True North Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

True North 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	$587K	Sell	1,491 -463	-24%	-$169K	0.06%	160
2026 Q1	$613K	Hold	1,954	–	–	0.07%	144
2025 Q4	$631K	Buy	+1,954	New	+$636K	0.08%	141
2025 Q3	–	Sell	-3,658	Closed	-$1.05M	–	225
2025 Q2	$1.05M	Sell	3,658 -144	-4%	-$37.9K	0.2%	92
2025 Q1	$972K	Hold	3,802	–	–	0.17%	93
2024 Q4	$1.09M	Hold	3,802	–	–	0.26%	62
2024 Q3	$1.08M	Sell	3,802 -30	-0.8%	-$8.22K	0.28%	62
2024 Q2	$1.01M	Hold	3,832	–	–	0.27%	62
2024 Q1	$1.04M	Sell	3,832 -543	-12%	-$139K	0.29%	64
2023 Q4	$1.1M	Hold	4,375	–	–	0.28%	50
2023 Q3	$981K	Hold	4,375	–	–	0.3%	61
2023 Q2	$1.06M	Buy	4,375 +239	+6%	+$54.8K	0.3%	62
2023 Q1	$938K	Hold	4,136	–	–	0.28%	86
2022 Q4	$887K	Buy	4,136 +1,740	+73%	+$381K	0.3%	81
2022 Q3	$494K	Hold	2,396	–	–	0.16%	115
2022 Q2	$494K	Sell	2,396 -90	-4%	-$20.1K	0.15%	121
2022 Q1	$635K	Sell	2,486 -14	-0.6%	-$3.58K	0.17%	114
2021 Q4	$732K	Buy	2,500 +113	+5%	+$34.1K	0.12%	128
2021 Q3	$700K	Sell	2,387 -30	-1%	-$9.01K	0.14%	127
2021 Q2	$753K	Sell	2,417 -78	-3%	-$23.5K	0.16%	114
2021 Q1	$750K	Sell	2,495 -184	-7%	-$57.1K	0.18%	104
2020 Q4	$768K	Hold	2,679	–	–	0.2%	94
2020 Q3	$593K	Sell	2,679 -400	-13%	-$87.5K	0.17%	99
2020 Q2	$636K	Hold	3,079	–	–	0.15%	103
2020 Q1	$487K	Buy	3,079 +92	+3%	+$18.3K	0.17%	73
2019 Q4	$639K	Buy	+2,987	New	+$606K	0.18%	62

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

True North Advisors's IWO Position: Q2 2026 in Review

True North Advisors reduced its iShares Russell 2000 Growth ETF (IWO) stake by 24% in Q2 2026, selling an estimated $169K and leaving 1,491 shares worth $587K. The position accounts for 0.06% of the portfolio, ranked #160.

True North Advisors first reported a position in IWO in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.1M in Q4 2023. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

True North Advisors held 1,491 shares of iShares Russell 2000 Growth ETF worth $587K as of Q2 2026.
True North Advisors sold 463 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $169K.
iShares Russell 2000 Growth ETF made up 0.06% of True North Advisors's portfolio in Q2 2026, its #160 holding.
True North Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2019 and has held it in 26 quarters since.
True North Advisors's iShares Russell 2000 Growth ETF position peaked at $1.1M in Q4 2023.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on True North Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.