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Sowell Financial Services’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Sowell Financial Services’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 		$1.78M Sell
4,527
-7,359
-62% -$2.69M 0.06% 336
2026
Q1 		$3.73M Buy
11,886
+3,443
+41% +$1.15M 0.14% 162
2025
Q4 		$2.73M Sell
8,443
-409
-5% -$133K 0.1% 211
2025
Q3 		$2.83M Buy
8,852
+779
+10% +$235K 0.11% 197
2025
Q2 		$2.31M Sell
8,073
-3,120
-28% -$821K 0.09% 221
2025
Q1 		$2.86M Buy
+11,193
New +$3.16M 0.13% 161
2024
Q3 		– Sell
-11,728
Closed -$3.08M – 564
2024
Q2 		$3.08M Buy
11,728
+282
+2% +$73.2K 0.15% 155
2024
Q1 		$3.1M Buy
+11,446
New +$2.92M 0.15% 162
2023
Q4 		– Sell
-10,479
Closed -$2.35M – 559
2023
Q3 		$2.35M Buy
+10,479
New +$2.51M 0.15% 159
2021
Q2 		– Sell
-452
Closed -$133K – 1629
2021
Q1 		$133K Sell
452
-54
-11% -$16.8K ﹤0.01% 1248
2020
Q4 		$145K Buy
506
+35
+7% +$8.92K 0.01% 992
2020
Q3 		$104K Buy
471
+118
+33% +$25.8K 0.01% 961
2020
Q2 		$73K Sell
353
-46
-12% -$8.6K ﹤0.01% 1061
2020
Q1 		$63K Sell
399
-20
-5% -$3.97K ﹤0.01% 975
2019
Q4 		$90K Sell
419
-11
-3% -$2.23K 0.01% 953
2019
Q3 		$83K Buy
+430
New +$85.3K 0.01% 879
2019
Q1 		$862K Buy
4,384
+1,420
+48% +$270K 0.1% 224
2018
Q4 		$498K Buy
+2,964
New +$553K 0.07% 271
2018
Q3 		– Sell
-4,909
Closed -$1.03M – 419
2018
Q2 		$1.03M Buy
4,909
+53
+1% +$10.6K 0.22% 109
2018
Q1 		$937K Buy
+4,856
New +$933K 0.23% 99
2017
Q1 		– Sell
-6,313
Closed -$1.02M – 416
2016
Q4 		$1.02M Buy
+6,313
New +$942K 0.34% 73

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

Sowell Financial Services's IWO Position: Q2 2026 in Review

Sowell Financial Services reduced its iShares Russell 2000 Growth ETF (IWO) stake by 62% in Q2 2026, selling an estimated $2.69M and leaving 4,527 shares worth $1.78M. The position accounts for 0.06% of the portfolio, ranked #336.

Sowell Financial Services first reported a position in IWO in Q4 2016 and has held it in 21 quarters since. The position peaked at $3.73M in Q1 2026. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Sowell Financial Services held 4,527 shares of iShares Russell 2000 Growth ETF worth $1.78M as of Q2 2026.
  • Sowell Financial Services sold 7,359 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $2.69M.
  • iShares Russell 2000 Growth ETF made up 0.06% of Sowell Financial Services's portfolio in Q2 2026, its #336 holding.
  • Sowell Financial Services first reported a position in iShares Russell 2000 Growth ETF in Q4 2016 and has held it in 21 quarters since.
  • Sowell Financial Services's iShares Russell 2000 Growth ETF position peaked at $3.73M in Q1 2026.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.