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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

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
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $392M AUM
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return
LA
LWM Advisors El Dorado Hills, California $134M AUM 22.23% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
MBTD
Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return