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RTD Financial Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

RTD Financial Advisors’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 		$15.6M Sell
39,530
-1,323
-3% -$483K 1.7% 20
2026
Q1 		$12.8M Sell
40,853
-1,996
-5% -$664K 1.58% 23
2025
Q4 		$13.8M Sell
42,849
-1,041
-2% -$339K 1.69% 20
2025
Q3 		$14M Sell
43,890
-1,030
-2% -$311K 1.69% 19
2025
Q2 		$12.8M Sell
44,920
-188
-0.4% -$49.5K 1.64% 19
2025
Q1 		$11.5M Sell
45,108
-311
-0.7% -$87.8K 1.55% 20
2024
Q4 		$13.1M Sell
45,419
-459
-1% -$136K 1.68% 19
2024
Q3 		$13M Sell
45,878
-112
-0.2% -$30.7K 1.65% 19
2024
Q2 		$12.1M Sell
45,990
-210
-0.5% -$54.5K 1.62% 17
2024
Q1 		$12.5M Sell
46,200
-447
-1% -$114K 1.68% 16
2023
Q4 		$11.8M Buy
46,647
+147
+0.3% +$33.1K 1.65% 17
2023
Q3 		$10.4M Sell
46,500
-981
-2% -$235K 1.59% 18
2023
Q2 		$11.5M Buy
47,481
+98
+0.2% +$22.5K 1.67% 17
2023
Q1 		$10.7M Sell
47,383
-397
-0.8% -$90.8K 1.66% 17
2022
Q4 		$10.2M Buy
47,780
+149
+0.3% +$32.6K 1.67% 19
2022
Q3 		$9.84M Buy
47,631
+162
+0.3% +$36.5K 1.81% 14
2022
Q2 		$9.79M Buy
47,469
+5,508
+13% +$1.23M 1.5% 21
2022
Q1 		$10.7M Buy
41,961
+1,132
+3% +$290K 1.45% 20
2021
Q4 		$12M Buy
+40,829
New +$12.3M 1.57% 17

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

RTD Financial Advisors's IWO Position: Q2 2026 in Review

RTD Financial Advisors reduced its iShares Russell 2000 Growth ETF (IWO) stake by 3.2% in Q2 2026, selling an estimated $483K and leaving 39,530 shares worth $15.6M. The position accounts for 1.7% of the portfolio, ranked #20.

RTD Financial Advisors first reported a position in IWO in Q4 2021 and has held it in 19 quarters since. 1,105 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • RTD Financial Advisors held 39,530 shares of iShares Russell 2000 Growth ETF worth $15.6M as of Q2 2026.
  • RTD Financial Advisors sold 1,323 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $483K.
  • iShares Russell 2000 Growth ETF made up 1.7% of RTD Financial Advisors's portfolio in Q2 2026, its #20 holding.
  • RTD Financial Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,105 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on RTD Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.