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

Stratos 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 		$207K Buy
+524
New +$191K 0.01% 609
2026
Q1 		– Sell
-1,638
Closed -$529K – 644
2025
Q4 		$529K Sell
1,638
-38
-2% -$12.4K 0.03% 421
2025
Q3 		$537K Hold
1,676
– – 0.03% 450
2025
Q2 		$479K Buy
1,676
+12
+0.7% +$3.16K 0.03% 458
2025
Q1 		$425K Buy
+1,664
New +$470K 0.02% 472
2024
Q4 		– Sell
-3,198
Closed -$908K – 751
2024
Q3 		$908K Buy
+3,198
New +$876K 0.04% 374
2024
Q1 		– Sell
-1,693
Closed -$427K – 701
2023
Q4 		$427K Sell
1,693
-124
-7% -$28K 0.02% 490
2023
Q3 		$407K Buy
1,817
+699
+63% +$167K 0.03% 461
2023
Q2 		$271K Buy
+1,118
New +$256K 0.02% 532
2022
Q2 		– Sell
-1,047
Closed -$268K – 530
2022
Q1 		$268K Sell
1,047
-10,087
-91% -$2.58M 0.02% 462
2021
Q4 		$3.26M Buy
11,134
+3,582
+47% +$1.08M 0.23% 124
2021
Q3 		$2.22M Buy
7,552
+2,229
+42% +$670K 0.19% 149
2021
Q2 		$1.66M Buy
5,323
+445
+9% +$134K 0.15% 182
2021
Q1 		$1.47M Sell
4,878
-151
-3% -$46.9K 0.16% 168
2020
Q4 		$1.44M Buy
+5,029
New +$1.28M 0.2% 124

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

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

Stratos Wealth Advisors opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q2 2026: 524 shares worth $207K. The stake represents 0.01% of the portfolio and ranks #609 among its holdings. This is a return to the name: Stratos Wealth Advisors previously reported a position in IWO as recently as Q4 2025.

Stratos Wealth Advisors first reported a position in IWO in Q4 2020 and has held it in 15 quarters since. The position peaked at $3.26M in Q4 2021. 1,106 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Stratos Wealth Advisors held 524 shares of iShares Russell 2000 Growth ETF worth $207K as of Q2 2026.
  • iShares Russell 2000 Growth ETF was a new Stratos Wealth Advisors position in Q2 2026.
  • iShares Russell 2000 Growth ETF made up 0.01% of Stratos Wealth Advisors's portfolio in Q2 2026, its #609 holding.
  • Stratos Wealth Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2020 and has held it in 15 quarters since.
  • Stratos Wealth Advisors's iShares Russell 2000 Growth ETF position peaked at $3.26M in Q4 2021.
  • 1,106 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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