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

Valeo 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	$2.02M	Buy	5,136 +764	+17%	+$279K	0.04%	176
2026 Q1	$1.37M	Buy	4,372 +166	+4%	+$55.2K	0.03%	217
2025 Q4	$1.36M	Sell	4,206 -399	-9%	-$130K	0.03%	243
2025 Q3	$1.47M	Sell	4,605 -128	-3%	-$38.6K	0.03%	214
2025 Q2	$1.35M	Buy	4,733 +137	+3%	+$36.1K	0.03%	228
2025 Q1	$1.17M	Sell	4,596 -523	-10%	-$148K	0.03%	231
2024 Q4	$1.47M	Sell	5,119 -632	-11%	-$187K	0.04%	187
2024 Q3	$1.63M	Buy	5,751 +142	+3%	+$38.9K	0.05%	183
2024 Q2	$1.47M	Buy	5,609 +59	+1%	+$15.3K	0.05%	186
2024 Q1	$1.39M	Sell	5,550 -10	-0.2%	-$2.56K	0.05%	189
2023 Q4	$1.4M	Sell	5,560 -240	-4%	-$54.1K	0.06%	179
2023 Q3	$1.3M	Sell	5,800 -3	-0.1%	-$718	0.06%	171
2023 Q2	$1.41M	Buy	5,803 +443	+8%	+$102K	0.06%	163
2023 Q1	$1.22M	Sell	5,360 -8	-0.1%	-$1.83K	0.06%	188
2022 Q4	$1.15M	Buy	5,368 +202	+4%	+$44.3K	0.06%	172
2022 Q3	$1.07M	Buy	5,166 +199	+4%	+$44.8K	0.07%	155
2022 Q2	$1.1M	Sell	4,967 -163	-3%	-$36.3K	0.07%	152
2022 Q1	$1.4M	Sell	5,130 -206	-4%	-$52.7K	0.07%	164
2021 Q4	$1.56M	Buy	5,336 +1	+0%	+$301	0.08%	139
2021 Q3	$1.57M	Sell	5,335 -93	-2%	-$27.9K	0.09%	137
2021 Q2	$1.69M	Sell	5,428 -20	-0.4%	-$6.02K	0.1%	122
2021 Q1	$1.64M	Sell	5,448 -33	-0.6%	-$10.2K	0.08%	139
2020 Q4	$1.57M	Sell	5,481 -64	-1%	-$16.3K	0.08%	123
2020 Q3	$1.23M	Buy	5,545 +796	+17%	+$174K	0.11%	116
2020 Q2	$982K	Sell	4,749 -216	-4%	-$40.4K	0.09%	131
2020 Q1	$844K	Sell	4,965 -1,695	-25%	-$337K	0.09%	135
2019 Q4	$1.43M	Buy	6,660 +3	+0%	+$609	0.14%	102
2019 Q3	$1.28M	Sell	6,657 -67	-1%	-$13.3K	0.14%	96
2019 Q2	$1.35M	Sell	6,724 -23	-0.3%	-$4.55K	0.15%	96
2019 Q1	$1.33M	Sell	6,747 -172	-2%	-$32.7K	0.16%	96
2018 Q4	$1.16M	Buy	6,919 +58	+0.8%	+$10.8K	0.16%	100
2018 Q3	$1.29M	Buy	6,861 +290	+4%	+$61.8K	0.17%	94
2018 Q2	$1.38M	Buy	6,571 +575	+10%	+$115K	0.19%	88
2018 Q1	$1.14M	Sell	5,996 -427	-7%	-$82K	0.18%	92
2017 Q4	$1.2M	Buy	6,423 +1,273	+25%	+$232K	0.2%	89
2017 Q3	$922K	Buy	+5,150	New	+$875K	0.21%	92

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

Valeo Financial Advisors's IWO Position: Q2 2026 in Review

Valeo Financial Advisors increased its iShares Russell 2000 Growth ETF (IWO) stake by 17% in Q2 2026, buying an estimated $279K and bringing the position to 5,136 shares worth $2.02M. The position accounts for 0.04% of the portfolio, ranked #176.

Valeo Financial Advisors first reported a position in IWO in Q3 2017 and has held it in 36 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Valeo Financial Advisors held 5,136 shares of iShares Russell 2000 Growth ETF worth $2.02M as of Q2 2026.
Valeo Financial Advisors bought 764 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $279K.
iShares Russell 2000 Growth ETF made up 0.04% of Valeo Financial Advisors's portfolio in Q2 2026, its #176 holding.
Valeo Financial Advisors first reported a position in iShares Russell 2000 Growth ETF in Q3 2017 and has held it in 36 quarters since.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.