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

Tidemark’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	$151K	Buy	384 +12	+3%	+$4.38K	0.03%	183
2026 Q1	$117K	Hold	372	–	–	0.03%	178
2025 Q4	$120K	Buy	372 +1	+0.3%	+$325	0.03%	165
2025 Q3	$119K	Buy	371 +1	+0.3%	+$302	0.03%	174
2025 Q2	$106K	Hold	370	–	–	0.03%	175
2025 Q1	$94.6K	Buy	370 +1	+0.3%	+$282	0.03%	177
2024 Q4	$106K	Buy	369 +1	+0.3%	+$296	0.04%	170
2024 Q3	$105K	Buy	368 +1	+0.3%	+$274	0.04%	159
2024 Q2	$96.5K	Hold	367	–	–	0.04%	158
2024 Q1	$99.4K	Buy	367 +5	+1%	+$1.28K	0.06%	173
2023 Q4	$91.4K	Buy	+362	New	+$81.6K	0.06%	171

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

Tidemark's IWO Position: Q2 2026 in Review

Tidemark increased its iShares Russell 2000 Growth ETF (IWO) stake by 3.2% in Q2 2026, buying an estimated $4.38K and bringing the position to 384 shares worth $151K. The position accounts for 0.03% of the portfolio, ranked #183.

Tidemark 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.

Tidemark held 384 shares of iShares Russell 2000 Growth ETF worth $151K as of Q2 2026.
Tidemark bought 12 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $4.38K.
iShares Russell 2000 Growth ETF made up 0.03% of Tidemark's portfolio in Q2 2026, its #183 holding.
Tidemark 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 Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.