Stratos Investment Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Stratos Investment Management’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	$312K	Hold	792	–	–	0.01%	314
2026 Q1	$249K	Sell	792 -500	-39%	-$166K	0.01%	332
2025 Q4	$417K	Buy	1,292 +2	+0.2%	+$650	0.02%	254
2025 Q3	$413K	Buy	1,290 +2	+0.2%	+$603	0.02%	261
2025 Q2	$368K	Sell	1,288 -1,279	-50%	-$337K	0.02%	281
2025 Q1	$656K	Sell	2,567 -48	-2%	-$13.5K	0.04%	191
2024 Q4	$753K	Buy	+2,615	New	+$774K	0.05%	143
2022 Q2	–	Sell	-823	Closed	-$210K	–	160
2022 Q1	$210K	Sell	823 -112	-12%	-$28.7K	0.03%	161
2021 Q4	$274K	Sell	935 -650	-41%	-$196K	0.04%	163
2021 Q3	$466K	Buy	+1,585	New	+$476K	0.08%	149

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

Stratos Investment Management's IWO Position: Q2 2026 in Review

Stratos Investment Management held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 792 shares worth $312K. The position accounts for 0.01% of the portfolio, ranked #314.

Stratos Investment Management first reported a position in IWO in Q3 2021 and has held it in 10 quarters since. The position peaked at $753K in Q4 2024. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Stratos Investment Management held 792 shares of iShares Russell 2000 Growth ETF worth $312K as of Q2 2026.
Stratos Investment Management left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.01% of Stratos Investment Management's portfolio in Q2 2026, its #314 holding.
Stratos Investment Management first reported a position in iShares Russell 2000 Growth ETF in Q3 2021 and has held it in 10 quarters since.
Stratos Investment Management's iShares Russell 2000 Growth ETF position peaked at $753K in Q4 2024.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Stratos Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.