Rosenblum Silverman Sutton’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Rosenblum Silverman Sutton’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	$660K	Sell	1,675 -31	-2%	-$11.3K	0.16%	58
2026 Q1	$535K	Buy	1,706 +303	+22%	+$101K	0.14%	60
2025 Q4	$453K	Buy	1,403 +130	+10%	+$42.3K	0.1%	65
2025 Q3	$407K	Buy	1,273 +240	+23%	+$72.4K	0.09%	66
2025 Q2	$295K	Sell	1,033 -15	-1%	-$3.95K	0.07%	70
2025 Q1	$268K	Buy	1,048 +162	+18%	+$45.7K	0.07%	71
2024 Q4	$255K	Buy	886 +9	+1%	+$2.66K	0.06%	72
2024 Q3	$249K	Buy	877 +7	+0.8%	+$1.92K	0.06%	74
2024 Q2	$228K	Buy	+870	New	+$226K	0.06%	74

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Rosenblum Silverman Sutton's IWO Position: Q2 2026 in Review

Rosenblum Silverman Sutton reduced its iShares Russell 2000 Growth ETF (IWO) stake by 1.8% in Q2 2026, selling an estimated $11.3K and leaving 1,675 shares worth $660K. The position accounts for 0.16% of the portfolio, ranked #58.

Rosenblum Silverman Sutton first reported a position in IWO in Q2 2024 and has held it in 9 quarters since. 1,105 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Rosenblum Silverman Sutton held 1,675 shares of iShares Russell 2000 Growth ETF worth $660K as of Q2 2026.
Rosenblum Silverman Sutton sold 31 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $11.3K.
iShares Russell 2000 Growth ETF made up 0.16% of Rosenblum Silverman Sutton's portfolio in Q2 2026, its #58 holding.
Rosenblum Silverman Sutton first reported a position in iShares Russell 2000 Growth ETF in Q2 2024 and has held it in 9 quarters since.
1,105 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Rosenblum Silverman Sutton's 13F filing for Q2 2026, filed 13 Aug 2026.