Rik Saylor Financial’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Rik Saylor Financial’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	$207K	Buy	+525	New	+$192K	0.14%	85

Other funds holding IWO

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

BPWM

Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Rik Saylor Financial's IWO Position: Q2 2026 in Review

Rik Saylor Financial opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q2 2026: 525 shares worth $207K. The stake represents 0.14% of the portfolio and ranks #85 among its holdings.

619 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Rik Saylor Financial held 525 shares of iShares Russell 2000 Growth ETF worth $207K as of Q2 2026.
iShares Russell 2000 Growth ETF was a new Rik Saylor Financial position in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.14% of Rik Saylor Financial's portfolio in Q2 2026, its #85 holding.
619 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Rik Saylor Financial's 13F filing for Q2 2026, filed 5 Aug 2026.