Paladin Advisory Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Paladin Advisory 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	$496K	Hold	1,259	–	–	0.33%	54
2026 Q1	$395K	Hold	1,259	–	–	0.3%	53
2025 Q4	$407K	Hold	1,259	–	–	0.3%	55
2025 Q3	$403K	Hold	1,259	–	–	0.31%	50
2025 Q2	$360K	Hold	1,259	–	–	0.27%	60
2025 Q1	$322K	Hold	1,259	–	–	0.26%	64
2024 Q4	$362K	Hold	1,259	–	–	0.28%	63
2024 Q3	$358K	Hold	1,259	–	–	0.26%	64
2024 Q2	$328K	Hold	1,259	–	–	0.26%	65
2024 Q1	$338K	Hold	1,259	–	–	0.27%	62
2023 Q4	$318K	Hold	1,259	–	–	0.26%	62
2023 Q3	$282K	Hold	1,259	–	–	0.24%	71
2023 Q2	$306K	Hold	1,259	–	–	0.25%	67
2023 Q1	$286K	Buy	+1,259	New	+$288K	0.24%	72
2022 Q2	–	Sell	-1,344	Closed	-$300K	–	394
2022 Q1	$347K	Buy	+1,344	New	+$344K	0.28%	64

Other funds holding IWO

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return

Paladin Advisory Group's IWO Position: Q2 2026 in Review

Paladin Advisory Group held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 1,259 shares worth $496K. The position accounts for 0.33% of the portfolio, ranked #54.

Paladin Advisory Group first reported a position in IWO in Q1 2022 and has held it in 15 quarters since. 484 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Paladin Advisory Group held 1,259 shares of iShares Russell 2000 Growth ETF worth $496K as of Q2 2026.
Paladin Advisory Group left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.33% of Paladin Advisory Group's portfolio in Q2 2026, its #54 holding.
Paladin Advisory Group first reported a position in iShares Russell 2000 Growth ETF in Q1 2022 and has held it in 15 quarters since.
484 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.