RIA
IWO icon

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

Realta 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 		$78.8K Hold
200
– – 0.02% 252
2026
Q1 		$62.8K Hold
200
– – 0.02% 245
2025
Q4 		$64.6K Hold
200
– – 0.02% 239
2025
Q3 		$64K Hold
200
– – 0.02% 228
2025
Q2 		$57.2K Hold
200
– – 0.02% 223
2025
Q1 		$51.1K Sell
200
-40
-17% -$11.3K 0.02% 228
2024
Q4 		$70.7K Hold
240
– – 0.03% 234
2024
Q3 		$69.2K Hold
240
– – 0.03% 227
2024
Q2 		$63K Hold
240
– – 0.01% 510
2024
Q1 		$65K Buy
+240
New +$61.3K 0.01% 526
2023
Q4 		– Sell
-116
Closed -$28.1K – 615
2023
Q3 		$28.1K Sell
116
-40
-26% -$9.57K 0.01% 578
2023
Q2 		$37.9K Buy
+156
New +$35.8K 0.01% 586
2023
Q1 		– Sell
-270
Closed -$57.9K – 628
2022
Q4 		$57.9K Buy
270
+114
+73% +$25K 0.01% 543
2022
Q3 		$32K Buy
+156
New +$35.1K 0.01% 572
2020
Q3 		– Sell
-1,457
Closed -$301K – 348
2020
Q2 		$301K Buy
+1,457
New +$272K 0.1% 249
2020
Q1 		– Sell
-1,422
Closed -$296K – 859
2019
Q4 		$296K Buy
1,422
+706
+99% +$143K 0.08% 268
2019
Q3 		$139K Sell
716
-40
-5% -$7.93K 0.04% 422
2019
Q2 		$151K Sell
756
-786
-51% -$155K 0.04% 392
2019
Q1 		$303K Buy
+1,542
New +$293K 0.14% 200

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
Goldman Sachs
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
Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

Realta Investment Advisors held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 200 shares worth $78.8K. The position accounts for 0.02% of the portfolio, ranked #252.

Realta Investment Advisors first reported a position in IWO in Q1 2019 and has held it in 19 quarters since. The position peaked at $303K in Q1 2019. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Realta Investment Advisors held 200 shares of iShares Russell 2000 Growth ETF worth $78.8K as of Q2 2026.
  • Realta Investment Advisors left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Growth ETF made up 0.02% of Realta Investment Advisors's portfolio in Q2 2026, its #252 holding.
  • Realta Investment Advisors first reported a position in iShares Russell 2000 Growth ETF in Q1 2019 and has held it in 19 quarters since.
  • Realta Investment Advisors's iShares Russell 2000 Growth ETF position peaked at $303K in Q1 2019.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.