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Vance Wealth’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Vance Wealth’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 		$5.56M Buy
14,120
+162
+1% +$59.1K 1.25% 19
2026
Q1 		$4.38M Buy
13,958
+1,126
+9% +$375K 1.27% 22
2025
Q4 		$4.15M Buy
12,832
+956
+8% +$311K 1.23% 17
2025
Q3 		$3.8M Buy
11,876
+716
+6% +$216K 1.17% 18
2025
Q2 		$3.19M Buy
11,160
+672
+6% +$177K 1.08% 22
2025
Q1 		$2.68M Buy
10,488
+1,028
+11% +$290K 1.01% 21
2024
Q4 		$2.72M Sell
9,460
-328
-3% -$97K 1.05% 22
2024
Q3 		$2.78M Buy
9,788
+157
+2% +$43K 1.05% 21
2024
Q2 		$2.53M Buy
9,631
+303
+3% +$78.7K 1.04% 24
2024
Q1 		$2.53M Buy
9,328
+4
+0% +$1.02K 1.01% 26
2023
Q4 		$2.35M Sell
9,324
-1,890
-17% -$426K 1.02% 27
2023
Q3 		$2.51M Buy
11,214
+177
+2% +$42.4K 1.18% 25
2023
Q2 		$2.68M Buy
11,037
+872
+9% +$200K 1.22% 26
2023
Q1 		$2.31M Buy
10,165
+823
+9% +$188K 1.24% 25
2022
Q4 		$2M Buy
9,342
+1,863
+25% +$408K 1.25% 24
2022
Q3 		$1.54M Buy
7,479
+1,677
+29% +$377K 1.19% 19
2022
Q2 		$1.2M Buy
5,802
+3,005
+107% +$670K 0.93% 20
2022
Q1 		$715K Buy
+2,797
New +$716K 0.9% 19

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

Vance Wealth's IWO Position: Q2 2026 in Review

Vance Wealth increased its iShares Russell 2000 Growth ETF (IWO) stake by 1.2% in Q2 2026, buying an estimated $59.1K and bringing the position to 14,120 shares worth $5.56M. The position accounts for 1.25% of the portfolio, ranked #19.

Vance Wealth first reported a position in IWO in Q1 2022 and has held it in 18 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Vance Wealth held 14,120 shares of iShares Russell 2000 Growth ETF worth $5.56M as of Q2 2026.
  • Vance Wealth bought 162 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $59.1K.
  • iShares Russell 2000 Growth ETF made up 1.25% of Vance Wealth's portfolio in Q2 2026, its #19 holding.
  • Vance Wealth first reported a position in iShares Russell 2000 Growth ETF in Q1 2022 and has held it in 18 quarters since.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Vance Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.