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

Tradition Wealth Management’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 		$4.59M Sell
11,654
-74
-0.6% -$27K 0.28% 81
2026
Q1 		$3.68M Buy
11,728
+51
+0.4% +$17K 0.26% 81
2025
Q4 		$3.77M Sell
11,677
-1
-0% -$325 0.27% 84
2025
Q3 		$3.74M Sell
11,678
-11
-0.1% -$3.32K 0.28% 82
2025
Q2 		$3.34M Buy
11,689
+1
+0% +$263 0.27% 82
2025
Q1 		$2.99M Sell
11,688
-206
-2% -$58.1K 0.26% 83
2024
Q4 		$3.42M Sell
11,894
-152
-1% -$45K 0.3% 75
2024
Q3 		$3.42M Sell
12,046
-146
-1% -$40K 0.3% 74
2024
Q2 		$3.2M Sell
12,192
-66
-0.5% -$17.1K 0.31% 74
2024
Q1 		$3.32M Buy
+12,258
New +$3.13M 0.34% 66
2022
Q2 		– Sell
-13,175
Closed -$3.37M – 1115
2022
Q1 		$3.37M Buy
13,175
+38
+0.3% +$9.73K 0.43% 59
2021
Q4 		$3.85M Sell
13,137
-2,608
-17% -$786K 0.48% 56
2021
Q3 		$4.62M Buy
15,745
+5,066
+47% +$1.52M 0.66% 46
2021
Q2 		$3.33M Buy
10,679
+2,618
+32% +$788K 0.5% 56
2021
Q1 		$2.42M Buy
8,061
+165
+2% +$51.2K 0.42% 69
2020
Q4 		$2.26M Buy
+7,896
New +$2.01M 0.44% 60

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

Tradition Wealth Management's IWO Position: Q2 2026 in Review

Tradition Wealth Management reduced its iShares Russell 2000 Growth ETF (IWO) stake by 0.63% in Q2 2026, selling an estimated $27K and leaving 11,654 shares worth $4.59M. The position accounts for 0.28% of the portfolio, ranked #81.

Tradition Wealth Management first reported a position in IWO in Q4 2020 and has held it in 16 quarters since. The position peaked at $4.62M in Q3 2021. 1,106 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Tradition Wealth Management held 11,654 shares of iShares Russell 2000 Growth ETF worth $4.59M as of Q2 2026.
  • Tradition Wealth Management sold 74 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $27K.
  • iShares Russell 2000 Growth ETF made up 0.28% of Tradition Wealth Management's portfolio in Q2 2026, its #81 holding.
  • Tradition Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2020 and has held it in 16 quarters since.
  • Tradition Wealth Management's iShares Russell 2000 Growth ETF position peaked at $4.62M in Q3 2021.
  • 1,106 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.