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

Robertson Stephens 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 		$2.17M Sell
5,497
-129
-2% -$47.1K 0.05% 205
2026
Q1 		$1.77M Sell
5,626
-438
-7% -$146K 0.05% 222
2025
Q4 		$1.96M Sell
6,064
-66
-1% -$21.5K 0.05% 213
2025
Q3 		$1.96M Sell
6,130
-143
-2% -$43.1K 0.06% 183
2025
Q2 		$1.79M Buy
6,273
+2,075
+49% +$546K 0.06% 203
2025
Q1 		$1.07M Sell
4,198
-62
-1% -$17.5K 0.04% 259
2024
Q4 		$1.23M Buy
4,260
+83
+2% +$24.6K 0.04% 239
2024
Q3 		$1.19M Buy
+4,177
New +$1.14M 0.04% 258
2022
Q1 		– Sell
-1,628
Closed -$477K – 396
2021
Q4 		$477K Sell
1,628
-251
-13% -$75.6K 0.04% 260
2021
Q3 		$551K Sell
1,879
-8
-0.4% -$2.4K 0.06% 197
2021
Q2 		$588K Sell
1,887
-357
-16% -$107K 0.07% 196
2021
Q1 		$674K Buy
2,244
+2
+0.1% +$621 0.11% 151
2020
Q4 		$642K Buy
2,242
+2
+0.1% +$510 0.13% 121
2020
Q3 		$496K Buy
2,240
+3
+0.1% +$657 0.12% 135
2020
Q2 		$462K Buy
2,237
+3
+0.1% +$561 0.13% 113
2020
Q1 		$353K Buy
2,234
+5
+0.2% +$993 0.12% 123
2019
Q4 		$477K Buy
2,229
+4
+0.2% +$812 0.24% 66
2019
Q3 		$429K Buy
2,225
+4
+0.2% +$793 0.22% 82
2019
Q2 		$446K Buy
2,221
+3
+0.1% +$593 0.43% 43
2019
Q1 		$436K Buy
2,218
+3
+0.1% +$571 0.37% 44
2018
Q4 		$372K Buy
+2,215
New +$413K 0.37% 41

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

Robertson Stephens Wealth Management's IWO Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its iShares Russell 2000 Growth ETF (IWO) stake by 2.3% in Q2 2026, selling an estimated $47.1K and leaving 5,497 shares worth $2.17M. The position accounts for 0.05% of the portfolio, ranked #205.

Robertson Stephens Wealth Management first reported a position in IWO in Q4 2018 and has held it in 21 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Robertson Stephens Wealth Management held 5,497 shares of iShares Russell 2000 Growth ETF worth $2.17M as of Q2 2026.
  • Robertson Stephens Wealth Management sold 129 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $47.1K.
  • iShares Russell 2000 Growth ETF made up 0.05% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #205 holding.
  • Robertson Stephens Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2018 and has held it in 21 quarters since.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.