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

Shakespeare 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 		$2.05M Sell
5,194
-144
-3% -$52.5K 0.54% 17
2026
Q1 		$1.68M Sell
5,338
-126
-2% -$41.9K 0.4% 29
2025
Q4 		$1.76M Sell
5,464
-46
-0.8% -$15K 0.39% 28
2025
Q3 		$1.76M Sell
5,510
-225
-4% -$67.9K 0.4% 28
2025
Q2 		$1.64M Buy
5,735
+543
+10% +$143K 0.44% 27
2025
Q1 		$1.33M Sell
5,192
-214
-4% -$60.4K 0.36% 34
2024
Q4 		$1.56M Sell
5,406
-388
-7% -$115K 0.42% 29
2024
Q3 		$1.65M Sell
5,794
-51
-0.9% -$14K 0.43% 26
2024
Q2 		$1.53M Buy
5,845
+220
+4% +$57.1K 0.44% 26
2024
Q1 		$1.52M Sell
5,625
-162
-3% -$41.4K 0.44% 28
2023
Q4 		$1.46M Sell
5,787
-281
-5% -$63.3K 0.45% 28
2023
Q3 		$1.36M Sell
6,068
-79
-1% -$18.9K 0.48% 26
2023
Q2 		$1.49M Sell
6,147
-187
-3% -$42.9K 0.51% 24
2023
Q1 		$1.44M Sell
6,334
-369
-6% -$84.4K 0.51% 25
2022
Q4 		$1.44M Sell
6,703
-1,066
-14% -$234K 0.53% 25
2022
Q3 		$1.6M Sell
7,769
-517
-6% -$116K 0.68% 24
2022
Q2 		$1.73M Buy
8,286
+1,099
+15% +$245K 0.7% 24
2022
Q1 		$1.88M Buy
7,187
+710
+11% +$182K 0.68% 24
2021
Q4 		$1.9M Buy
6,477
+558
+9% +$168K 0.68% 24
2021
Q3 		$1.76M Sell
5,919
-78
-1% -$23.4K 0.68% 25
2021
Q2 		$1.82M Sell
5,997
-300
-5% -$90.3K 0.7% 25
2021
Q1 		$1.89M Sell
6,297
-361
-5% -$112K 0.78% 22
2020
Q4 		$1.91M Sell
6,658
-424
-6% -$108K 0.83% 21
2020
Q3 		$1.57M Sell
7,082
-226
-3% -$49.5K 0.83% 22
2020
Q2 		$1.51M Buy
+7,308
New +$1.37M 0.88% 21

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

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

Shakespeare Wealth Management reduced its iShares Russell 2000 Growth ETF (IWO) stake by 2.7% in Q2 2026, selling an estimated $52.5K and leaving 5,194 shares worth $2.05M. The position accounts for 0.54% of the portfolio, ranked #17.

Shakespeare Wealth Management first reported a position in IWO in Q2 2020 and has held it in 25 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Shakespeare Wealth Management held 5,194 shares of iShares Russell 2000 Growth ETF worth $2.05M as of Q2 2026.
  • Shakespeare Wealth Management sold 144 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $52.5K.
  • iShares Russell 2000 Growth ETF made up 0.54% of Shakespeare Wealth Management's portfolio in Q2 2026, its #17 holding.
  • Shakespeare Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q2 2020 and has held it in 25 quarters since.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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