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

Rockwood 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	$202K	Buy	+513	New	+$187K	0.01%	128
2024 Q2	–	Sell	-888	Closed	-$240K	–	91
2024 Q1	$240K	Hold	888	–	–	0.03%	73
2023 Q4	$224K	Buy	+888	New	+$200K	0.03%	69
2023 Q3	–	Sell	-969	Closed	-$235K	–	74
2023 Q2	$235K	Hold	969	–	–	0.04%	70
2023 Q1	$220K	Hold	969	–	–	0.04%	68
2022 Q4	$208K	Sell	969 -180	-16%	-$39.4K	0.05%	65
2022 Q3	$237K	Hold	1,149	–	–	0.08%	60
2022 Q2	$237K	Sell	1,149 -79	-6%	-$17.6K	0.11%	62
2022 Q1	$314K	Buy	1,228 +180	+17%	+$46.1K	0.15%	57
2021 Q4	$307K	Buy	+1,048	New	+$316K	0.14%	87

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

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

Rockwood Wealth Management opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q2 2026: 513 shares worth $202K. The stake represents 0.01% of the portfolio and ranks #128 among its holdings. This is a return to the name: Rockwood Wealth Management previously reported a position in IWO as recently as Q1 2024.

Rockwood Wealth Management first reported a position in IWO in Q4 2021 and has held it in 10 quarters since. The position peaked at $314K in Q1 2022. 293 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Rockwood Wealth Management held 513 shares of iShares Russell 2000 Growth ETF worth $202K as of Q2 2026.
iShares Russell 2000 Growth ETF was a new Rockwood Wealth Management position in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.01% of Rockwood Wealth Management's portfolio in Q2 2026, its #128 holding.
Rockwood Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2021 and has held it in 10 quarters since.
Rockwood Wealth Management's iShares Russell 2000 Growth ETF position peaked at $314K in Q1 2022.
293 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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