+4% +$8.55K 0.09% 206
2022
Q2 		$217K Hold
1,050
– – 0.08% 203
2022
Q1 		$269K Hold
1,050
– – 0.09% 196
2021
Q4 		$308K Hold
1,050
– – 0.1% 184
2021
Q3 		$308K Hold
1,050
– – 0.11% 178
2021
Q2 		$327K Hold
1,050
– – 0.13% 173
2021
Q1 		$316K Hold
1,050
– – 0.13% 170
2020
Q4 		$301K Hold
1,050
– – 0.14% 166
2020
Q3 		$233K Hold
1,050
– – 0.12% 176
2020
Q2 		$217K Buy
+1,050
New +$196K 0.12% 173

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
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

Mitchell McLeod Pugh & Williams's IWO Position: Q2 2026 in Review

Mitchell McLeod Pugh & Williams held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 1,067 shares worth $420K. The position accounts for 0.05% of the portfolio, ranked #230.

Mitchell McLeod Pugh & Williams first reported a position in IWO in Q2 2020 and has held it in 25 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Mitchell McLeod Pugh & Williams held 1,067 shares of iShares Russell 2000 Growth ETF worth $420K as of Q2 2026.
  • Mitchell McLeod Pugh & Williams left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Growth ETF made up 0.05% of Mitchell McLeod Pugh & Williams's portfolio in Q2 2026, its #230 holding.
  • Mitchell McLeod Pugh & Williams first reported a position in iShares Russell 2000 Growth ETF in Q2 2020 and has held it in 25 quarters since.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Mitchell McLeod Pugh & Williams's 13F filing for Q2 2026, filed 11 Aug 2026.