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

Strategies 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 		$706K Sell
1,791
-29
-2% -$10.6K 0.06% 97
2026
Q1 		$571K Sell
1,820
-485
-21% -$161K 0.06% 93
2025
Q4 		$745K Sell
2,305
-212
-8% -$69K 0.07% 70
2025
Q3 		$805K Buy
2,517
+31
+1% +$9.35K 0.08% 72
2025
Q2 		$711K Sell
2,486
-290
-10% -$76.3K 0.08% 77
2025
Q1 		$709K Buy
2,776
+1,275
+85% +$360K 0.09% 71
2024
Q4 		$447K Buy
1,501
+4
+0.3% +$1.18K 0.06% 86
2024
Q3 		$425K Sell
1,497
-3
-0.2% -$822 0.06% 70
2024
Q2 		$394K Sell
1,500
-1,047
-41% -$272K 0.06% 67
2024
Q1 		$690K Buy
+2,547
New +$651K 0.11% 50
2022
Q1 		– Sell
-773
Closed -$226K – 88
2021
Q4 		$226K Buy
+773
New +$233K 0.06% 76

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

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

Strategies Wealth Advisors reduced its iShares Russell 2000 Growth ETF (IWO) stake by 1.6% in Q2 2026, selling an estimated $10.6K and leaving 1,791 shares worth $706K. The position accounts for 0.06% of the portfolio, ranked #97.

Strategies Wealth Advisors first reported a position in IWO in Q4 2021 and has held it in 11 quarters since. The position peaked at $805K in Q3 2025. 1,106 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Strategies Wealth Advisors held 1,791 shares of iShares Russell 2000 Growth ETF worth $706K as of Q2 2026.
  • Strategies Wealth Advisors sold 29 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $10.6K.
  • iShares Russell 2000 Growth ETF made up 0.06% of Strategies Wealth Advisors's portfolio in Q2 2026, its #97 holding.
  • Strategies Wealth Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2021 and has held it in 11 quarters since.
  • Strategies Wealth Advisors's iShares Russell 2000 Growth ETF position peaked at $805K in Q3 2025.
  • 1,106 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Strategies Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.