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

Tobias Financial 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 		$16.8M Buy
42,656
+251
+0.6% +$91.6K 2.13% 16
2026
Q1 		$13.3M Sell
42,405
-1,044
-2% -$347K 1.85% 16
2025
Q4 		$14M Buy
43,449
+634
+1% +$206K 1.98% 15
2025
Q3 		$13.7M Buy
42,815
+3,962
+10% +$1.2M 2.08% 15
2025
Q2 		$11.1M Buy
38,853
+1,169
+3% +$308K 1.9% 14
2025
Q1 		$9.63M Sell
37,684
-84
-0.2% -$23.7K 1.87% 14
2024
Q4 		$10.9M Buy
37,768
+840
+2% +$248K 2.19% 12
2024
Q3 		$10.5M Buy
36,928
+1,130
+3% +$310K 2.1% 12
2024
Q2 		$9.4M Buy
35,798
+2,857
+9% +$742K 2.03% 13
2024
Q1 		$8.92M Buy
32,941
+780
+2% +$199K 2.02% 14
2023
Q4 		$8.11M Buy
32,161
+774
+2% +$174K 1.98% 12
2023
Q3 		$7.04M Buy
31,387
+9,942
+46% +$2.38M 1.85% 15
2023
Q2 		$5.2M Buy
21,445
+650
+3% +$149K 1.4% 21
2023
Q1 		$4.72M Buy
20,795
+1,012
+5% +$231K 1.38% 22
2022
Q4 		$4.24M Buy
19,783
+135
+0.7% +$29.6K 1.39% 25
2022
Q3 		$4.06M Buy
19,648
+2,038
+12% +$459K 1.43% 22
2022
Q2 		$3.63M Buy
17,610
+1,437
+9% +$320K 1.22% 23
2022
Q1 		$4.14M Buy
+16,173
New +$4.14M 1.43% 21
2021
Q4 		– Sell
-15,492
Closed -$4.55M – 94
2021
Q3 		$4.55M Buy
15,492
+1,594
+11% +$479K 1.7% 18
2021
Q2 		$4.33M Buy
13,898
+672
+5% +$202K 1.72% 19
2021
Q1 		$3.98M Sell
13,226
-2,496
-16% -$775K 1.69% 18
2020
Q4 		$4.51M Sell
15,722
-73
-0.5% -$18.6K 2.06% 14
2020
Q3 		$3.5M Buy
15,795
+410
+3% +$89.7K 1.92% 14
2020
Q2 		$3.18M Sell
15,385
-2,181
-12% -$408K 1.87% 14
2020
Q1 		$2.78M Buy
17,566
+1,063
+6% +$211K 2.01% 14
2019
Q4 		$3.54M Buy
+16,503
New +$3.35M 2.26% 15

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

Tobias Financial Advisors's IWO Position: Q2 2026 in Review

Tobias Financial Advisors increased its iShares Russell 2000 Growth ETF (IWO) stake by 0.59% in Q2 2026, buying an estimated $91.6K and bringing the position to 42,656 shares worth $16.8M. The position accounts for 2.13% of the portfolio, ranked #16.

Tobias Financial Advisors first reported a position in IWO in Q4 2019 and has held it in 26 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Tobias Financial Advisors held 42,656 shares of iShares Russell 2000 Growth ETF worth $16.8M as of Q2 2026.
  • Tobias Financial Advisors bought 251 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $91.6K.
  • iShares Russell 2000 Growth ETF made up 2.13% of Tobias Financial Advisors's portfolio in Q2 2026, its #16 holding.
  • Tobias Financial Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Tobias Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.