Morris Financial Concepts’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Morris Financial Concepts’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	$771K	Sell	1,956 -1	-0.1%	-$365	0.24%	58
2026 Q1	$614K	Hold	1,957	–	–	0.21%	62
2025 Q4	$632K	Hold	1,957	–	–	0.22%	62
2025 Q3	$626K	Hold	1,957	–	–	0.23%	61
2025 Q2	$559K	Hold	1,957	–	–	0.22%	63
2025 Q1	$500K	Hold	1,957	–	–	0.21%	69
2024 Q4	$563K	Hold	1,957	–	–	0.24%	58
2024 Q3	$556K	Hold	1,957	–	–	0.24%	59
2024 Q2	$514K	Hold	1,957	–	–	0.25%	55
2024 Q1	$530K	Hold	1,957	–	–	0.27%	53
2023 Q4	$494K	Hold	1,957	–	–	0.28%	47
2023 Q3	$439K	Hold	1,957	–	–	0.29%	50
2023 Q2	$475K	Hold	1,957	–	–	0.31%	47
2023 Q1	$444K	Hold	1,957	–	–	0.31%	47
2022 Q4	$420K	Buy	1,957 +3	+0.2%	+$657	0.34%	51
2022 Q3	$404K	Hold	1,954	–	–	0.42%	38
2022 Q2	$403K	Hold	1,954	–	–	0.38%	42
2022 Q1	$500K	Hold	1,954	–	–	0.42%	37
2021 Q4	$573K	Buy	+1,954	New	+$589K	0.48%	32

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Morris Financial Concepts's IWO Position: Q2 2026 in Review

Morris Financial Concepts reduced its iShares Russell 2000 Growth ETF (IWO) stake by 0.05% in Q2 2026, selling an estimated $365 and leaving 1,956 shares worth $771K. The position accounts for 0.24% of the portfolio, ranked #58.

Morris Financial Concepts first reported a position in IWO in Q4 2021 and has held it in 19 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Morris Financial Concepts held 1,956 shares of iShares Russell 2000 Growth ETF worth $771K as of Q2 2026.
Morris Financial Concepts sold 1 iShares Russell 2000 Growth ETF share in Q2 2026, an estimated $365.
iShares Russell 2000 Growth ETF made up 0.24% of Morris Financial Concepts's portfolio in Q2 2026, its #58 holding.
Morris Financial Concepts first reported a position in iShares Russell 2000 Growth ETF in Q4 2021 and has held it in 19 quarters since.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.