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

Toth Financial Advisory’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	$1.18K	Sell	3 -100	-97%	-$36.5K	﹤0.01%	809
2026 Q1	$32.3K	Buy	+103	New	+$34.3K	﹤0.01%	419
2024 Q3	–	Sell	-5	Closed	-$1.31K	–	737
2024 Q2	$1.31K	Hold	5	–	–	﹤0.01%	667
2024 Q1	$1.35K	Hold	5	–	–	﹤0.01%	659
2023 Q4	$1.26K	Hold	5	–	–	﹤0.01%	675
2023 Q3	$1.12K	Hold	5	–	–	﹤0.01%	710
2023 Q2	$1.21K	Hold	5	–	–	﹤0.01%	712
2023 Q1	$1.14K	Hold	5	–	–	﹤0.01%	743
2022 Q4	$1.07K	Hold	5	–	–	﹤0.01%	661
2022 Q3	$1K	Hold	5	–	–	﹤0.01%	697
2022 Q2	$1K	Hold	5	–	–	﹤0.01%	652
2022 Q1	$1K	Hold	5	–	–	﹤0.01%	671
2021 Q4	$1K	Hold	5	–	–	﹤0.01%	697
2021 Q3	$1K	Hold	5	–	–	﹤0.01%	711
2021 Q2	$2K	Hold	5	–	–	﹤0.01%	596
2021 Q1	$2K	Hold	5	–	–	﹤0.01%	594
2020 Q4	$1K	Buy	+5	New	+$1.27K	﹤0.01%	575

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

Toth Financial Advisory's IWO Position: Q2 2026 in Review

Toth Financial Advisory reduced its iShares Russell 2000 Growth ETF (IWO) stake by 97% in Q2 2026, selling an estimated $36.5K and leaving 3 shares worth $1.18K. The position accounts for ﹤0.01% of the portfolio, ranked #809.

Toth Financial Advisory first reported a position in IWO in Q4 2020 and has held it in 17 quarters since. The position peaked at $32.3K in Q1 2026. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Toth Financial Advisory held 3 shares of iShares Russell 2000 Growth ETF worth $1.18K as of Q2 2026.
Toth Financial Advisory sold 100 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $36.5K.
iShares Russell 2000 Growth ETF made up ﹤0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #809 holding.
Toth Financial Advisory first reported a position in iShares Russell 2000 Growth ETF in Q4 2020 and has held it in 17 quarters since.
Toth Financial Advisory's iShares Russell 2000 Growth ETF position peaked at $32.3K in Q1 2026.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.