Morton Brown Family Wealth’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Morton Brown Family Wealth’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	$394	Hold	1	–	–	﹤0.01%	399
2026 Q1	$314	Hold	1	–	–	﹤0.01%	282
2025 Q4	$323	Hold	1	–	–	﹤0.01%	285
2025 Q3	$320	Hold	1	–	–	﹤0.01%	258
2025 Q2	$286	Hold	1	–	–	﹤0.01%	299
2025 Q1	$256	Hold	1	–	–	﹤0.01%	304
2024 Q4	$288	Hold	1	–	–	﹤0.01%	267
2024 Q3	$284	Buy	+1	New	+$274	﹤0.01%	259
2022 Q4	–	Sell	-9	Closed	-$2K	–	193
2022 Q3	$2K	Hold	9	–	–	﹤0.01%	173
2022 Q2	$2K	Buy	+9	New	+$2.01K	﹤0.01%	198

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

Morton Brown Family Wealth's IWO Position: Q2 2026 in Review

Morton Brown Family Wealth held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 1 share worth $394. The position accounts for ﹤0.01% of the portfolio, ranked #399.

Morton Brown Family Wealth first reported a position in IWO in Q2 2022 and has held it in 10 quarters since. The position peaked at $2K in Q3 2022. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Morton Brown Family Wealth held 1 share of iShares Russell 2000 Growth ETF worth $394 as of Q2 2026.
Morton Brown Family Wealth left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #399 holding.
Morton Brown Family Wealth first reported a position in iShares Russell 2000 Growth ETF in Q2 2022 and has held it in 10 quarters since.
Morton Brown Family Wealth's iShares Russell 2000 Growth ETF position peaked at $2K in Q3 2022.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.