NOI
IWO icon

Newton One Investments’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Newton One Investments’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 		$874K Sell
2,219
-83
-4% -$30.3K 0.22% 23
2026
Q1 		$722K Sell
2,302
-78
-3% -$25.9K 0.2% 23
2025
Q4 		$769K Sell
2,380
-88
-4% -$28.6K 0.23% 22
2025
Q3 		$790K Sell
2,468
-17
-0.7% -$5.13K 0.23% 22
2025
Q2 		$710K Buy
2,485
+3
+0.1% +$790 0.22% 22
2025
Q1 		$634K Buy
2,482
+67
+3% +$18.9K 0.23% 22
2024
Q4 		$695K Buy
2,415
+40
+2% +$11.8K 0.27% 22
2024
Q3 		$675K Sell
2,375
-62
-3% -$17K 0.27% 22
2024
Q2 		$640K Buy
2,437
+57
+2% +$14.8K 0.28% 23
2024
Q1 		$644K Sell
2,380
-44
-2% -$11.2K 0.28% 23
2023
Q4 		$611K Buy
2,424
+201
+9% +$45.3K 0.28% 23
2023
Q3 		$498K Sell
2,223
-36
-2% -$8.62K 0.3% 25
2023
Q2 		$548K Buy
2,259
+4
+0.2% +$917 0.31% 25
2023
Q1 		$512K Sell
2,255
-46
-2% -$10.5K 0.31% 25
2022
Q4 		$494K Hold
2,301
– – 0.32% 25
2022
Q3 		$475K Hold
2,301
– – 0.34% 24
2022
Q2 		$475K Sell
2,301
-15
-0.6% -$3.35K 0.35% 23
2022
Q1 		$592K Sell
2,316
-35
-1% -$8.96K 0.43% 22
2021
Q4 		$689K Buy
2,351
+5
+0.2% +$1.51K 0.49% 20
2021
Q3 		$689K Buy
2,346
+3
+0.1% +$901 0.51% 20
2021
Q2 		$730K Buy
2,343
+3
+0.1% +$903 0.58% 18
2021
Q1 		$704K Sell
2,340
-170
-7% -$52.8K 0.63% 18
2020
Q4 		$720K Buy
+2,510
New +$640K 0.71% 18

Other funds holding IWO

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
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

Newton One Investments's IWO Position: Q2 2026 in Review

Newton One Investments reduced its iShares Russell 2000 Growth ETF (IWO) stake by 3.6% in Q2 2026, selling an estimated $30.3K and leaving 2,219 shares worth $874K. The position accounts for 0.22% of the portfolio, ranked #23.

Newton One Investments first reported a position in IWO in Q4 2020 and has held it in 23 quarters since. 342 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Newton One Investments held 2,219 shares of iShares Russell 2000 Growth ETF worth $874K as of Q2 2026.
  • Newton One Investments sold 83 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $30.3K.
  • iShares Russell 2000 Growth ETF made up 0.22% of Newton One Investments's portfolio in Q2 2026, its #23 holding.
  • Newton One Investments first reported a position in iShares Russell 2000 Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 342 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Newton One Investments's 13F filing for Q2 2026, filed 22 Jul 2026.