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Selective Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Selective Wealth Management’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 		$453K Hold
1,202
– – 0.12% 89
2026
Q1 		$422K Hold
1,202
– – 0.13% 87
2025
Q4 		$419K Hold
1,202
– – 0.13% 70
2025
Q3 		$390K Hold
1,202
– – 0.13% 70
2025
Q2 		$352K Hold
1,202
– – 0.13% 72
2025
Q1 		$288K Hold
1,202
– – 0.13% 75
2024
Q4 		$345K Hold
1,202
– – 0.14% 69
2024
Q3 		$338K Hold
1,202
– – 0.14% 79
2024
Q2 		$315K Buy
1,202
+2
+0.2% +$519 0.14% 78
2024
Q1 		$311K Buy
+1,200
New +$307K 0.14% 80

Other funds holding IWO

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return

Selective Wealth Management's IWO Position: Q2 2026 in Review

Selective Wealth Management held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 1,202 shares worth $453K. The position accounts for 0.12% of the portfolio, ranked #89.

Selective Wealth Management first reported a position in IWO in Q1 2024 and has held it in 10 quarters since. 484 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Selective Wealth Management held 1,202 shares of iShares Russell 2000 Growth ETF worth $453K as of Q2 2026.
  • Selective Wealth Management left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Growth ETF made up 0.12% of Selective Wealth Management's portfolio in Q2 2026, its #89 holding.
  • Selective Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q1 2024 and has held it in 10 quarters since.
  • 484 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Selective Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.