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 Q3	$1.07K	Hold	3	–	–	﹤0.01%	942
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

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return

LWM Advisors El Dorado Hills, California $132M AUM 13.37% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Echo45 Advisors Walnut Creek, California $219M AUM 13.71% 1-Year Est. Return

MBT

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return

Toth Financial Advisory's IWO Position: Q3 2026 in Review

Toth Financial Advisory held its iShares Russell 2000 Growth ETF (IWO) position steady in Q3 2026 at 3 shares worth $1.07K. The position accounts for ﹤0.01% of the portfolio, ranked #942.

Toth Financial Advisory first reported a position in IWO in Q4 2020 and has held it in 18 quarters since. The position peaked at $32.3K in Q1 2026. 40 funds tracked by Wall St. Rank hold IWO as of Q3 2026.

Toth Financial Advisory held 3 shares of iShares Russell 2000 Growth ETF worth $1.07K as of Q3 2026.
Toth Financial Advisory left its iShares Russell 2000 Growth ETF share count unchanged in Q3 2026.
iShares Russell 2000 Growth ETF made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #942 holding.
Toth Financial Advisory first reported a position in iShares Russell 2000 Growth ETF in Q4 2020 and has held it in 18 quarters since.
Toth Financial Advisory's iShares Russell 2000 Growth ETF position peaked at $32.3K in Q1 2026.
40 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.