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Moneywise Inc’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Moneywise Inc’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 		– Sell
-16,363
Closed -$5.13M – 89
2026
Q1 		$5.13M Sell
16,363
-5,182
-24% -$1.72M 2.24% 16
2025
Q4 		$6.96M Buy
+21,545
New +$7.01M 2.89% 10

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

Moneywise Inc's IWO Position: Q2 2026 in Review

Moneywise Inc sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2026, closing a stake of 16,363 shares — an estimated $5.13M sold.

Moneywise Inc first reported a position in IWO in Q4 2025 and held it in 2 quarters. The position peaked at $6.96M in Q4 2025. 1,105 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Moneywise Inc reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Moneywise Inc sold 16,363 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $5.13M.
  • Moneywise Inc first reported a position in iShares Russell 2000 Growth ETF in Q4 2025 and held it in 2 quarters.
  • Moneywise Inc's iShares Russell 2000 Growth ETF position peaked at $6.96M in Q4 2025.
  • 1,105 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Moneywise Inc's 13F filing for Q2 2026, filed 21 Jul 2026.