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Roffman Miller Associates’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Roffman Miller Associates’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 		$487K Buy
1,236
+1
+0.1% +$365 0.03% 81
2026
Q1 		$387K Sell
1,235
-32
-3% -$10.6K 0.02% 83
2025
Q4 		$409K Buy
1,267
+35
+3% +$11.4K 0.02% 82
2025
Q3 		$394K Buy
1,232
+2
+0.2% +$603 0.02% 78
2025
Q2 		$352K Buy
1,230
+18
+1% +$4.74K 0.02% 73
2025
Q1 		$310K Sell
1,212
-9
-0.7% -$2.54K 0.02% 74
2024
Q4 		$351K Sell
1,221
-89
-7% -$26.3K 0.02% 74
2024
Q3 		$372K Sell
1,310
-11
-0.8% -$3.01K 0.02% 74
2024
Q2 		$347K Buy
1,321
+15
+1% +$3.89K 0.02% 74
2024
Q1 		$354K Buy
1,306
+2
+0.2% +$511 0.02% 76
2023
Q4 		$329K Sell
1,304
-25
-2% -$5.63K 0.02% 75
2023
Q3 		$298K Hold
1,329
– – 0.02% 76
2023
Q2 		$323K Sell
1,329
-528
-28% -$121K 0.02% 71
2023
Q1 		$421K Buy
1,857
+4
+0.2% +$915 0.03% 69
2022
Q4 		$398K Buy
1,853
+7
+0.4% +$1.53K 0.03% 70
2022
Q3 		$381K Buy
1,846
+3
+0.2% +$675 0.03% 70
2022
Q2 		$380K Buy
1,843
+2
+0.1% +$446 0.03% 70
2022
Q1 		$471K Buy
1,841
+4
+0.2% +$1.02K 0.04% 70
2021
Q4 		$538K Buy
1,837
+3
+0.2% +$904 0.04% 68
2021
Q3 		$538K Buy
+1,834
New +$551K 0.04% 68
2020
Q3 		– Sell
-1,828
Closed -$378K – 108
2020
Q2 		$378K Buy
+1,828
New +$342K 0.04% 107
2019
Q4 		– Sell
-1,925
Closed -$371K – 92
2019
Q3 		$371K Hold
1,925
– – 0.04% 79
2019
Q2 		$387K Sell
1,925
-291
-13% -$57.6K 0.04% 75
2019
Q1 		$433K Buy
2,216
+3
+0.1% +$571 0.05% 68
2018
Q4 		$372K Buy
2,213
+465
+27% +$86.7K 0.05% 65
2018
Q3 		$376K Buy
+1,748
New +$373K 0.04% 71

Other funds holding IWO

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Roffman Miller Associates's IWO Position: Q2 2026 in Review

Roffman Miller Associates increased its iShares Russell 2000 Growth ETF (IWO) stake by 0.08% in Q2 2026, buying an estimated $365 and bringing the position to 1,236 shares worth $487K. The position accounts for 0.03% of the portfolio, ranked #81.

Roffman Miller Associates first reported a position in IWO in Q3 2018 and has held it in 26 quarters since. The position peaked at $538K in Q4 2021. 342 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Roffman Miller Associates held 1,236 shares of iShares Russell 2000 Growth ETF worth $487K as of Q2 2026.
  • Roffman Miller Associates bought 1 iShares Russell 2000 Growth ETF share in Q2 2026, an estimated $365.
  • iShares Russell 2000 Growth ETF made up 0.03% of Roffman Miller Associates's portfolio in Q2 2026, its #81 holding.
  • Roffman Miller Associates first reported a position in iShares Russell 2000 Growth ETF in Q3 2018 and has held it in 26 quarters since.
  • Roffman Miller Associates's iShares Russell 2000 Growth ETF position peaked at $538K in Q4 2021.
  • 342 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Roffman Miller Associates's 13F filing for Q2 2026, filed 13 Jul 2026.