Syntax Research’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Syntax Research’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	$57.5K	Hold	146	–	–	0.04%	89
2026 Q1	$45.8K	Hold	146	–	–	0.03%	94
2025 Q4	$47.2K	Hold	146	–	–	0.03%	94
2025 Q3	$46.7K	Hold	146	–	–	0.03%	94
2025 Q2	$41.7K	Hold	146	–	–	0.03%	90
2025 Q1	$37.3K	Hold	146	–	–	0.03%	95
2024 Q4	$42K	Hold	146	–	–	0.03%	92
2024 Q3	$41.5K	Hold	146	–	–	0.03%	98
2024 Q2	$38.3K	Hold	146	–	–	0.03%	91
2024 Q1	$39.5K	Hold	146	–	–	0.03%	93
2023 Q4	$36.8K	Hold	146	–	–	0.03%	95
2023 Q3	$32.7K	Buy	+146	New	+$34.9K	0.03%	106

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

Syntax Research's IWO Position: Q2 2026 in Review

Syntax Research held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 146 shares worth $57.5K. The position accounts for 0.04% of the portfolio, ranked #89.

Syntax Research first reported a position in IWO in Q3 2023 and has held it in 12 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Syntax Research held 146 shares of iShares Russell 2000 Growth ETF worth $57.5K as of Q2 2026.
Syntax Research left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.04% of Syntax Research's portfolio in Q2 2026, its #89 holding.
Syntax Research first reported a position in iShares Russell 2000 Growth ETF in Q3 2023 and has held it in 12 quarters since.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Syntax Research's 13F filing for Q2 2026, filed 31 Jul 2026.