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

SlateStone 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 		$420K Hold
1,066
– – 0.03% 233
2026
Q1 		$335K Sell
1,066
-22
-2% -$7.32K 0.03% 246
2025
Q4 		$351K Buy
1,088
+61
+6% +$19.8K 0.03% 244
2025
Q3 		$329K Hold
1,027
– – 0.03% 244
2025
Q2 		$294K Hold
1,027
– – 0.03% 251
2025
Q1 		$262K Hold
1,027
– – 0.03% 251
2024
Q4 		$296K Hold
1,027
– – 0.03% 244
2024
Q3 		$292K Sell
1,027
-1,100
-52% -$301K 0.03% 248
2024
Q2 		$558K Buy
2,127
+600
+39% +$156K 0.06% 198
2024
Q1 		$414K Buy
1,527
+500
+49% +$128K 0.04% 213
2023
Q4 		$259K Hold
1,027
– – 0.03% 209
2023
Q3 		$230K Hold
1,027
– – 0.03% 210
2023
Q2 		$249K Sell
1,027
-90
-8% -$20.6K 0.05% 189
2023
Q1 		$253K Hold
1,117
– – 0.05% 188
2022
Q4 		$240K Hold
1,117
– – 0.06% 181
2022
Q3 		$231K Hold
1,117
– – 0.06% 171
2022
Q2 		$230K Buy
+1,117
New +$249K 0.06% 173
2020
Q1 		– Sell
-7,895
Closed -$1.69M – 197
2019
Q4 		$1.69M Sell
7,895
-917
-10% -$186K 0.39% 70
2019
Q3 		$1.7M Sell
8,812
-705
-7% -$140K 0.5% 55
2019
Q2 		$1.91M Sell
9,517
-365
-4% -$72.2K 0.54% 49
2019
Q1 		$1.94M Buy
+9,882
New +$1.88M 0.6% 40

Other funds holding IWO

CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

SlateStone Wealth's IWO Position: Q2 2026 in Review

SlateStone Wealth held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 1,066 shares worth $420K. The position accounts for 0.03% of the portfolio, ranked #233.

SlateStone Wealth first reported a position in IWO in Q1 2019 and has held it in 21 quarters since. The position peaked at $1.94M in Q1 2019. 271 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • SlateStone Wealth held 1,066 shares of iShares Russell 2000 Growth ETF worth $420K as of Q2 2026.
  • SlateStone Wealth left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Growth ETF made up 0.03% of SlateStone Wealth's portfolio in Q2 2026, its #233 holding.
  • SlateStone Wealth first reported a position in iShares Russell 2000 Growth ETF in Q1 2019 and has held it in 21 quarters since.
  • SlateStone Wealth's iShares Russell 2000 Growth ETF position peaked at $1.94M in Q1 2019.
  • 271 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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