Riversedge Advisors
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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
Q3 		$1.26M Sell
3,544
-14
-0.4% -$5.28K 0.16% 60
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

Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

Riversedge Advisors's IWO Position: Q3 2026 in Review

Riversedge Advisors reduced its iShares Russell 2000 Growth ETF (IWO) stake by 0.39% in Q3 2026, selling an estimated $5.28K and leaving 3,544 shares worth $1.26M. The position accounts for 0.16% of the portfolio, ranked #60.

Riversedge Advisors first reported a position in IWO in Q2 2019 and has held it in 21 quarters since. The position peaked at $1.4M in Q2 2026. 744 funds tracked by Wall St. Rank hold IWO as of Q3 2026.

  • Riversedge Advisors held 3,544 shares of iShares Russell 2000 Growth ETF worth $1.26M as of Q3 2026.
  • Riversedge Advisors sold 14 iShares Russell 2000 Growth ETF shares in Q3 2026, an estimated $5.28K.
  • iShares Russell 2000 Growth ETF made up 0.16% of Riversedge Advisors's portfolio in Q3 2026, its #60 holding.
  • Riversedge Advisors first reported a position in iShares Russell 2000 Growth ETF in Q2 2019 and has held it in 21 quarters since.
  • Riversedge Advisors's iShares Russell 2000 Growth ETF position peaked at $1.4M in Q2 2026.
  • 744 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2026.

Based on Riversedge Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.