Towerpoint Wealth’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Towerpoint Wealth’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	$383K	Hold	973	–	–	0.13%	78
2026 Q1	$305K	Sell	973 -6	-0.6%	-$2K	0.12%	73
2025 Q4	$316K	Sell	979 -46	-4%	-$15K	0.13%	71
2025 Q3	$328K	Sell	1,025 -2	-0.2%	-$603	0.13%	70
2025 Q2	$294K	Buy	+1,027	New	+$270K	0.13%	75
2022 Q2	–	Sell	-845	Closed	-$216K	–	92
2022 Q1	$216K	Sell	845 -170	-17%	-$43.5K	0.11%	82
2021 Q4	$297K	Sell	1,015 -110	-10%	-$33.2K	0.14%	68
2021 Q3	$330K	Sell	1,125 -341	-23%	-$102K	0.16%	59
2021 Q2	$457K	Sell	1,466 -64	-4%	-$19.3K	0.23%	50
2021 Q1	$460K	Sell	1,530 -140	-8%	-$43.5K	0.22%	49
2020 Q4	$479K	Sell	1,670 -20	-1%	-$5.1K	0.24%	44
2020 Q3	$374K	Sell	1,690 -210	-11%	-$46K	0.21%	44
2020 Q2	$393K	Sell	1,900 -35	-2%	-$6.55K	0.24%	42
2020 Q1	$306K	Sell	1,935 -25	-1%	-$4.96K	0.24%	41
2019 Q4	$420K	Sell	1,960 -10	-0.5%	-$2.03K	0.28%	34
2019 Q3	$380K	Sell	1,970 -25	-1%	-$4.96K	0.26%	34
2019 Q2	$406K	Sell	1,995 -30	-1%	-$5.93K	0.28%	32
2019 Q1	$398K	Hold	2,025	–	–	0.28%	33
2018 Q4	$340K	Sell	2,025 -378	-16%	-$70.5K	0.27%	34
2018 Q3	$517K	Sell	2,403 -45	-2%	-$9.59K	0.43%	22
2018 Q2	$500K	Sell	2,448 -380	-13%	-$76K	0.47%	23
2018 Q1	$539K	Hold	2,828	–	–	0.6%	24
2017 Q4	$528K	Buy	+2,828	New	+$516K	0.7%	21

Other funds holding IWO

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

FHC

First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Towerpoint Wealth's IWO Position: Q2 2026 in Review

Towerpoint Wealth held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 973 shares worth $383K. The position accounts for 0.13% of the portfolio, ranked #78.

Towerpoint Wealth first reported a position in IWO in Q4 2017 and has held it in 23 quarters since. The position peaked at $539K in Q1 2018. 301 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Towerpoint Wealth held 973 shares of iShares Russell 2000 Growth ETF worth $383K as of Q2 2026.
Towerpoint Wealth left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.13% of Towerpoint Wealth's portfolio in Q2 2026, its #78 holding.
Towerpoint Wealth first reported a position in iShares Russell 2000 Growth ETF in Q4 2017 and has held it in 23 quarters since.
Towerpoint Wealth's iShares Russell 2000 Growth ETF position peaked at $539K in Q1 2018.
301 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Towerpoint Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.