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

Smith Salley 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	$451K	Sell	1,144 -129	-10%	-$47.1K	0.02%	203
2026 Q1	$399K	Buy	1,273 +129	+11%	+$42.9K	0.02%	201
2025 Q4	$370K	Buy	1,144 +40	+4%	+$13K	0.02%	209
2025 Q3	$353K	Hold	1,104	–	–	0.02%	206
2025 Q2	$316K	Hold	1,104	–	–	0.02%	214
2025 Q1	$282K	Hold	1,104	–	–	0.02%	209
2024 Q4	$318K	Hold	1,104	–	–	0.02%	204
2024 Q3	$314K	Buy	+1,104	New	+$302K	0.02%	204
2024 Q1	–	Sell	-1,104	Closed	-$278K	–	241
2023 Q4	$278K	Hold	1,104	–	–	0.02%	220
2023 Q3	$247K	Hold	1,104	–	–	0.02%	215
2023 Q2	$268K	Hold	1,104	–	–	0.02%	206
2023 Q1	$250K	Hold	1,104	–	–	0.02%	207
2022 Q4	$237K	Hold	1,104	–	–	0.02%	205
2022 Q3	$228K	Hold	1,104	–	–	0.02%	198
2022 Q2	$228K	Buy	+1,104	New	+$246K	0.02%	206

Other funds holding IWO

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

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 Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Smith Salley Wealth Management's IWO Position: Q2 2026 in Review

Smith Salley Wealth Management reduced its iShares Russell 2000 Growth ETF (IWO) stake by 10% in Q2 2026, selling an estimated $47.1K and leaving 1,144 shares worth $451K. The position accounts for 0.02% of the portfolio, ranked #203.

Smith Salley Wealth Management first reported a position in IWO in Q2 2022 and has held it in 15 quarters since. 342 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Smith Salley Wealth Management held 1,144 shares of iShares Russell 2000 Growth ETF worth $451K as of Q2 2026.
Smith Salley Wealth Management sold 129 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $47.1K.
iShares Russell 2000 Growth ETF made up 0.02% of Smith Salley Wealth Management's portfolio in Q2 2026, its #203 holding.
Smith Salley Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q2 2022 and has held it in 15 quarters since.
342 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.