River Wealth Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

River Wealth Advisors’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	$227K	Buy	+577	New	+$211K	0.02%	205
2026 Q1	–	Sell	-646	Closed	-$209K	–	209
2025 Q4	$209K	Hold	646	–	–	0.02%	204
2025 Q3	$207K	Buy	+646	New	+$195K	0.02%	199
2025 Q2	–	Sell	-920	Closed	-$235K	–	204
2025 Q1	$235K	Hold	920	–	–	0.03%	190
2024 Q4	$265K	Buy	920 +76	+9%	+$22.5K	0.04%	189
2024 Q3	$240K	Buy	844 +37	+5%	+$10.1K	0.03%	196
2024 Q2	$212K	Hold	807	–	–	0.03%	186
2024 Q1	$219K	Hold	807	–	–	0.03%	196
2023 Q4	$204K	Buy	+807	New	+$182K	0.03%	203
2022 Q1	–	Sell	-875	Closed	-$256K	–	223
2021 Q4	$256K	Buy	875 +125	+17%	+$37.7K	0.04%	205
2021 Q3	$220K	Buy	+750	New	+$225K	0.04%	209
2019 Q1	–	Sell	-445	Closed	-$75K	–	326
2018 Q4	$75K	Hold	445	–	–	0.03%	207
2018 Q3	$96K	Buy	445 +53	+14%	+$11.3K	0.04%	210
2018 Q2	$80K	Buy	+392	New	+$78.4K	0.03%	224

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

River Wealth Advisors's IWO Position: Q2 2026 in Review

River Wealth Advisors opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q2 2026: 577 shares worth $227K. The stake represents 0.02% of the portfolio and ranks #205 among its holdings. This is a return to the name: River Wealth Advisors previously reported a position in IWO as recently as Q4 2025.

River Wealth Advisors first reported a position in IWO in Q2 2018 and has held it in 14 quarters since. The position peaked at $265K in Q4 2024. 1,106 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

River Wealth Advisors held 577 shares of iShares Russell 2000 Growth ETF worth $227K as of Q2 2026.
iShares Russell 2000 Growth ETF was a new River Wealth Advisors position in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.02% of River Wealth Advisors's portfolio in Q2 2026, its #205 holding.
River Wealth Advisors first reported a position in iShares Russell 2000 Growth ETF in Q2 2018 and has held it in 14 quarters since.
River Wealth Advisors's iShares Russell 2000 Growth ETF position peaked at $265K in Q4 2024.
1,106 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on River Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.