O'Connor Financial Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History

O'Connor 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	$205K	Buy	+521	New	+$190K	0.07%	65
2025 Q1	–	Sell	-1,421	Closed	-$409K	–	57
2024 Q4	$409K	Hold	1,421	–	–	0.21%	37
2024 Q3	$404K	Hold	1,421	–	–	0.21%	37
2024 Q2	$373K	Sell	1,421 -2	-0.1%	-$519	0.22%	35
2024 Q1	$385K	Sell	1,423 -7	-0.5%	-$1.79K	0.23%	33
2023 Q4	$361K	Hold	1,430	–	–	0.22%	45
2023 Q3	$321K	Buy	1,430 +13	+0.9%	+$3.11K	0.22%	45
2023 Q2	$344K	Buy	1,417 +277	+24%	+$63.5K	0.24%	43
2023 Q1	$259K	Buy	+1,140	New	+$261K	0.19%	49

Other funds holding IWO

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

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

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

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

OFS Enterprise Kearney, Nebraska $392M AUM

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

O'Connor Financial Group's IWO Position: Q2 2026 in Review

O'Connor Financial Group opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q2 2026: 521 shares worth $205K. The stake represents 0.07% of the portfolio and ranks #65 among its holdings. This is a return to the name: O'Connor Financial Group previously reported a position in IWO as recently as Q4 2024.

O'Connor Financial Group first reported a position in IWO in Q1 2023 and has held it in 9 quarters since. The position peaked at $409K in Q4 2024. 221 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

O'Connor Financial Group held 521 shares of iShares Russell 2000 Growth ETF worth $205K as of Q2 2026.
iShares Russell 2000 Growth ETF was a new O'Connor Financial Group position in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.07% of O'Connor Financial Group's portfolio in Q2 2026, its #65 holding.
O'Connor Financial Group first reported a position in iShares Russell 2000 Growth ETF in Q1 2023 and has held it in 9 quarters since.
O'Connor Financial Group's iShares Russell 2000 Growth ETF position peaked at $409K in Q4 2024.
221 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on O'Connor Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.