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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
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

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Opal Wealth Advisors's IWO Position: Q2 2026 in Review

Opal Wealth Advisors reduced its iShares Russell 2000 Growth ETF (IWO) stake by 1.8% in Q2 2026, selling an estimated $5.11K and leaving 779 shares worth $307K. The position accounts for 0.07% of the portfolio, ranked #158.

Opal Wealth Advisors first reported a position in IWO in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.95M in Q4 2024. 512 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Opal Wealth Advisors held 779 shares of iShares Russell 2000 Growth ETF worth $307K as of Q2 2026.
  • Opal Wealth Advisors sold 14 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $5.11K.
  • iShares Russell 2000 Growth ETF made up 0.07% of Opal Wealth Advisors's portfolio in Q2 2026, its #158 holding.
  • Opal Wealth Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2021 and has held it in 16 quarters since.
  • Opal Wealth Advisors's iShares Russell 2000 Growth ETF position peaked at $1.95M in Q4 2024.
  • 512 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.