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Steward Partners Investment Advisory’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Steward Partners Investment Advisory’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 		$17.9M Buy
45,510
+373
+0.8% +$136K 0.09% 215
2026
Q1 		$14.2M Buy
45,137
+429
+1% +$143K 0.07% 256
2025
Q4 		$14.4M Buy
44,708
+581
+1% +$189K 0.08% 224
2025
Q3 		$14.1M Buy
44,127
+48
+0.1% +$14.5K 0.08% 211
2025
Q2 		$12.6M Buy
44,079
+8,914
+25% +$2.35M 0.1% 208
2025
Q1 		$8.99M Sell
35,165
-17,601
-33% -$4.97M 0.08% 254
2024
Q4 		$15.2M Buy
52,766
+16,830
+47% +$4.98M 0.13% 147
2024
Q3 		$10.2M Buy
35,936
+859
+2% +$235K 0.09% 211
2024
Q2 		$9.21M Buy
35,077
+1,335
+4% +$347K 0.1% 211
2024
Q1 		$9.14M Sell
33,742
-253
-0.7% -$64.6K 0.1% 212
2023
Q4 		$8.57M Buy
33,995
+3,898
+13% +$879K 0.12% 188
2023
Q3 		$6.75M Buy
30,097
+1,295
+4% +$310K 0.1% 206
2023
Q2 		$6.99M Sell
28,802
-90
-0.3% -$20.6K 0.1% 203
2023
Q1 		$6.55M Buy
28,892
+6,123
+27% +$1.4M 0.1% 209
2022
Q4 		$4.88M Buy
22,769
+1,025
+5% +$225K 0.08% 251
2022
Q3 		$4.49M Buy
21,744
+553
+3% +$124K 0.08% 256
2022
Q2 		$4.37M Buy
21,191
+5,211
+33% +$1.16M 0.08% 261
2022
Q1 		$4.09M Sell
15,980
-8,293
-34% -$2.12M 0.06% 307
2021
Q4 		$7.11M Buy
24,273
+2,342
+11% +$706K 0.11% 205
2021
Q3 		$6.44M Sell
21,931
-5,247
-19% -$1.58M 0.11% 207
2021
Q2 		$8.47M Sell
27,178
-6,569
-19% -$1.98M 0.14% 155
2021
Q1 		$10.1M Buy
33,747
+8,212
+32% +$2.55M 0.18% 134
2020
Q4 		$7.32M Sell
25,535
-3,833
-13% -$977K 0.16% 143
2020
Q3 		$6.51M Buy
29,368
+100
+0.3% +$21.9K 0.16% 141
2020
Q2 		$6.05M Buy
29,268
+5,519
+23% +$1.03M 0.17% 143
2020
Q1 		$3.76M Sell
23,749
-1,259
-5% -$250K 0.14% 172
2019
Q4 		$5.36M Buy
25,008
+1,192
+5% +$242K 0.16% 141
2019
Q3 		$4.59M Buy
23,816
+6,913
+41% +$1.37M 0.15% 148
2019
Q2 		$3.4M Buy
16,903
+6,586
+64% +$1.3M 0.12% 172
2019
Q1 		$2.03M Sell
10,317
-1,066
-9% -$203K 0.09% 230
2018
Q4 		$1.91M Sell
11,383
-257
-2% -$47.9K 0.09% 228
2018
Q3 		$2.5M Buy
11,640
+701
+6% +$149K 0.12% 189
2018
Q2 		$2.23M Buy
10,939
+219
+2% +$43.8K 0.13% 178
2018
Q1 		$2.04M Buy
10,720
+1,602
+18% +$308K 0.14% 166
2017
Q4 		$1.7M Buy
9,118
+7,925
+664% +$1.45M 0.13% 174
2017
Q3 		$213K Sell
1,193
-97
-8% -$16.5K 0.02% 433
2017
Q2 		$217K Hold
1,290
– – 0.02% 391
2017
Q1 		$208K Buy
+1,290
New +$205K 0.03% 316

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

Steward Partners Investment Advisory's IWO Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its iShares Russell 2000 Growth ETF (IWO) stake by 0.83% in Q2 2026, buying an estimated $136K and bringing the position to 45,510 shares worth $17.9M. The position accounts for 0.09% of the portfolio, ranked #215.

Steward Partners Investment Advisory first reported a position in IWO in Q1 2017 and has held it in 38 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Steward Partners Investment Advisory held 45,510 shares of iShares Russell 2000 Growth ETF worth $17.9M as of Q2 2026.
  • Steward Partners Investment Advisory bought 373 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $136K.
  • iShares Russell 2000 Growth ETF made up 0.09% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #215 holding.
  • Steward Partners Investment Advisory first reported a position in iShares Russell 2000 Growth ETF in Q1 2017 and has held it in 38 quarters since.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.