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

Sovran 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	$249K	Sell	670 -4	-0.6%	-$1.46K	0.02%	531
2026 Q1	$243K	Hold	674	–	–	0.02%	505
2025 Q4	$235K	Hold	674	–	–	0.02%	498
2025 Q3	$221K	Buy	+674	New	+$203K	0.02%	488
2025 Q1	–	Sell	-723	Closed	-$207K	–	468
2024 Q4	$207K	Buy	+723	New	+$214K	0.03%	401

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

Sovran Advisors's IWO Position: Q2 2026 in Review

Sovran Advisors reduced its iShares Russell 2000 Growth ETF (IWO) stake by 0.59% in Q2 2026, selling an estimated $1.46K and leaving 670 shares worth $249K. The position accounts for 0.02% of the portfolio, ranked #531.

Sovran Advisors first reported a position in IWO in Q4 2024 and has held it in 5 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Sovran Advisors held 670 shares of iShares Russell 2000 Growth ETF worth $249K as of Q2 2026.
Sovran Advisors sold 4 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $1.46K.
iShares Russell 2000 Growth ETF made up 0.02% of Sovran Advisors's portfolio in Q2 2026, its #531 holding.
Sovran Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2024 and has held it in 5 quarters since.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.