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

Sax Wealth 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	$300K	Buy	957 +31	+3%	+$11.3K	0.01%	446
2026 Q1	$299K	Hold	926	–	–	0.01%	387
2025 Q4	$299K	Sell	926 -401	-30%	-$130K	0.01%	396
2025 Q3	$425K	Buy	1,327 +1	+0.1%	+$302	0.02%	298
2025 Q2	$379K	Buy	1,326 +47	+4%	+$12.4K	0.02%	298
2025 Q1	$327K	Buy	+1,279	New	+$361K	0.02%	280

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 22.9% 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

Sax Wealth Advisors's IWO Position: Q2 2026 in Review

Sax Wealth Advisors increased its iShares Russell 2000 Growth ETF (IWO) stake by 3.3% in Q2 2026, buying an estimated $11.3K and bringing the position to 957 shares worth $300K. The position accounts for 0.01% of the portfolio, ranked #446.

Sax Wealth Advisors first reported a position in IWO in Q1 2025 and has held it in 6 quarters since. The position peaked at $425K in Q3 2025. 1,106 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Sax Wealth Advisors held 957 shares of iShares Russell 2000 Growth ETF worth $300K as of Q2 2026.
Sax Wealth Advisors bought 31 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $11.3K.
iShares Russell 2000 Growth ETF made up 0.01% of Sax Wealth Advisors's portfolio in Q2 2026, its #446 holding.
Sax Wealth Advisors first reported a position in iShares Russell 2000 Growth ETF in Q1 2025 and has held it in 6 quarters since.
Sax Wealth Advisors's iShares Russell 2000 Growth ETF position peaked at $425K in Q3 2025.
1,106 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.