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Sacks & Associates’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Sacks & Associates’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 		$4.24M Buy
11,430
+31
+0.3% +$11.3K 2.86% 12
2026
Q1 		$3.58M Buy
11,399
+2
+0% +$665 2.66% 12
2025
Q4 		$3.68M Buy
+11,397
New +$3.71M 2.7% 12

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

Sacks & Associates's IWO Position: Q2 2026 in Review

Sacks & Associates increased its iShares Russell 2000 Growth ETF (IWO) stake by 0.27% in Q2 2026, buying an estimated $11.3K and bringing the position to 11,430 shares worth $4.24M. The position accounts for 2.86% of the portfolio, ranked #12.

Sacks & Associates first reported a position in IWO in Q4 2025 and has held it in 3 quarters since. 1,098 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Sacks & Associates held 11,430 shares of iShares Russell 2000 Growth ETF worth $4.24M as of Q2 2026.
  • Sacks & Associates bought 31 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $11.3K.
  • iShares Russell 2000 Growth ETF made up 2.86% of Sacks & Associates's portfolio in Q2 2026, its #12 holding.
  • Sacks & Associates first reported a position in iShares Russell 2000 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,098 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Sacks & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.