Orgel Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Orgel Wealth Management’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	$526K	Hold	1,334	–	–	0.01%	81
2026 Q1	$419K	Hold	1,334	–	–	0.01%	72
2025 Q4	$431K	Sell	1,334 -7	-0.5%	-$2.28K	0.01%	70
2025 Q3	$429K	Buy	1,341 +61	+5%	+$18.4K	0.01%	67
2025 Q2	$366K	Hold	1,280	–	–	0.01%	70
2025 Q1	$327K	Sell	1,280 -168	-12%	-$47.4K	0.01%	68
2024 Q4	$417K	Hold	1,448	–	–	0.01%	66
2024 Q3	$411K	Sell	1,448 -374	-21%	-$102K	0.01%	64
2024 Q2	$478K	Hold	1,822	–	–	0.01%	57
2024 Q1	$493K	Buy	1,822 +12	+0.7%	+$3.07K	0.01%	54
2023 Q4	$457K	Sell	1,810 -3,029	-63%	-$683K	0.01%	57
2023 Q3	$1.08M	Buy	+4,839	New	+$1.16M	0.04%	40

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

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

LWM Advisors El Dorado Hills, California $134M AUM 22.23% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Orgel Wealth Management's IWO Position: Q2 2026 in Review

Orgel Wealth Management held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 1,334 shares worth $526K. The position accounts for 0.01% of the portfolio, ranked #81.

Orgel Wealth Management first reported a position in IWO in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.08M in Q3 2023. 189 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Orgel Wealth Management held 1,334 shares of iShares Russell 2000 Growth ETF worth $526K as of Q2 2026.
Orgel Wealth Management left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.01% of Orgel Wealth Management's portfolio in Q2 2026, its #81 holding.
Orgel Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q3 2023 and has held it in 12 quarters since.
Orgel Wealth Management's iShares Russell 2000 Growth ETF position peaked at $1.08M in Q3 2023.
189 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Orgel Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.