Retirement Wealth Solutions’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Retirement Wealth Solutions’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	$45.3K	Hold	115	–	–	0.03%	104
2026 Q1	$36.1K	Hold	115	–	–	0.02%	104
2025 Q4	$37.1K	Hold	115	–	–	0.02%	111
2025 Q3	$36.8K	Buy	+115	New	+$34.7K	0.02%	112
2025 Q1	–	Sell	-1	Closed	-$285	–	447
2024 Q4	$285	Buy	+1	New	+$296	﹤0.01%	388

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

Retirement Wealth Solutions's IWO Position: Q2 2026 in Review

Retirement Wealth Solutions held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 115 shares worth $45.3K. The position accounts for 0.03% of the portfolio, ranked #104.

Retirement Wealth Solutions first reported a position in IWO in Q4 2024 and has held it in 5 quarters since. 1,105 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Retirement Wealth Solutions held 115 shares of iShares Russell 2000 Growth ETF worth $45.3K as of Q2 2026.
Retirement Wealth Solutions left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.03% of Retirement Wealth Solutions's portfolio in Q2 2026, its #104 holding.
Retirement Wealth Solutions first reported a position in iShares Russell 2000 Growth ETF in Q4 2024 and has held it in 5 quarters since.
1,105 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.