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

Riversedge 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	$1.4M	Buy	3,558 +1	+0%	+$365	0.18%	51
2026 Q1	$1.12M	Hold	3,557	–	–	0.18%	50
2025 Q4	$1.15M	Buy	3,557 +2	+0.1%	+$650	0.19%	45
2025 Q3	$1.14M	Sell	3,555 -62	-2%	-$18.7K	0.19%	47
2025 Q2	$1.03M	Buy	3,617 +108	+3%	+$28.4K	0.2%	43
2025 Q1	$897K	Buy	3,509 +109	+3%	+$30.8K	0.2%	49
2024 Q4	$979K	Buy	3,400 +12	+0.4%	+$3.55K	0.22%	42
2024 Q3	$962K	Buy	3,388 +6	+0.2%	+$1.64K	0.22%	38
2024 Q2	$888K	Sell	3,382 -55	-2%	-$14.3K	0.22%	40
2024 Q1	$931K	Buy	3,437 +4	+0.1%	+$1.02K	0.23%	37
2023 Q4	$866K	Buy	3,433 +15	+0.4%	+$3.38K	0.24%	36
2023 Q3	$766K	Hold	3,418	–	–	0.23%	37
2023 Q2	$829K	Buy	3,418 +5	+0.1%	+$1.15K	0.23%	35
2023 Q1	$774K	Sell	3,413 -37	-1%	-$8.46K	0.23%	40
2022 Q4	$740K	Buy	3,450 +530	+18%	+$116K	0.24%	42
2022 Q3	$603K	Hold	2,920	–	–	0.22%	44
2022 Q2	$602K	Buy	+2,920	New	+$651K	0.22%	41
2020 Q1	–	Sell	-1,466	Closed	-$314K	–	39
2019 Q4	$314K	Sell	1,466 -7	-0.5%	-$1.42K	0.37%	29
2019 Q3	$280K	Hold	1,473	–	–	0.39%	29
2019 Q2	$280K	Buy	+1,473	New	+$291K	0.39%	29

Other funds holding IWO

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

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

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

FHC

First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Riversedge Advisors's IWO Position: Q2 2026 in Review

Riversedge Advisors increased its iShares Russell 2000 Growth ETF (IWO) stake by 0.03% in Q2 2026, buying an estimated $365 and bringing the position to 3,558 shares worth $1.4M. The position accounts for 0.18% of the portfolio, ranked #51.

Riversedge Advisors first reported a position in IWO in Q2 2019 and has held it in 20 quarters since. 290 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Riversedge Advisors held 3,558 shares of iShares Russell 2000 Growth ETF worth $1.4M as of Q2 2026.
Riversedge Advisors bought 1 iShares Russell 2000 Growth ETF share in Q2 2026, an estimated $365.
iShares Russell 2000 Growth ETF made up 0.18% of Riversedge Advisors's portfolio in Q2 2026, its #51 holding.
Riversedge Advisors first reported a position in iShares Russell 2000 Growth ETF in Q2 2019 and has held it in 20 quarters since.
290 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Riversedge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.