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

Opal Wealth Advisors’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
Q3 		$318K Buy
890
+111
+14% +$41.9K 0.07% 149
2026
Q2 		$307K Sell
779
-14
-2% -$5.11K 0.07% 158
2026
Q1 		$249K Sell
793
-445
-36% -$148K 0.06% 175
2025
Q4 		$400K Buy
1,238
+66
+6% +$21.5K 0.1% 119
2025
Q3 		$375K Buy
1,172
+20
+2% +$6.03K 0.1% 119
2025
Q2 		$329K Buy
1,152
+365
+46% +$96.1K 0.09% 122
2025
Q1 		$201K Sell
787
-5,977
-88% -$1.69M 0.06% 175
2024
Q4 		$1.95M Buy
6,764
+264
+4% +$78.1K 0.58% 29
2024
Q3 		$1.85M Sell
6,500
-112
-2% -$30.7K 0.58% 28
2024
Q2 		$1.74M Sell
6,612
-230
-3% -$59.7K 0.56% 27
2024
Q1 		$1.85M Sell
6,842
-245
-3% -$62.6K 0.63% 29
2023
Q4 		$1.79M Buy
+7,087
New +$1.6M 0.7% 25
2023
Q2 		– Sell
-897
Closed -$203K – 150
2023
Q1 		$203K Sell
897
-5,992
-87% -$1.37M 0.12% 109
2022
Q4 		$1.48M Buy
6,889
+3,333
+94% +$730K 0.81% 15
2022
Q3 		$735K Sell
3,556
-4,195
-54% -$944K 0.54% 27
2022
Q2 		$1.6M Buy
+7,751
New +$1.73M 1.06% 12
2022
Q1 		– Sell
-5,827
Closed -$1.71M – 119
2021
Q4 		$1.71M Buy
+5,827
New +$1.76M 1.08% 16

Other funds holding IWO

Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Opal Wealth Advisors's IWO Position: Q3 2026 in Review

Opal Wealth Advisors increased its iShares Russell 2000 Growth ETF (IWO) stake by 14% in Q3 2026, buying an estimated $41.9K and bringing the position to 890 shares worth $318K. The position accounts for 0.07% of the portfolio, ranked #149.

Opal Wealth Advisors first reported a position in IWO in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.95M in Q4 2024. 811 funds tracked by Wall St. Rank hold IWO as of Q3 2026.

  • Opal Wealth Advisors held 890 shares of iShares Russell 2000 Growth ETF worth $318K as of Q3 2026.
  • Opal Wealth Advisors bought 111 iShares Russell 2000 Growth ETF shares in Q3 2026, an estimated $41.9K.
  • iShares Russell 2000 Growth ETF made up 0.07% of Opal Wealth Advisors's portfolio in Q3 2026, its #149 holding.
  • Opal Wealth Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2021 and has held it in 17 quarters since.
  • Opal Wealth Advisors's iShares Russell 2000 Growth ETF position peaked at $1.95M in Q4 2024.
  • 811 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2026.

Based on Opal Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.