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

Ritholtz 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 		$810K Buy
2,057
+665
+48% +$243K 0.01% 687
2026
Q1 		$437K Buy
1,392
+174
+14% +$57.9K 0.01% 834
2025
Q4 		$393K Hold
1,218
– – 0.01% 801
2025
Q3 		$390K Hold
1,218
– – 0.01% 753
2025
Q2 		$348K Buy
+1,218
New +$321K 0.01% 751
2024
Q2 		– Sell
-829
Closed -$224K – 847
2024
Q1 		$224K Buy
+829
New +$212K 0.01% 718
2022
Q3 		– Sell
-1,267
Closed -$261K – 731
2022
Q2 		$261K Sell
1,267
-51
-4% -$11.4K 0.02% 440
2022
Q1 		$337K Sell
1,318
-296
-18% -$75.8K 0.02% 394
2021
Q4 		$473K Buy
1,614
+225
+16% +$67.8K 0.03% 317
2021
Q3 		$408K Sell
1,389
-32
-2% -$9.61K 0.03% 312
2021
Q2 		$443K Sell
1,421
-63
-4% -$19K 0.03% 278
2021
Q1 		$446K Sell
1,484
-25
-2% -$7.76K 0.04% 227
2020
Q4 		$433K Sell
1,509
-21
-1% -$5.35K 0.04% 188
2020
Q3 		$339K Sell
1,530
-468
-23% -$102K 0.04% 191
2020
Q2 		$413K Buy
+1,998
New +$374K 0.05% 131

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
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

Ritholtz Wealth Management's IWO Position: Q2 2026 in Review

Ritholtz Wealth Management increased its iShares Russell 2000 Growth ETF (IWO) stake by 48% in Q2 2026, buying an estimated $243K and bringing the position to 2,057 shares worth $810K. The position accounts for 0.01% of the portfolio, ranked #687.

Ritholtz Wealth Management first reported a position in IWO in Q2 2020 and has held it in 15 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Ritholtz Wealth Management held 2,057 shares of iShares Russell 2000 Growth ETF worth $810K as of Q2 2026.
  • Ritholtz Wealth Management bought 665 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $243K.
  • iShares Russell 2000 Growth ETF made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #687 holding.
  • Ritholtz Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q2 2020 and has held it in 15 quarters since.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.