MWM
IWO icon

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

Modern 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 		$9.9M Buy
+25,117
New +$9.16M 0.12% 185
2025
Q3 		– Sell
-812
Closed -$232K – 819
2025
Q2 		$232K Buy
+812
New +$214K 0.01% 692

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

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

Modern Wealth Management opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q2 2026: 25,117 shares worth $9.9M. The stake represents 0.12% of the portfolio and ranks #185 among its holdings. This is a return to the name: Modern Wealth Management previously reported a position in IWO as recently as Q2 2025.

Modern Wealth Management first reported a position in IWO in Q2 2025 and has held it in 2 quarters since. 1,105 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Modern Wealth Management held 25,117 shares of iShares Russell 2000 Growth ETF worth $9.9M as of Q2 2026.
  • iShares Russell 2000 Growth ETF was a new Modern Wealth Management position in Q2 2026.
  • iShares Russell 2000 Growth ETF made up 0.12% of Modern Wealth Management's portfolio in Q2 2026, its #185 holding.
  • Modern Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q2 2025 and has held it in 2 quarters since.
  • 1,105 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.