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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

CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
CC
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
OE
OFS Enterprise Kearney, Nebraska $392M AUM
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return
LA
LWM Advisors El Dorado Hills, California $134M AUM 22.23% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 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. 189 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.
  • 189 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.