SVWAG
IWO icon

Sound View Wealth Advisors Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Sound View Wealth Advisors Group’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 		$926K Sell
2,352
-23
-1% -$8.39K 0.06% 206
2026
Q1 		$745K Buy
2,375
+2
+0.1% +$665 0.05% 225
2025
Q4 		$766K Sell
2,373
-23
-1% -$7.48K 0.05% 223
2025
Q3 		$767K Buy
2,396
+13
+0.5% +$3.92K 0.05% 226
2025
Q2 		$681K Sell
2,383
-39
-2% -$10.3K 0.05% 234
2025
Q1 		$619K Buy
2,422
+48
+2% +$13.5K 0.05% 230
2024
Q4 		$683K Sell
2,374
-426
-15% -$126K 0.06% 227
2024
Q3 		$795K Buy
2,800
+482
+21% +$132K 0.06% 208
2024
Q2 		$609K Sell
2,318
-7
-0.3% -$1.82K 0.06% 218
2024
Q1 		$630K Buy
2,325
+19
+0.8% +$4.86K 0.07% 216
2023
Q4 		$582K Buy
2,306
+18
+0.8% +$4.06K 0.06% 219
2023
Q3 		$513K Buy
2,288
+17
+0.7% +$4.07K 0.06% 215
2023
Q2 		$551K Buy
2,271
+43
+2% +$9.86K 0.07% 209
2023
Q1 		$505K Sell
2,228
-78
-3% -$17.8K 0.07% 216
2022
Q4 		$582K Buy
+2,306
New +$505K 0.06% 219
2022
Q2 		– Sell
-1,080
Closed -$276K – 285
2022
Q1 		$276K Buy
1,080
+20
+2% +$5.12K 0.05% 248
2021
Q4 		$311K Buy
1,060
+1
+0.1% +$301 0.06% 234
2021
Q3 		$311K Sell
1,059
-108
-9% -$32.4K 0.07% 227
2021
Q2 		$364K Buy
1,167
+94
+9% +$28.3K 0.08% 207
2021
Q1 		$323K Hold
1,073
– – 0.08% 207
2020
Q4 		$308K Hold
1,073
– – 0.08% 199
2020
Q3 		$238K Hold
1,073
– – 0.06% 223
2020
Q2 		$222K Buy
+1,073
New +$201K 0.06% 222
2020
Q1 		– Sell
-1,091
Closed -$234K – 226
2019
Q4 		$234K Hold
1,091
– – 0.07% 223
2019
Q3 		$210K Sell
1,091
-51
-4% -$10.1K 0.06% 232
2019
Q2 		$229K Buy
+1,142
New +$226K 0.07% 227

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

Sound View Wealth Advisors Group's IWO Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its iShares Russell 2000 Growth ETF (IWO) stake by 0.97% in Q2 2026, selling an estimated $8.39K and leaving 2,352 shares worth $926K. The position accounts for 0.06% of the portfolio, ranked #206.

Sound View Wealth Advisors Group first reported a position in IWO in Q2 2019 and has held it in 26 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Sound View Wealth Advisors Group held 2,352 shares of iShares Russell 2000 Growth ETF worth $926K as of Q2 2026.
  • Sound View Wealth Advisors Group sold 23 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $8.39K.
  • iShares Russell 2000 Growth ETF made up 0.06% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #206 holding.
  • Sound View Wealth Advisors Group first reported a position in iShares Russell 2000 Growth ETF in Q2 2019 and has held it in 26 quarters since.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.