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Nations Financial Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Nations Financial Group’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 		$290K Sell
736
-4,623
-86% -$1.69M 0.01% 652
2026
Q1 		$1.68M Buy
5,359
+207
+4% +$68.9K 0.09% 245
2025
Q4 		$1.66M Sell
5,152
-635
-11% -$207K 0.09% 233
2025
Q3 		$1.85M Buy
5,787
+23
+0.4% +$6.94K 0.12% 203
2025
Q2 		$1.65M Buy
5,764
+193
+3% +$50.8K 0.11% 209
2025
Q1 		$1.42M Buy
5,571
+147
+3% +$41.5K 0.11% 211
2024
Q4 		$1.56M Buy
5,424
+298
+6% +$88.2K 0.11% 205
2024
Q3 		$1.46M Buy
+5,126
New +$1.4M 0.11% 212
2023
Q3 		– Sell
-1,714
Closed -$416K – 628
2023
Q2 		$416K Buy
1,714
+21
+1% +$4.82K 0.04% 422
2023
Q1 		$384K Sell
1,693
-125
-7% -$28.6K 0.04% 425
2022
Q4 		$390K Buy
1,818
+87
+5% +$19.1K 0.04% 410
2022
Q3 		$358K Sell
1,731
-24
-1% -$5.4K 0.05% 366
2022
Q2 		$362K Sell
1,755
-71
-4% -$15.8K 0.05% 367
2022
Q1 		$467K Buy
1,826
+129
+8% +$33K 0.06% 328
2021
Q4 		$497K Buy
1,697
+259
+18% +$78.1K 0.07% 293
2021
Q3 		$422K Sell
1,438
-375
-21% -$113K 0.06% 293
2021
Q2 		$565K Sell
1,813
-324
-15% -$97.5K 0.09% 239
2021
Q1 		$643K Buy
2,137
+1,205
+129% +$374K 0.15% 184
2020
Q4 		$267K Buy
+932
New +$238K 0.07% 274
2018
Q2 		– Sell
-1,138
Closed -$217K – 163
2018
Q1 		$217K Sell
1,138
-1
-0.1% -$192 0.2% 138
2017
Q4 		$213K Buy
1,139
+1
+0.1% +$183 0.2% 138
2017
Q3 		$204K Sell
1,138
-71
-6% -$12.1K 0.2% 138
2017
Q2 		$204K Buy
+1,209
New +$199K 0.17% 164

Other funds holding IWO

CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Nations Financial Group's IWO Position: Q2 2026 in Review

Nations Financial Group reduced its iShares Russell 2000 Growth ETF (IWO) stake by 86% in Q2 2026, selling an estimated $1.69M and leaving 736 shares worth $290K. The position accounts for 0.01% of the portfolio, ranked #652.

Nations Financial Group first reported a position in IWO in Q2 2017 and has held it in 23 quarters since. The position peaked at $1.85M in Q3 2025. 305 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Nations Financial Group held 736 shares of iShares Russell 2000 Growth ETF worth $290K as of Q2 2026.
  • Nations Financial Group sold 4,623 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $1.69M.
  • iShares Russell 2000 Growth ETF made up 0.01% of Nations Financial Group's portfolio in Q2 2026, its #652 holding.
  • Nations Financial Group first reported a position in iShares Russell 2000 Growth ETF in Q2 2017 and has held it in 23 quarters since.
  • Nations Financial Group's iShares Russell 2000 Growth ETF position peaked at $1.85M in Q3 2025.
  • 305 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.