Red Door Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Red Door Wealth 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	$201K	Buy	+511	New	+$186K	0.02%	310
2021 Q3	–	Sell	-34	Closed	-$10K	–	387
2021 Q2	$10K	Buy	+34	New	+$10.2K	﹤0.01%	445
2020 Q3	–	Sell	-34	Closed	-$7K	–	257
2020 Q2	$7K	Hold	34	–	–	0.01%	337
2020 Q1	$5K	Buy	+34	New	+$6.75K	﹤0.01%	341

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

Red Door Wealth Management's IWO Position: Q2 2026 in Review

Red Door Wealth Management opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q2 2026: 511 shares worth $201K. The stake represents 0.02% of the portfolio and ranks #310 among its holdings. This is a return to the name: Red Door Wealth Management previously reported a position in IWO as recently as Q2 2021.

Red Door Wealth Management first reported a position in IWO in Q1 2020 and has held it in 4 quarters since. 287 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Red Door Wealth Management held 511 shares of iShares Russell 2000 Growth ETF worth $201K as of Q2 2026.
iShares Russell 2000 Growth ETF was a new Red Door Wealth Management position in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.02% of Red Door Wealth Management's portfolio in Q2 2026, its #310 holding.
Red Door Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q1 2020 and has held it in 4 quarters since.
287 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Red Door Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.