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

Operose 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	$1.97K	Sell	5 -306	-98%	-$112K	﹤0.01%	463
2026 Q1	$97.6K	Hold	311	–	–	0.02%	224
2025 Q4	$100K	Buy	311 +307	+7,675%	+$99.9K	0.02%	214
2025 Q3	$1.28K	Hold	4	–	–	﹤0.01%	419
2025 Q2	$1.14K	Hold	4	–	–	﹤0.01%	388
2025 Q1	$1.02K	Hold	4	–	–	﹤0.01%	366
2024 Q4	$1.15K	Hold	4	–	–	﹤0.01%	406
2024 Q3	$1.14K	Hold	4	–	–	﹤0.01%	585
2024 Q2	$1.05K	Hold	4	–	–	﹤0.01%	557
2024 Q1	$1.08K	Buy	+4	New	+$1.02K	﹤0.01%	613
2022 Q1	–	Sell	-80	Closed	-$23K	–	331
2021 Q4	$23K	Buy	+80	New	+$24.1K	0.02%	195

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Operose Advisors's IWO Position: Q2 2026 in Review

Operose Advisors reduced its iShares Russell 2000 Growth ETF (IWO) stake by 98% in Q2 2026, selling an estimated $112K and leaving 5 shares worth $1.97K. The position accounts for ﹤0.01% of the portfolio, ranked #463.

Operose Advisors first reported a position in IWO in Q4 2021 and has held it in 11 quarters since. The position peaked at $100K in Q4 2025. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Operose Advisors held 5 shares of iShares Russell 2000 Growth ETF worth $1.97K as of Q2 2026.
Operose Advisors sold 306 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $112K.
iShares Russell 2000 Growth ETF made up ﹤0.01% of Operose Advisors's portfolio in Q2 2026, its #463 holding.
Operose Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2021 and has held it in 11 quarters since.
Operose Advisors's iShares Russell 2000 Growth ETF position peaked at $100K in Q4 2025.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.