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SACKS & ASSOCIATES, LLC’s iShares Russell 2000 Growth ETF IWO Stock Holding History

SACKS & ASSOCIATES, LLC’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 		$4.24M Buy
11,430
+31
+0.3% +$11.3K 2.86% 12
2026
Q1 		$3.58M Buy
11,399
+2
+0% +$665 2.66% 12
2025
Q4 		$3.68M Buy
+11,397
New +$3.71M 2.7% 12

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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

SACKS & ASSOCIATES, LLC's IWO Position: Q2 2026 in Review

SACKS & ASSOCIATES, LLC increased its iShares Russell 2000 Growth ETF (IWO) stake by 0.27% in Q2 2026, buying an estimated $11.3K and bringing the position to 11,430 shares worth $4.24M. The position accounts for 2.86% of the portfolio, ranked #12.

SACKS & ASSOCIATES, LLC first reported a position in IWO in Q4 2025 and has held it in 3 quarters since. 669 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • SACKS & ASSOCIATES, LLC held 11,430 shares of iShares Russell 2000 Growth ETF worth $4.24M as of Q2 2026.
  • SACKS & ASSOCIATES, LLC bought 31 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $11.3K.
  • iShares Russell 2000 Growth ETF made up 2.86% of SACKS & ASSOCIATES, LLC's portfolio in Q2 2026, its #12 holding.
  • SACKS & ASSOCIATES, LLC first reported a position in iShares Russell 2000 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 669 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on SACKS & ASSOCIATES, LLC's 13F filing for Q2 2026, filed 5 Aug 2026.