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PFG Investments’s iShares Russell 2000 Growth ETF IWO Stock Holding History

PFG Investments’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 		$212K Buy
+538
New +$196K 0.01% 1146
2024
Q2 		– Sell
-1,550
Closed -$420K – 1020
2024
Q1 		$420K Buy
+1,550
New +$396K 0.03% 600

Other funds holding IWO

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
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
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

PFG Investments's IWO Position: Q2 2026 in Review

PFG Investments opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q2 2026: 538 shares worth $212K. The stake represents 0.01% of the portfolio and ranks #1146 among its holdings. This is a return to the name: PFG Investments previously reported a position in IWO as recently as Q1 2024.

PFG Investments first reported a position in IWO in Q1 2024 and has held it in 2 quarters since. The position peaked at $420K in Q1 2024. 342 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • PFG Investments held 538 shares of iShares Russell 2000 Growth ETF worth $212K as of Q2 2026.
  • iShares Russell 2000 Growth ETF was a new PFG Investments position in Q2 2026.
  • iShares Russell 2000 Growth ETF made up 0.01% of PFG Investments's portfolio in Q2 2026, its #1146 holding.
  • PFG Investments first reported a position in iShares Russell 2000 Growth ETF in Q1 2024 and has held it in 2 quarters since.
  • PFG Investments's iShares Russell 2000 Growth ETF position peaked at $420K in Q1 2024.
  • 342 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.