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

Naviter 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	$1.8M	Hold	4,560	–	–	0.16%	131
2026 Q1	$1.43M	Hold	4,560	–	–	0.18%	127
2025 Q4	$1.47M	Hold	4,560	–	–	0.19%	131
2025 Q3	$1.46M	Hold	4,560	–	–	0.17%	139
2025 Q2	$1.3M	Hold	4,560	–	–	0.16%	145
2025 Q1	$1.17M	Hold	4,560	–	–	0.14%	159
2024 Q4	$1.31M	Buy	+4,560	New	+$1.35M	0.16%	148

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

Naviter Wealth's IWO Position: Q2 2026 in Review

Naviter Wealth held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 4,560 shares worth $1.8M. The position accounts for 0.16% of the portfolio, ranked #131.

Naviter Wealth first reported a position in IWO in Q4 2024 and has held it in 7 quarters since. 1,106 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Naviter Wealth held 4,560 shares of iShares Russell 2000 Growth ETF worth $1.8M as of Q2 2026.
Naviter Wealth left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.16% of Naviter Wealth's portfolio in Q2 2026, its #131 holding.
Naviter Wealth first reported a position in iShares Russell 2000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,106 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.