Salomon & Ludwin’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Salomon & Ludwin’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	$18K	Hold	46	–	–	﹤0.01%	1228
2026 Q1	$14.6K	Sell	46 -2	-4%	-$665	﹤0.01%	1301
2025 Q4	$16K	Hold	48	–	–	﹤0.01%	1074
2025 Q3	$15.6K	Hold	48	–	–	﹤0.01%	989
2025 Q2	$13.8K	Hold	48	–	–	﹤0.01%	440
2025 Q1	$12.3K	Hold	48	–	–	﹤0.01%	426
2024 Q4	$13.8K	Hold	48	–	–	﹤0.01%	409
2024 Q3	$13.6K	Hold	48	–	–	﹤0.01%	415
2024 Q2	$12.6K	Hold	48	–	–	﹤0.01%	415
2024 Q1	$13K	Sell	48 -2	-4%	-$511	﹤0.01%	519
2023 Q4	$11.2K	Hold	50	–	–	﹤0.01%	479
2023 Q3	$11.2K	Buy	+50	New	+$12K	﹤0.01%	478

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

Salomon & Ludwin's IWO Position: Q2 2026 in Review

Salomon & Ludwin held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 46 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #1228.

Salomon & Ludwin first reported a position in IWO in Q3 2023 and has held it in 12 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Salomon & Ludwin held 46 shares of iShares Russell 2000 Growth ETF worth $18K as of Q2 2026.
Salomon & Ludwin left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #1228 holding.
Salomon & Ludwin first reported a position in iShares Russell 2000 Growth ETF in Q3 2023 and has held it in 12 quarters since.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.