Saxon Interests’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Saxon Interests’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	$216K	Buy	+549	New	+$200K	0.06%	216
2022 Q4	–	Sell	-1,764	Closed	-$387K	–	167
2022 Q3	$387K	Sell	1,764 -852	-33%	-$192K	0.24%	90
2022 Q2	$540K	Sell	2,616 -3,210	-55%	-$716K	0.33%	78
2022 Q1	$1.49M	Buy	+5,826	New	+$1.49M	0.79%	35

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

Saxon Interests's IWO Position: Q2 2026 in Review

Saxon Interests opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q2 2026: 549 shares worth $216K. The stake represents 0.06% of the portfolio and ranks #216 among its holdings. This is a return to the name: Saxon Interests previously reported a position in IWO as recently as Q3 2022.

Saxon Interests first reported a position in IWO in Q1 2022 and has held it in 4 quarters since. The position peaked at $1.49M in Q1 2022. 1,105 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Saxon Interests held 549 shares of iShares Russell 2000 Growth ETF worth $216K as of Q2 2026.
iShares Russell 2000 Growth ETF was a new Saxon Interests position in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.06% of Saxon Interests's portfolio in Q2 2026, its #216 holding.
Saxon Interests first reported a position in iShares Russell 2000 Growth ETF in Q1 2022 and has held it in 4 quarters since.
Saxon Interests's iShares Russell 2000 Growth ETF position peaked at $1.49M in Q1 2022.
1,105 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Saxon Interests's 13F filing for Q2 2026, filed 12 Aug 2026.