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NBC Securities’s iShares Russell 2000 Growth ETF IWO Stock Holding History

NBC Securities’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 		$1.34M Sell
3,408
-171
-5% -$62.4K 0.09% 240
2026
Q1 		$1.12M Buy
3,579
+69
+2% +$23K 0.08% 255
2025
Q4 		$1.13M Buy
3,510
+34
+1% +$11.1K 0.09% 250
2025
Q3 		$1.11M Buy
3,476
+75
+2% +$22.6K 0.09% 258
2025
Q2 		$972K Buy
3,401
+152
+5% +$40K 0.08% 284
2025
Q1 		$830K Buy
3,249
+3,246
+108,200% +$916K 0.07% 289
2024
Q4 		$928 Sell
3
-3,274
-100% -$969K 0.08% 254
2024
Q3 		$930K Buy
3,277
+260
+9% +$71.2K 0.08% 270
2024
Q2 		$792K Buy
3,017
+25
+0.8% +$6.49K 0.07% 288
2024
Q1 		$811K Buy
2,992
+141
+5% +$36K 0.08% 297
2023
Q4 		$719K Sell
2,851
-44
-2% -$9.92K 0.07% 291
2023
Q3 		$648K Buy
+2,895
New +$693K 0.07% 296

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

NBC Securities's IWO Position: Q2 2026 in Review

NBC Securities reduced its iShares Russell 2000 Growth ETF (IWO) stake by 4.8% in Q2 2026, selling an estimated $62.4K and leaving 3,408 shares worth $1.34M. The position accounts for 0.09% of the portfolio, ranked #240.

NBC Securities first reported a position in IWO in Q3 2023 and has held it in 12 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • NBC Securities held 3,408 shares of iShares Russell 2000 Growth ETF worth $1.34M as of Q2 2026.
  • NBC Securities sold 171 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $62.4K.
  • iShares Russell 2000 Growth ETF made up 0.09% of NBC Securities's portfolio in Q2 2026, its #240 holding.
  • NBC Securities first reported a position in iShares Russell 2000 Growth ETF in Q3 2023 and has held it in 12 quarters since.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.