Sunpointe’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Sunpointe’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	$335K	Hold	850	–	–	0.1%	182
2026 Q1	$267K	Hold	850	–	–	0.09%	213
2025 Q4	$275K	Hold	850	–	–	0.09%	198
2025 Q3	$272K	Hold	850	–	–	0.1%	198
2025 Q2	$243K	Hold	850	–	–	0.1%	195
2025 Q1	$217K	Hold	850	–	–	0.12%	166
2024 Q4	$245K	Hold	850	–	–	0.12%	152
2024 Q3	$241K	Hold	850	–	–	0.2%	135
2024 Q2	$223K	Hold	850	–	–	0.15%	136
2024 Q1	$230K	Hold	850	–	–	0.26%	117
2023 Q4	$214K	Buy	+850	New	+$192K	0.27%	114

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

Sunpointe's IWO Position: Q2 2026 in Review

Sunpointe held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 850 shares worth $335K. The position accounts for 0.1% of the portfolio, ranked #182.

Sunpointe first reported a position in IWO in Q4 2023 and has held it in 11 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Sunpointe held 850 shares of iShares Russell 2000 Growth ETF worth $335K as of Q2 2026.
Sunpointe left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.1% of Sunpointe's portfolio in Q2 2026, its #182 holding.
Sunpointe first reported a position in iShares Russell 2000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Sunpointe's 13F filing for Q2 2026, filed 24 Jul 2026.