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

SkyOak Wealth’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 		$878K Sell
2,229
-4
-0.2% -$1.46K 0.14% 97
2026
Q1 		$701K Hold
2,233
– – 0.13% 103
2025
Q4 		$721K Sell
2,233
-36
-2% -$11.7K 0.13% 105
2025
Q3 		$726K Sell
2,269
-45
-2% -$13.6K 0.14% 99
2025
Q2 		$661K Sell
2,314
-41
-2% -$10.8K 0.13% 100
2025
Q1 		$602K Sell
2,355
-158
-6% -$44.6K 0.13% 99
2024
Q4 		$723K Sell
2,513
-131
-5% -$38.8K 0.15% 89
2024
Q3 		$751K Sell
2,644
-12
-0.5% -$3.29K 0.17% 87
2024
Q2 		$697K Sell
2,656
-144
-5% -$37.4K 0.16% 91
2024
Q1 		$758K Sell
2,800
-108
-4% -$27.6K 0.18% 91
2023
Q4 		$733K Sell
2,908
-50
-2% -$11.3K 0.19% 92
2023
Q3 		$663K Sell
2,958
-133
-4% -$31.8K 0.19% 91
2023
Q2 		$750K Sell
3,091
-128
-4% -$29.3K 0.21% 90
2023
Q1 		$730K Sell
3,219
-69
-2% -$15.8K 0.22% 92
2022
Q4 		$705K Buy
3,288
+31
+1% +$6.79K 0.24% 88
2022
Q3 		$673K Buy
3,257
+22
+0.7% +$4.95K 0.24% 95
2022
Q2 		$667K Sell
3,235
-28,100
-90% -$6.27M 0.23% 97
2022
Q1 		$8.01M Buy
31,335
+3,927
+14% +$1.01M 2.23% 9
2021
Q4 		$8.03M Buy
+27,408
New +$8.26M 2.04% 8
2020
Q1 		– Sell
-980
Closed -$210K – 254
2019
Q4 		$210K Buy
+980
New +$199K 0.07% 279

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

SkyOak Wealth's IWO Position: Q2 2026 in Review

SkyOak Wealth reduced its iShares Russell 2000 Growth ETF (IWO) stake by 0.18% in Q2 2026, selling an estimated $1.46K and leaving 2,229 shares worth $878K. The position accounts for 0.14% of the portfolio, ranked #97.

SkyOak Wealth first reported a position in IWO in Q4 2019 and has held it in 20 quarters since. The position peaked at $8.03M in Q4 2021. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • SkyOak Wealth held 2,229 shares of iShares Russell 2000 Growth ETF worth $878K as of Q2 2026.
  • SkyOak Wealth sold 4 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $1.46K.
  • iShares Russell 2000 Growth ETF made up 0.14% of SkyOak Wealth's portfolio in Q2 2026, its #97 holding.
  • SkyOak Wealth first reported a position in iShares Russell 2000 Growth ETF in Q4 2019 and has held it in 20 quarters since.
  • SkyOak Wealth's iShares Russell 2000 Growth ETF position peaked at $8.03M in Q4 2021.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.