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United Capital Financial Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

United Capital Financial 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 		$1.9M Buy
4,821
+82
+2% +$29.9K 0.01% 597
2026
Q1 		$1.49M Sell
4,739
-1,355
-22% -$451K 0.01% 637
2025
Q4 		$1.97M Buy
6,094
+1,617
+36% +$526K 0.01% 538
2025
Q3 		$1.43M Sell
4,477
-39
-0.9% -$11.8K 0.01% 542
2025
Q2 		$1.29M Sell
4,516
-489
-10% -$129K 0.01% 530
2025
Q1 		$1.28M Sell
5,005
-361
-7% -$102K 0.01% 517
2024
Q4 		$1.54M Sell
5,366
-656
-11% -$194K 0.01% 473
2024
Q3 		$1.71M Buy
6,022
+88
+1% +$24.1K 0.01% 447
2024
Q2 		$1.56M Sell
5,934
-1,233
-17% -$320K 0.01% 449
2024
Q1 		$1.94M Sell
7,167
-905
-11% -$231K 0.02% 435
2023
Q4 		$2.04M Sell
8,072
-25,562
-76% -$5.76M 0.02% 412
2023
Q3 		$7.54M Sell
33,634
-1,469
-4% -$352K 0.05% 255
2023
Q2 		$8.52M Sell
35,103
-523
-1% -$120K 0.05% 258
2023
Q1 		$8.08M Sell
35,626
-769
-2% -$176K 0.05% 266
2022
Q4 		$7.81M Sell
36,395
-1,438
-4% -$315K 0.04% 280
2022
Q3 		$7.82M Sell
37,833
-1,821
-5% -$410K 0.05% 268
2022
Q2 		$8.18M Buy
39,654
+380
+1% +$84.7K 0.04% 280
2022
Q1 		$10M Sell
39,274
-812
-2% -$208K 0.05% 280
2021
Q4 		$11.7M Buy
40,086
+16
+0% +$4.82K 0.05% 265
2021
Q3 		$11.8M Sell
40,070
-893
-2% -$268K 0.06% 256
2021
Q2 		$12.8M Sell
40,963
-4,931
-11% -$1.48M 0.06% 247
2021
Q1 		$13.8M Buy
45,894
+642
+1% +$199K 0.08% 224
2020
Q4 		$13M Sell
45,252
-5,923
-12% -$1.51M 0.08% 232
2020
Q3 		$11.3M Sell
51,175
-5,216
-9% -$1.14M 0.07% 232
2020
Q2 		$11.7M Buy
56,391
+3,209
+6% +$600K 0.08% 226
2020
Q1 		$8.41M Buy
53,182
+2,647
+5% +$526K 0.07% 262
2019
Q4 		$10.8M Buy
50,535
+3,610
+8% +$733K 0.07% 301
2019
Q3 		$9.04M Sell
46,925
-221
-0.5% -$43.8K 0.06% 305
2019
Q2 		$9.47M Sell
47,146
-39,097
-45% -$7.73M 0.06% 303
2019
Q1 		$17M Buy
86,243
+41,472
+93% +$7.89M 0.12% 186
2018
Q4 		$867K Sell
44,771
-57,124
-56% -$10.7M 0.01% 753
2018
Q3 		$21.9M Buy
101,895
+4,271
+4% +$911K 0.15% 147
2018
Q2 		$19.9M Buy
97,624
+28,407
+41% +$5.68M 0.15% 152
2018
Q1 		$13.2M Buy
69,217
+3,872
+6% +$744K 0.1% 229
2017
Q4 		$12.3M Buy
65,345
+2,927
+5% +$534K 0.1% 256
2017
Q3 		$11.2M Buy
62,418
+3,106
+5% +$528K 0.09% 255
2017
Q2 		$10M Buy
59,312
+5,370
+10% +$884K 0.09% 266
2017
Q1 		$8.72M Sell
53,942
-247
-0.5% -$39.2K 0.08% 289
2016
Q4 		$8.34M Sell
54,189
-511
-0.9% -$76.3K 0.08% 295
2016
Q3 		$8.14M Buy
54,700
+13,831
+34% +$2.02M 0.08% 309
2016
Q2 		$5.6M Sell
40,869
-4,485
-10% -$605K 0.06% 347
2016
Q1 		$6.01M Sell
45,354
-11,157
-20% -$1.39M 0.07% 301
2015
Q4 		$7.87M Buy
56,511
+38,949
+222% +$5.52M 0.09% 250
2015
Q3 		$2.35M Sell
17,562
-15,557
-47% -$2.3M 0.03% 499
2015
Q2 		$5.12M Buy
33,119
+2,666
+9% +$409K 0.06% 335
2015
Q1 		$4.48M Buy
30,453
+8,928
+41% +$1.3M 0.05% 359
2014
Q4 		$3.06M Sell
21,525
-1,340
-6% -$181K 0.05% 368
2014
Q3 		$2.96M Sell
22,865
-246
-1% -$33K 0.05% 342
2014
Q2 		$3.2M Sell
23,111
-9,238
-29% -$1.21M 0.06% 311
2014
Q1 		$4.4M Buy
32,349
+30,599
+1,749% +$4.18M 0.09% 222
2013
Q4 		$237K Sell
1,750
-30,617
-95% -$3.97M 0.01% 574
2013
Q3 		$4.07M Sell
32,367
-3,083
-9% -$372K 0.13% 169
2013
Q2 		$3.95M Buy
+35,450
New +$3.87M 0.11% 224

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

United Capital Financial Advisors's IWO Position: Q2 2026 in Review

United Capital Financial Advisors increased its iShares Russell 2000 Growth ETF (IWO) stake by 1.7% in Q2 2026, buying an estimated $29.9K and bringing the position to 4,821 shares worth $1.9M. The position accounts for 0.01% of the portfolio, ranked #597.

United Capital Financial Advisors first reported a position in IWO in Q2 2013 and has held it in 53 quarters since. The position peaked at $21.9M in Q3 2018. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • United Capital Financial Advisors held 4,821 shares of iShares Russell 2000 Growth ETF worth $1.9M as of Q2 2026.
  • United Capital Financial Advisors bought 82 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $29.9K.
  • iShares Russell 2000 Growth ETF made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #597 holding.
  • United Capital Financial Advisors first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and has held it in 53 quarters since.
  • United Capital Financial Advisors's iShares Russell 2000 Growth ETF position peaked at $21.9M in Q3 2018.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.