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Polaris Investment Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Polaris Investment Advisors’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 		$328K Hold
833
– – 0.21% 62
2026
Q1 		$261K Hold
833
– – 0.19% 65
2025
Q4 		$269K Buy
+833
New +$271K 0.19% 62

Other funds holding IWO

B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
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
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return

Polaris Investment Advisors's IWO Position: Q2 2026 in Review

Polaris Investment Advisors held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 833 shares worth $328K. The position accounts for 0.21% of the portfolio, ranked #62.

Polaris Investment Advisors first reported a position in IWO in Q4 2025 and has held it in 3 quarters since. 726 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Polaris Investment Advisors held 833 shares of iShares Russell 2000 Growth ETF worth $328K as of Q2 2026.
  • Polaris Investment Advisors left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Growth ETF made up 0.21% of Polaris Investment Advisors's portfolio in Q2 2026, its #62 holding.
  • Polaris Investment Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 726 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Polaris Investment Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.