Smithbridge Asset Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Smithbridge Asset 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	$446K	Hold	1,131	–	–	0.06%	134
2026 Q1	$355K	Sell	1,131 -1,126	-50%	-$375K	0.05%	152
2025 Q4	$729K	Hold	2,257	–	–	0.06%	125
2025 Q3	$722K	Hold	2,257	–	–	0.11%	104
2025 Q2	$645K	Hold	2,257	–	–	0.11%	95
2025 Q1	$577K	Buy	+2,257	New	+$637K	0.11%	100
2024 Q3	$641K	Buy	2,257 +1,126	+100%	+$308K	0.11%	111
2024 Q2	$297K	Hold	1,131	–	–	0.06%	124
2024 Q1	$306K	Hold	1,131	–	–	0.06%	123
2023 Q4	$285K	Hold	1,131	–	–	0.06%	126
2023 Q3	$254K	Hold	1,131	–	–	0.06%	130
2023 Q2	$274K	Hold	1,131	–	–	0.06%	127
2023 Q1	$257K	Hold	1,131	–	–	0.06%	125
2022 Q4	$243K	Buy	+1,131	New	+$248K	0.06%	127

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

Smithbridge Asset Management's IWO Position: Q2 2026 in Review

Smithbridge Asset Management held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 1,131 shares worth $446K. The position accounts for 0.06% of the portfolio, ranked #134.

Smithbridge Asset Management first reported a position in IWO in Q4 2022 and has held it in 14 quarters since. The position peaked at $729K in Q4 2025. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Smithbridge Asset Management held 1,131 shares of iShares Russell 2000 Growth ETF worth $446K as of Q2 2026.
Smithbridge Asset Management left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.06% of Smithbridge Asset Management's portfolio in Q2 2026, its #134 holding.
Smithbridge Asset Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2022 and has held it in 14 quarters since.
Smithbridge Asset Management's iShares Russell 2000 Growth ETF position peaked at $729K in Q4 2025.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Smithbridge Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.