Univest Financial’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Univest Financial’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	$623K	Sell	1,581 -25	-2%	-$9.12K	0.03%	185
2026 Q1	$504K	Sell	1,606 -8	-0.5%	-$2.66K	0.03%	195
2025 Q4	$521K	Buy	1,614 +3	+0.2%	+$976	0.03%	195
2025 Q3	$515K	Sell	1,611 -118	-7%	-$35.6K	0.03%	185
2025 Q2	$494K	Sell	1,729 -5,877	-77%	-$1.55M	0.03%	189
2025 Q1	$1.94M	Sell	7,606 -443	-6%	-$125K	0.13%	117
2024 Q4	$2.32M	Buy	8,049 +5,906	+276%	+$1.75M	0.15%	110
2024 Q3	$609K	Buy	+2,143	New	+$587K	0.04%	185

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 22.9% 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

Univest Financial's IWO Position: Q2 2026 in Review

Univest Financial reduced its iShares Russell 2000 Growth ETF (IWO) stake by 1.6% in Q2 2026, selling an estimated $9.12K and leaving 1,581 shares worth $623K. The position accounts for 0.03% of the portfolio, ranked #185.

Univest Financial first reported a position in IWO in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.32M in Q4 2024. 1,106 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Univest Financial held 1,581 shares of iShares Russell 2000 Growth ETF worth $623K as of Q2 2026.
Univest Financial sold 25 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $9.12K.
iShares Russell 2000 Growth ETF made up 0.03% of Univest Financial's portfolio in Q2 2026, its #185 holding.
Univest Financial first reported a position in iShares Russell 2000 Growth ETF in Q3 2024 and has held it in 8 quarters since.
Univest Financial's iShares Russell 2000 Growth ETF position peaked at $2.32M in Q4 2024.
1,106 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Univest Financial's 13F filing for Q2 2026, filed 7 Aug 2026.