Schneider Downs Wealth Management Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Schneider Downs Wealth Management 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	$258K	Hold	654	–	–	0.02%	150
2026 Q1	$205K	Hold	654	–	–	0.02%	151
2025 Q4	$211K	Hold	654	–	–	0.02%	151
2025 Q3	$209K	Sell	654 -1,490	-69%	-$450K	0.02%	143
2025 Q2	$613K	Buy	2,144 +107	+5%	+$28.2K	0.09%	86
2025 Q1	$521K	Hold	2,037	–	–	0.09%	83
2024 Q4	$586K	Hold	2,037	–	–	0.11%	78
2024 Q3	$579K	Hold	2,037	–	–	0.12%	75
2024 Q2	$535K	Buy	+2,037	New	+$529K	0.12%	72
2023 Q4	–	Sell	-2,116	Closed	-$474K	–	126
2023 Q3	$474K	Sell	2,116 -43	-2%	-$10.3K	0.11%	61
2023 Q2	$524K	Hold	2,159	–	–	0.12%	61
2023 Q1	$490K	Sell	2,159 -85	-4%	-$19.4K	0.1%	66
2022 Q4	$481K	Buy	2,244 +195	+10%	+$42.7K	0.11%	69
2022 Q3	$423K	Buy	2,049 +97	+5%	+$21.8K	0.12%	71
2022 Q2	$403K	Sell	1,952 -68	-3%	-$15.2K	0.11%	80
2022 Q1	$517K	Buy	2,020 +153	+8%	+$39.2K	0.13%	75
2021 Q4	$547K	Hold	1,867	–	–	0.13%	77
2021 Q3	$548K	Buy	1,867 +26	+1%	+$7.81K	0.14%	75
2021 Q2	$574K	Hold	1,841	–	–	0.15%	70
2021 Q1	$554K	Hold	1,841	–	–	0.14%	67
2020 Q4	$528K	Hold	1,841	–	–	0.15%	46
2020 Q3	$408K	Hold	1,841	–	–	0.14%	53
2020 Q2	$381K	Hold	1,841	–	–	0.13%	51
2020 Q1	$291K	Buy	1,841 +351	+24%	+$69.7K	0.11%	60
2019 Q4	$319K	Hold	1,490	–	–	0.1%	48
2019 Q3	$287K	Hold	1,490	–	–	0.09%	51
2019 Q2	$299K	Hold	1,490	–	–	0.1%	51
2019 Q1	$293K	Hold	1,490	–	–	0.11%	51
2018 Q4	$250K	Buy	+1,490	New	+$278K	0.11%	51

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

Schneider Downs Wealth Management Advisors's IWO Position: Q2 2026 in Review

Schneider Downs Wealth Management Advisors held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 654 shares worth $258K. The position accounts for 0.02% of the portfolio, ranked #150.

Schneider Downs Wealth Management Advisors first reported a position in IWO in Q4 2018 and has held it in 29 quarters since. The position peaked at $613K in Q2 2025. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Schneider Downs Wealth Management Advisors held 654 shares of iShares Russell 2000 Growth ETF worth $258K as of Q2 2026.
Schneider Downs Wealth Management Advisors left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.02% of Schneider Downs Wealth Management Advisors's portfolio in Q2 2026, its #150 holding.
Schneider Downs Wealth Management Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2018 and has held it in 29 quarters since.
Schneider Downs Wealth Management Advisors's iShares Russell 2000 Growth ETF position peaked at $613K in Q2 2025.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.