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

Sanctuary 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 		$11.3M Buy
28,805
+172
+0.6% +$62.8K 0.05% 373
2026
Q1 		$8.99M Buy
28,633
+210
+0.7% +$69.9K 0.05% 395
2025
Q4 		$9.18M Buy
28,423
+1,826
+7% +$594K 0.05% 375
2025
Q3 		$8.51M Sell
26,597
-405
-1% -$122K 0.05% 383
2025
Q2 		$7.72M Buy
27,002
+4,096
+18% +$1.08M 0.05% 389
2025
Q1 		$5.85M Buy
22,906
+463
+2% +$131K 0.04% 431
2024
Q4 		$6.73M Sell
22,443
-677
-3% -$200K 0.04% 415
2024
Q3 		$7.17M Buy
23,120
+3,170
+16% +$868K 0.05% 395
2024
Q2 		$5.05M Buy
+19,950
New +$5.18M 0.04% 455

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

Sanctuary Advisors's IWO Position: Q2 2026 in Review

Sanctuary Advisors increased its iShares Russell 2000 Growth ETF (IWO) stake by 0.6% in Q2 2026, buying an estimated $62.8K and bringing the position to 28,805 shares worth $11.3M. The position accounts for 0.05% of the portfolio, ranked #373.

Sanctuary Advisors first reported a position in IWO in Q2 2024 and has held it in 9 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Sanctuary Advisors held 28,805 shares of iShares Russell 2000 Growth ETF worth $11.3M as of Q2 2026.
  • Sanctuary Advisors bought 172 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $62.8K.
  • iShares Russell 2000 Growth ETF made up 0.05% of Sanctuary Advisors's portfolio in Q2 2026, its #373 holding.
  • Sanctuary Advisors first reported a position in iShares Russell 2000 Growth ETF in Q2 2024 and has held it in 9 quarters since.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.