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Northwest & Ethical Investments’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Northwest & Ethical 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 		– Sell
-3,049
Closed -$975K – 545
2026
Q1 		$975K Buy
+3,049
New +$1.01M 0.02% 314

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 22.9% 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

Northwest & Ethical Investments's IWO Position: Q2 2026 in Review

Northwest & Ethical Investments sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2026, closing a stake of 3,049 shares — an estimated $975K sold.

Northwest & Ethical Investments first reported a position in IWO in Q1 2026 and held it in 1 quarter. The position peaked at $975K in Q1 2026. 1,106 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Northwest & Ethical Investments reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Northwest & Ethical Investments sold 3,049 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $975K.
  • Northwest & Ethical Investments first reported a position in iShares Russell 2000 Growth ETF in Q1 2026 and held it in 1 quarter.
  • Northwest & Ethical Investments's iShares Russell 2000 Growth ETF position peaked at $975K in Q1 2026.
  • 1,106 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Northwest & Ethical Investments's 13F filing for Q2 2026, filed 13 Aug 2026.