RWA Wealth Partners’s iShares Russell 2000 Growth ETF IWO Stock Holding History

RWA Wealth Partners’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	$557K	Sell	1,413 -21	-1%	-$7.66K	0.01%	453
2026 Q1	$450K	Buy	1,434 +641	+81%	+$213K	﹤0.01%	473
2025 Q4	$256K	Buy	793 +75	+10%	+$24.4K	﹤0.01%	556
2025 Q3	$230K	Hold	718	–	–	﹤0.01%	574
2025 Q2	$205K	Buy	+718	New	+$189K	﹤0.01%	576
2025 Q1	–	Sell	-733	Closed	-$211K	–	566
2024 Q4	$211K	Buy	+733	New	+$217K	﹤0.01%	538
2019 Q3	–	Sell	-14,801	Closed	-$2.97M	–	238
2019 Q2	$2.97M	Buy	+14,801	New	+$2.93M	0.32%	75
2018 Q3	–	Sell	-454	Closed	-$93K	–	476
2018 Q2	$93K	Buy	+454	New	+$90.8K	0.01%	334
2017 Q4	–	Sell	-28,316	Closed	-$5.07M	–	245
2017 Q3	$5.07M	Sell	28,316 -948	-3%	-$161K	0.57%	48
2017 Q2	$4.94M	Buy	+29,264	New	+$4.82M	0.61%	41

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

RWA Wealth Partners's IWO Position: Q2 2026 in Review

RWA Wealth Partners reduced its iShares Russell 2000 Growth ETF (IWO) stake by 1.5% in Q2 2026, selling an estimated $7.66K and leaving 1,413 shares worth $557K. The position accounts for 0.01% of the portfolio, ranked #453.

RWA Wealth Partners first reported a position in IWO in Q2 2017 and has held it in 10 quarters since. The position peaked at $5.07M in Q3 2017. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

RWA Wealth Partners held 1,413 shares of iShares Russell 2000 Growth ETF worth $557K as of Q2 2026.
RWA Wealth Partners sold 21 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $7.66K.
iShares Russell 2000 Growth ETF made up 0.01% of RWA Wealth Partners's portfolio in Q2 2026, its #453 holding.
RWA Wealth Partners first reported a position in iShares Russell 2000 Growth ETF in Q2 2017 and has held it in 10 quarters since.
RWA Wealth Partners's iShares Russell 2000 Growth ETF position peaked at $5.07M in Q3 2017.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.