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SIMA Wealth Partners’s iShares Russell 2000 Growth ETF IWO Stock Holding History

SIMA Wealth Partners’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 		$13K Hold
33
– – 0.01% 109
2026
Q1 		$10.4K Hold
33
– – 0.01% 115
2025
Q4 		$10.7K Hold
33
– – 0.01% 114
2025
Q3 		$10.6K Hold
33
– – 0.01% 123
2025
Q2 		$9.43K Sell
33
-5
-13% -$1.32K 0.01% 125
2025
Q1 		$9.71K Hold
38
– – 0.01% 143
2024
Q4 		$10.9K Hold
38
– – 0.01% 140
2024
Q3 		$10.8K Hold
38
– – 0.01% 122
2024
Q2 		$9.98K Buy
+38
New +$9.86K 0.01% 125

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

SIMA Wealth Partners's IWO Position: Q2 2026 in Review

SIMA Wealth Partners held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 33 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #109.

SIMA Wealth Partners first reported a position in IWO in Q2 2024 and has held it in 9 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • SIMA Wealth Partners held 33 shares of iShares Russell 2000 Growth ETF worth $13K as of Q2 2026.
  • SIMA Wealth Partners left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Growth ETF made up 0.01% of SIMA Wealth Partners's portfolio in Q2 2026, its #109 holding.
  • SIMA Wealth Partners first reported a position in iShares Russell 2000 Growth ETF in Q2 2024 and has held it in 9 quarters since.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on SIMA Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.