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Symphony Financial’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Symphony Financial’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 		$898K Buy
2,298
+203
+10% +$74.1K 0.1% 137
2026
Q1 		$644K Buy
2,095
+56
+3% +$18.6K 0.09% 143
2025
Q4 		$664K Buy
+2,039
New +$663K 0.09% 137

Other funds holding IWO

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
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 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
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Symphony Financial's IWO Position: Q2 2026 in Review

Symphony Financial increased its iShares Russell 2000 Growth ETF (IWO) stake by 9.7% in Q2 2026, buying an estimated $74.1K and bringing the position to 2,298 shares worth $898K. The position accounts for 0.1% of the portfolio, ranked #137.

Symphony Financial first reported a position in IWO in Q4 2025 and has held it in 3 quarters since. 970 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Symphony Financial held 2,298 shares of iShares Russell 2000 Growth ETF worth $898K as of Q2 2026.
  • Symphony Financial bought 203 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $74.1K.
  • iShares Russell 2000 Growth ETF made up 0.1% of Symphony Financial's portfolio in Q2 2026, its #137 holding.
  • Symphony Financial first reported a position in iShares Russell 2000 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 970 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.