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TS Financial Group (TSFG)’s iShares Russell 2000 Growth ETF IWO Stock Holding History

TS Financial Group (TSFG)’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 		$138K Buy
350
+34
+11% +$12.4K 0.02% 239
2026
Q1 		$99K Hold
316
– – 0.02% 255
2025
Q4 		$102K Hold
316
– – 0.02% 251
2025
Q3 		$101K Hold
316
– – 0.02% 249
2025
Q2 		$90K Hold
316
– – 0.02% 255
2025
Q1 		$81K Sell
316
-78
-20% -$22K 0.02% 252
2024
Q4 		$113K Buy
394
+170
+76% +$50.3K 0.02% 198
2024
Q3 		$64K Hold
224
– – 0.01% 268
2024
Q2 		$59K Hold
224
– – 0.01% 262
2024
Q1 		$61K Sell
224
-49
-18% -$12.5K 0.02% 254
2023
Q4 		$69K Sell
273
-50
-15% -$11.3K 0.02% 249
2023
Q3 		$72K Hold
323
– – 0.03% 243
2023
Q2 		$78K Hold
323
– – 0.03% 222
2023
Q1 		$73K Hold
323
– – 0.03% 231
2022
Q4 		$69K Buy
323
+1
+0.3% +$219 0.03% 235
2022
Q3 		$67K Hold
322
– – 0.03% 230
2022
Q2 		$66K Sell
322
-110
-25% -$24.5K 0.03% 242
2022
Q1 		$111K Hold
432
– – 0.04% 190
2021
Q4 		$127K Hold
432
– – 0.04% 176
2021
Q3 		$127K Hold
432
– – 0.05% 184
2021
Q2 		$135K Buy
432
+150
+53% +$45.1K 0.05% 172
2021
Q1 		$85K Sell
282
-4
-1% -$1.24K 0.04% 193
2020
Q4 		$82K Sell
286
-16
-5% -$4.08K 0.04% 187
2020
Q3 		$67K Hold
302
– – 0.04% 186
2020
Q2 		$62K Sell
302
-5
-2% -$935 0.04% 186
2020
Q1 		$49K Sell
307
-503
-62% -$99.9K 0.04% 201
2019
Q4 		$174K Buy
810
+1
+0.1% +$203 0.13% 91
2019
Q3 		$156K Buy
809
+1
+0.1% +$198 0.12% 101
2019
Q2 		$162K Buy
808
+32
+4% +$6.33K 0.13% 96
2019
Q1 		$153K Buy
+776
New +$148K 0.13% 101

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

TS Financial Group (TSFG)'s IWO Position: Q2 2026 in Review

TS Financial Group (TSFG) increased its iShares Russell 2000 Growth ETF (IWO) stake by 11% in Q2 2026, buying an estimated $12.4K and bringing the position to 350 shares worth $138K. The position accounts for 0.02% of the portfolio, ranked #239.

TS Financial Group (TSFG) first reported a position in IWO in Q1 2019 and has held it in 30 quarters since. The position peaked at $174K in Q4 2019. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • TS Financial Group (TSFG) held 350 shares of iShares Russell 2000 Growth ETF worth $138K as of Q2 2026.
  • TS Financial Group (TSFG) bought 34 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $12.4K.
  • iShares Russell 2000 Growth ETF made up 0.02% of TS Financial Group (TSFG)'s portfolio in Q2 2026, its #239 holding.
  • TS Financial Group (TSFG) first reported a position in iShares Russell 2000 Growth ETF in Q1 2019 and has held it in 30 quarters since.
  • TS Financial Group (TSFG)'s iShares Russell 2000 Growth ETF position peaked at $174K in Q4 2019.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2026, filed 23 Jul 2026.