R.M. Davis Inc’s iShares Russell 2000 Growth ETF IWO Stock Holding History

R.M. Davis Inc’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	$345K	Sell	875 -55	-6%	-$20.1K	0.01%	236
2026 Q1	$292K	Buy	930 +284	+44%	+$94.5K	0.01%	241
2025 Q4	$209K	Buy	+646	New	+$210K	﹤0.01%	271

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

R.M. Davis Inc's IWO Position: Q2 2026 in Review

R.M. Davis Inc reduced its iShares Russell 2000 Growth ETF (IWO) stake by 5.9% in Q2 2026, selling an estimated $20.1K and leaving 875 shares worth $345K. The position accounts for 0.01% of the portfolio, ranked #236.

R.M. Davis Inc first reported a position in IWO in Q4 2025 and has held it in 3 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

R.M. Davis Inc held 875 shares of iShares Russell 2000 Growth ETF worth $345K as of Q2 2026.
R.M. Davis Inc sold 55 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $20.1K.
iShares Russell 2000 Growth ETF made up 0.01% of R.M. Davis Inc's portfolio in Q2 2026, its #236 holding.
R.M. Davis Inc first reported a position in iShares Russell 2000 Growth ETF in Q4 2025 and has held it in 3 quarters since.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on R.M. Davis Inc's 13F filing for Q2 2026, filed 14 Aug 2026.