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

SOA Wealth Advisors’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 		$671K Sell
1,704
-306
-15% -$112K 0.11% 106
2026
Q1 		$631K Sell
2,010
-51
-2% -$17K 0.12% 101
2025
Q4 		$666K Buy
2,061
+312
+18% +$101K 0.11% 102
2025
Q3 		$560K Sell
1,749
-73
-4% -$22K 0.1% 112
2025
Q2 		$521K Sell
1,822
-148
-8% -$39K 0.1% 115
2025
Q1 		$503K Sell
1,970
-11
-0.6% -$3.1K 0.11% 113
2024
Q4 		$570K Sell
1,981
-42
-2% -$12.4K 0.11% 106
2024
Q3 		$575K Sell
2,023
-534
-21% -$146K 0.11% 104
2024
Q2 		$671K Sell
2,557
-653
-20% -$170K 0.14% 92
2024
Q1 		$869K Sell
3,210
-8
-0.2% -$2.04K 0.18% 74
2023
Q4 		$812K Buy
3,218
+289
+10% +$65.1K 0.18% 73
2023
Q3 		$656K Buy
2,929
+1
+0% +$239 0.16% 73
2023
Q2 		$710K Sell
2,928
-120
-4% -$27.5K 0.17% 70
2023
Q1 		$691K Sell
3,048
-37
-1% -$8.46K 0.17% 67
2022
Q4 		$662K Sell
3,085
-187
-6% -$41K 0.18% 69
2022
Q3 		$675K Buy
3,272
+146
+5% +$32.9K 0.2% 68
2022
Q2 		$645K Sell
3,126
-85
-3% -$19K 0.19% 73
2022
Q1 		$821K Sell
3,211
-145
-4% -$37.1K 0.2% 74
2021
Q4 		$987K Sell
3,356
-315
-9% -$94.9K 0.24% 69
2021
Q3 		$1.08M Buy
3,671
+437
+14% +$131K 0.28% 64
2021
Q2 		$1.01M Buy
3,234
+1,861
+136% +$560K 0.26% 66
2021
Q1 		$413K Buy
1,373
+243
+22% +$75.4K 0.12% 104
2020
Q4 		$376K Buy
+1,130
New +$288K 0.1% 104

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

SOA Wealth Advisors's IWO Position: Q2 2026 in Review

SOA Wealth Advisors reduced its iShares Russell 2000 Growth ETF (IWO) stake by 15% in Q2 2026, selling an estimated $112K and leaving 1,704 shares worth $671K. The position accounts for 0.11% of the portfolio, ranked #106.

SOA Wealth Advisors first reported a position in IWO in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.08M in Q3 2021. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • SOA Wealth Advisors held 1,704 shares of iShares Russell 2000 Growth ETF worth $671K as of Q2 2026.
  • SOA Wealth Advisors sold 306 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $112K.
  • iShares Russell 2000 Growth ETF made up 0.11% of SOA Wealth Advisors's portfolio in Q2 2026, its #106 holding.
  • SOA Wealth Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's iShares Russell 2000 Growth ETF position peaked at $1.08M in Q3 2021.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.