Raleigh Capital Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Raleigh Capital Management’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	–	Hold	0	–	–	–	541
2026 Q1	–	Hold	0	–	–	–	715
2025 Q4	–	Hold	0	–	–	–	522
2025 Q3	–	Sell	-14	Closed	-$4.22K	–	486
2025 Q2	$4.01K	Hold	14	–	–	﹤0.01%	384
2025 Q1	$3.58K	Sell	14 -13	-48%	-$3.67K	﹤0.01%	384
2024 Q4	$7.84K	Buy	+27	New	+$7.99K	﹤0.01%	642
2024 Q1	–	Sell	-22	Closed	-$5.55K	–	1077
2023 Q4	$5.55K	Buy	+22	New	+$4.96K	﹤0.01%	719
2023 Q1	–	Sell	-188	Closed	-$40.4K	–	870
2022 Q4	$40.4K	Hold	188	–	–	0.02%	252
2022 Q3	$39K	Buy	188 +1	+0.5%	+$225	0.02%	247
2022 Q2	$39K	Hold	187	–	–	0.02%	260
2022 Q1	$48K	Buy	+187	New	+$47.9K	0.03%	250

Other funds holding IWO

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

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 Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Raleigh Capital Management's IWO Position: Q2 2026 in Review

Raleigh Capital Management held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 0 shares worth $27. The position accounts for ﹤0.01% of the portfolio, ranked #541.

Raleigh Capital Management first reported a position in IWO in Q1 2022 and has held it in 8 quarters since. The position peaked at $48K in Q1 2022. 290 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Raleigh Capital Management held 0 shares of iShares Russell 2000 Growth ETF worth $27 as of Q2 2026.
Raleigh Capital Management left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up ﹤0.01% of Raleigh Capital Management's portfolio in Q2 2026, its #541 holding.
Raleigh Capital Management first reported a position in iShares Russell 2000 Growth ETF in Q1 2022 and has held it in 8 quarters since.
Raleigh Capital Management's iShares Russell 2000 Growth ETF position peaked at $48K in Q1 2022.
290 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Raleigh Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.