RPg Family Wealth Advisory’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.09M | Sell |
5,315
-71
| -1% | -$25.9K | 0.35% | 78 |
|
|
2026
Q1 | $1.69M | Buy |
5,386
+333
| +7% | +$111K | 0.35% | 84 |
|
|
2025
Q4 | $1.63M | Sell |
5,053
-6,768
| -57% | -$2.2M | 0.36% | 79 |
|
|
2025
Q3 | $3.78M | Sell |
11,821
-350
| -3% | -$106K | 0.83% | 49 |
|
|
2025
Q2 | $3.48M | Sell |
12,171
-220
| -2% | -$57.9K | 0.93% | 48 |
|
|
2025
Q1 | $3.17M | Buy |
12,391
+52
| +0.4% | +$14.7K | 0.9% | 42 |
|
|
2024
Q4 | $3.55M | Sell |
12,339
-450
| -4% | -$133K | 1.26% | 28 |
|
|
2024
Q3 | $3.63M | Sell |
12,789
-42
| -0.3% | -$11.5K | 1.17% | 32 |
|
|
2024
Q2 | $3.37M | Sell |
12,831
-62
| -0.5% | -$16.1K | 1.11% | 33 |
|
|
2024
Q1 | $3.49M | Buy |
12,893
+313
| +2% | +$80K | 1.11% | 35 |
|
|
2023
Q4 | $3.17M | Sell |
12,580
-194
| -2% | -$43.7K | 1.17% | 31 |
|
|
2023
Q3 | $2.87M | Sell |
12,774
-163
| -1% | -$39K | 1.18% | 30 |
|
|
2023
Q2 | $3.14M | Buy |
12,937
+603
| +5% | +$138K | 1.26% | 28 |
|
|
2023
Q1 | $2.8M | Buy |
12,334
+3,252
| +36% | +$744K | 1.54% | 24 |
|
|
2022
Q4 | $1.95M | Sell |
9,082
-306
| -3% | -$67K | 1.34% | 29 |
|
|
2022
Q3 | $2.14M | Buy |
9,388
+5,439
| +138% | +$1.22M | 1.12% | 36 |
|
|
2022
Q2 | $815K | Buy |
3,949
+416
| +12% | +$92.8K | 0.49% | 49 |
|
|
2022
Q1 | $904K | Buy |
3,533
+3,419
| +2,999% | +$875K | 0.39% | 50 |
|
|
2021
Q4 | $33.4K | Buy |
114
+36
| +46% | +$10.8K | 0.01% | 188 |
|
|
2021
Q3 | $22.9K | Sell |
78
-10
| -11% | -$3K | 0.01% | 214 |
|
|
2021
Q2 | $27.4K | Buy |
+88
| New | +$26.5K | 0.01% | 200 |
|
|
2020
Q4 | $29.2K | Sell |
102
-14,893
| -99% | -$3.8M | 0.01% | 195 |
|
|
2020
Q3 | $3.32M | Sell |
14,995
-15
| -0.1% | -$3.28K | 1.74% | 15 |
|
|
2020
Q2 | $3.11M | Buy |
15,010
+412
| +3% | +$77.1K | 1.89% | 9 |
|
|
2020
Q1 | $2.31M | Buy |
14,598
+97
| +0.7% | +$19.3K | 1.79% | 17 |
|
|
2019
Q4 | $3.11M | Sell |
14,501
-1,596
| -10% | -$324K | 1.79% | 19 |
|
|
2019
Q3 | $3.1M | Sell |
16,097
-521
| -3% | -$103K | 1.88% | 20 |
|
|
2019
Q2 | $3.34M | Buy |
16,618
+4,202
| +34% | +$831K | 1.98% | 19 |
|
|
2019
Q1 | $2.44M | Buy |
+12,416
| New | +$2.36M | 1.44% | 24 |
|
|
2017
Q3 | – | Sell |
-374
| Closed | -$63.1K | – | 302 |
|
|
2017
Q2 | $63.1K | Buy |
+374
| New | +$61.6K | 0.06% | 111 |
|
|
2016
Q3 | – | Sell |
-167
| Closed | -$22.9K | – | 260 |
|
|
2016
Q2 | $22.9K | Buy |
167
+22
| +15% | +$2.97K | 0.01% | 183 |
|
|
2016
Q1 | $19.2K | Buy |
+145
| New | +$18.1K | 0.01% | 194 |
|
Other funds holding IWO
B
CCWM
DADC
RPg Family Wealth Advisory's IWO Position: Q2 2026 in Review
RPg Family Wealth Advisory reduced its iShares Russell 2000 Growth ETF (IWO) stake by 1.3% in Q2 2026, selling an estimated $25.9K and leaving 5,315 shares worth $2.09M. The position accounts for 0.35% of the portfolio, ranked #78.
RPg Family Wealth Advisory first reported a position in IWO in Q1 2016 and has held it in 32 quarters since. The position peaked at $3.78M in Q3 2025. 1,106 funds tracked by Wall St. Rank hold IWO as of Q2 2026.
- RPg Family Wealth Advisory held 5,315 shares of iShares Russell 2000 Growth ETF worth $2.09M as of Q2 2026.
- RPg Family Wealth Advisory sold 71 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $25.9K.
- iShares Russell 2000 Growth ETF made up 0.35% of RPg Family Wealth Advisory's portfolio in Q2 2026, its #78 holding.
- RPg Family Wealth Advisory first reported a position in iShares Russell 2000 Growth ETF in Q1 2016 and has held it in 32 quarters since.
- RPg Family Wealth Advisory's iShares Russell 2000 Growth ETF position peaked at $3.78M in Q3 2025.
- 1,106 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.
Based on RPg Family Wealth Advisory's 13F filing for Q2 2026, filed 4 Aug 2026.