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 Q2	$1.09M	Hold	2,760	–	–	0.16%	95
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 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

Pettyjohn Wood & White's IWO Position: Q2 2026 in Review

Pettyjohn Wood & White held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 2,760 shares worth $1.09M. The position accounts for 0.16% of the portfolio, ranked #95.

Pettyjohn Wood & White first reported a position in IWO in Q2 2024 and has held it in 9 quarters since. 1,105 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Pettyjohn Wood & White held 2,760 shares of iShares Russell 2000 Growth ETF worth $1.09M as of Q2 2026.
Pettyjohn Wood & White left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.16% of Pettyjohn Wood & White's portfolio in Q2 2026, its #95 holding.
Pettyjohn Wood & White first reported a position in iShares Russell 2000 Growth ETF in Q2 2024 and has held it in 9 quarters since.
1,105 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Pettyjohn Wood & White's 13F filing for Q2 2026, filed 12 Aug 2026.