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

Sequoia Financial 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 		$2.54M Sell
6,452
-23
-0.4% -$8.39K 0.01% 533
2026
Q1 		$2.03M Buy
6,475
+418
+7% +$139K 0.01% 595
2025
Q4 		$1.96M Buy
6,057
+123
+2% +$40K 0.01% 580
2025
Q3 		$1.9M Sell
5,934
-1,188
-17% -$358K 0.01% 546
2025
Q2 		$2.04M Sell
7,122
-21
-0.3% -$5.53K 0.01% 467
2025
Q1 		$1.83M Buy
7,143
+4,864
+213% +$1.37M 0.01% 453
2024
Q4 		$656K Buy
2,279
+658
+41% +$195K 0.01% 715
2024
Q3 		$460K Sell
1,621
-31
-2% -$8.49K ﹤0.01% 781
2024
Q2 		$434K Buy
1,652
+33
+2% +$8.57K 0.01% 753
2024
Q1 		$439K Buy
1,619
+153
+10% +$39.1K 0.01% 730
2023
Q4 		$370K Buy
1,466
+44
+3% +$9.92K ﹤0.01% 845
2023
Q3 		$319K Sell
1,422
-101
-7% -$24.2K 0.01% 668
2023
Q2 		$369K Buy
1,523
+228
+18% +$52.3K 0.01% 617
2023
Q1 		$294K Sell
1,295
-116
-8% -$26.5K 0.01% 630
2022
Q4 		$303K Sell
1,411
-128
-8% -$28K 0.01% 579
2022
Q3 		$318K Hold
1,539
– – 0.01% 374
2022
Q2 		$317K Sell
1,539
-42
-3% -$9.37K 0.01% 423
2022
Q1 		$404K Buy
1,581
+290
+22% +$74.2K 0.01% 407
2021
Q4 		$378K Buy
+1,291
New +$389K 0.01% 389
2021
Q3 		– Sell
-3,166
Closed -$987K – 354
2021
Q2 		$987K Buy
3,166
+192
+6% +$57.8K 0.04% 205
2021
Q1 		$894K Buy
2,974
+233
+9% +$72.3K 0.04% 200
2020
Q4 		$786K Hold
2,741
– – 0.04% 201
2020
Q3 		$607K Buy
2,741
+188
+7% +$41.1K 0.03% 203
2020
Q2 		$528K Buy
2,553
+1,005
+65% +$188K 0.03% 209
2020
Q1 		$245K Hold
1,548
– – 0.02% 301
2019
Q4 		$332K Buy
+1,548
New +$314K 0.02% 281
2019
Q3 		– Sell
-1,321
Closed -$265K – 371
2019
Q2 		$265K Buy
+1,321
New +$261K 0.02% 299

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

Sequoia Financial Advisors's IWO Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its iShares Russell 2000 Growth ETF (IWO) stake by 0.36% in Q2 2026, selling an estimated $8.39K and leaving 6,452 shares worth $2.54M. The position accounts for 0.01% of the portfolio, ranked #533.

Sequoia Financial Advisors first reported a position in IWO in Q2 2019 and has held it in 27 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Sequoia Financial Advisors held 6,452 shares of iShares Russell 2000 Growth ETF worth $2.54M as of Q2 2026.
  • Sequoia Financial Advisors sold 23 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $8.39K.
  • iShares Russell 2000 Growth ETF made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #533 holding.
  • Sequoia Financial Advisors first reported a position in iShares Russell 2000 Growth ETF in Q2 2019 and has held it in 27 quarters since.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.