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

SilverOak 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	$1.7M	Buy	4,308 +48	+1%	+$17.5K	0.22%	48
2026 Q1	$1.34M	Sell	4,260 -93	-2%	-$30.9K	0.21%	44
2025 Q4	$1.41M	Buy	4,353 +23	+0.5%	+$7.48K	0.22%	43
2025 Q3	$1.39M	Sell	4,330 -296	-6%	-$89.3K	0.23%	43
2025 Q2	$1.32M	Sell	4,626 -72	-2%	-$19K	0.25%	40
2025 Q1	$1.2M	Sell	4,698 -165	-3%	-$46.6K	0.26%	40
2024 Q4	$1.4M	Sell	4,863 -196	-4%	-$58K	0.3%	37
2024 Q3	$1.44M	Buy	5,059 +4	+0.1%	+$1.1K	0.32%	34
2024 Q2	$1.33M	Sell	5,055 -43	-0.8%	-$11.2K	0.32%	34
2024 Q1	$1.38M	Sell	5,098 -110	-2%	-$28.1K	0.34%	32
2023 Q4	$1.31M	Buy	+5,208	New	+$1.17M	0.36%	31

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

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

SilverOak Wealth Management increased its iShares Russell 2000 Growth ETF (IWO) stake by 1.1% in Q2 2026, buying an estimated $17.5K and bringing the position to 4,308 shares worth $1.7M. The position accounts for 0.22% of the portfolio, ranked #48.

SilverOak Wealth Management first reported a position in IWO in Q4 2023 and has held it in 11 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

SilverOak Wealth Management held 4,308 shares of iShares Russell 2000 Growth ETF worth $1.7M as of Q2 2026.
SilverOak Wealth Management bought 48 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $17.5K.
iShares Russell 2000 Growth ETF made up 0.22% of SilverOak Wealth Management's portfolio in Q2 2026, its #48 holding.
SilverOak Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on SilverOak Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.