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Pettyjohn Wood & White’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Pettyjohn Wood & White’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
Q1 		$866K Hold
2,760
– – 0.14% 103
2025
Q4 		$892K Hold
2,760
– – 0.14% 99
2025
Q3 		$883K Hold
2,760
– – 0.15% 97
2025
Q2 		$789K Hold
2,760
– – 0.14% 102
2025
Q1 		$705K Hold
2,760
– – 0.14% 104
2024
Q4 		$794K Hold
2,760
– – 0.15% 96
2024
Q3 		$784K Sell
2,760
-381
-12% -$104K 0.14% 94
2024
Q2 		$825K Buy
+3,141
New +$815K 0.16% 87

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

Pettyjohn Wood & White's IWO Position: Q1 2026 in Review

Pettyjohn Wood & White held its iShares Russell 2000 Growth ETF (IWO) position steady in Q1 2026 at 2,760 shares worth $866K. The position accounts for 0.14% of the portfolio, ranked #103.

Pettyjohn Wood & White first reported a position in IWO in Q2 2024 and has held it in 8 quarters since. The position peaked at $892K in Q4 2025. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Pettyjohn Wood & White held 2,760 shares of iShares Russell 2000 Growth ETF worth $866K as of Q1 2026.
  • Pettyjohn Wood & White left its iShares Russell 2000 Growth ETF share count unchanged in Q1 2026.
  • iShares Russell 2000 Growth ETF made up 0.14% of Pettyjohn Wood & White's portfolio in Q1 2026, its #103 holding.
  • Pettyjohn Wood & White first reported a position in iShares Russell 2000 Growth ETF in Q2 2024 and has held it in 8 quarters since.
  • Pettyjohn Wood & White's iShares Russell 2000 Growth ETF position peaked at $892K in Q4 2025.
  • 1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Pettyjohn Wood & White's 13F filing for Q1 2026, filed 15 May 2026.