Risk Paradigm Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Risk Paradigm Group’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	$2.09M	Sell	5,309 -70	-1%	-$25.5K	1.64%	29
2026 Q1	$1.69M	Buy	5,379 +213	+4%	+$70.9K	1.44%	35
2025 Q4	$1.67M	Buy	+5,166	New	+$1.68M	1.61%	31
2018 Q4	$2.45M	Sell	14,597 -1,438	-9%	-$268K	5.96%	3
2018 Q3	$3.45M	Sell	16,035 -889	-5%	-$190K	6.84%	2
2018 Q2	$3.46M	Buy	16,924 +1,026	+6%	+$205K	6.66%	3
2018 Q1	$3.03M	Buy	15,898 +610	+4%	+$117K	3.85%	4
2017 Q4	$2.85M	Sell	15,288 -252	-2%	-$46K	3.06%	5
2017 Q3	$2.78M	Buy	15,540 +7,066	+83%	+$1.2M	3.39%	4
2017 Q2	$1.43M	Buy	8,474 +5,800	+217%	+$955K	1.68%	15
2017 Q1	$432K	Buy	2,674 +1,822	+214%	+$289K	0.49%	67
2016 Q4	$131K	Sell	852 -2,823	-77%	-$421K	0.14%	113
2016 Q3	$547K	Buy	+3,675	New	+$536K	0.41%	75

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

Risk Paradigm Group's IWO Position: Q2 2026 in Review

Risk Paradigm Group reduced its iShares Russell 2000 Growth ETF (IWO) stake by 1.3% in Q2 2026, selling an estimated $25.5K and leaving 5,309 shares worth $2.09M. The position accounts for 1.64% of the portfolio, ranked #29.

Risk Paradigm Group first reported a position in IWO in Q3 2016 and has held it in 13 quarters since. The position peaked at $3.46M in Q2 2018. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Risk Paradigm Group held 5,309 shares of iShares Russell 2000 Growth ETF worth $2.09M as of Q2 2026.
Risk Paradigm Group sold 70 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $25.5K.
iShares Russell 2000 Growth ETF made up 1.64% of Risk Paradigm Group's portfolio in Q2 2026, its #29 holding.
Risk Paradigm Group first reported a position in iShares Russell 2000 Growth ETF in Q3 2016 and has held it in 13 quarters since.
Risk Paradigm Group's iShares Russell 2000 Growth ETF position peaked at $3.46M in Q2 2018.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Risk Paradigm Group's 13F filing for Q2 2026, filed 5 Aug 2026.