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Modera Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Modera Wealth Management’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 		$9.71M Buy
24,652
+85
+0.3% +$31K 0.1% 137
2026
Q1 		$7.71M Buy
24,567
+135
+0.6% +$44.9K 0.09% 146
2025
Q4 		$7.89M Sell
24,432
-649
-3% -$211K 0.09% 144
2025
Q3 		$8.03M Sell
25,081
-1,819
-7% -$549K 0.09% 146
2025
Q2 		$7.69M Sell
26,900
-19
-0.1% -$5K 0.1% 144
2025
Q1 		$6.88M Sell
26,919
-611
-2% -$172K 0.09% 146
2024
Q4 		$7.92M Buy
27,530
+1
+0% +$296 0.1% 138
2024
Q3 		$7.82M Sell
27,529
-644
-2% -$176K 0.1% 131
2024
Q2 		$7.4M Sell
28,173
-222
-0.8% -$57.6K 0.11% 129
2024
Q1 		$7.69M Sell
28,395
-600
-2% -$153K 0.12% 127
2023
Q4 		$7.31M Sell
28,995
-457
-2% -$103K 0.12% 124
2023
Q3 		$6.6M Buy
29,452
+296
+1% +$70.8K 0.12% 123
2023
Q2 		$7.07M Buy
29,156
+9,105
+45% +$2.09M 0.13% 124
2023
Q1 		$4.55M Sell
20,051
-1,071
-5% -$245K 0.18% 62
2022
Q4 		$4.53M Sell
21,122
-1,878
-8% -$411K 0.18% 56
2022
Q3 		$4.75M Sell
23,000
-1,547
-6% -$348K 0.24% 53
2022
Q2 		$5.06M Buy
24,547
+690
+3% +$154K 0.24% 55
2022
Q1 		$6.1M Sell
23,857
-290
-1% -$74.2K 0.27% 53
2021
Q4 		$7.08M Buy
24,147
+22,934
+1,891% +$6.91M 0.27% 51
2021
Q3 		$356K Buy
1,213
+7
+0.6% +$2.1K 0.02% 185
2021
Q2 		$376K Hold
1,206
– – 0.02% 166
2021
Q1 		$363K Hold
1,206
– – 0.02% 163
2020
Q4 		$345K Buy
+1,206
New +$307K 0.03% 165

Other funds holding IWO

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
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
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

Modera Wealth Management's IWO Position: Q2 2026 in Review

Modera Wealth Management increased its iShares Russell 2000 Growth ETF (IWO) stake by 0.35% in Q2 2026, buying an estimated $31K and bringing the position to 24,652 shares worth $9.71M. The position accounts for 0.1% of the portfolio, ranked #137.

Modera Wealth Management first reported a position in IWO in Q4 2020 and has held it in 23 quarters since. 726 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Modera Wealth Management held 24,652 shares of iShares Russell 2000 Growth ETF worth $9.71M as of Q2 2026.
  • Modera Wealth Management bought 85 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $31K.
  • iShares Russell 2000 Growth ETF made up 0.1% of Modera Wealth Management's portfolio in Q2 2026, its #137 holding.
  • Modera Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 726 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.