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

Vawter 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	$1.74M	Sell	4,406 -56	-1%	-$20.4K	0.65%	32
2026 Q1	$1.4M	Sell	4,462 -99	-2%	-$32.9K	0.59%	33
2025 Q4	$1.47M	Sell	4,561 -55	-1%	-$17.9K	0.62%	33
2025 Q3	$1.48M	Buy	+4,616	New	+$1.39M	0.67%	32
2025 Q2	–	Sell	-4,616	Closed	-$1.18M	–	60
2025 Q1	$1.18M	Sell	4,616 -300	-6%	-$84.7K	0.66%	33
2024 Q4	$1.41M	Sell	4,916 -68	-1%	-$20.1K	0.85%	30
2024 Q3	$1.42M	Hold	4,984	–	–	0.86%	30
2024 Q2	$1.31M	Buy	4,984 +522	+12%	+$136K	0.9%	26
2024 Q1	$1.21M	Sell	4,462 -845	-16%	-$216K	0.88%	25
2023 Q4	$1.34M	Hold	5,307	–	–	1.05%	22
2023 Q3	$1.19M	Hold	5,307	–	–	1.07%	21
2023 Q2	$1.29M	Hold	5,307	–	–	1.11%	20
2023 Q1	$1.2M	Sell	5,307 -19	-0.4%	-$4.35K	1.22%	18
2022 Q4	$1.14M	Buy	+5,326	New	+$1.17M	1.33%	17

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

Vawter Financial's IWO Position: Q2 2026 in Review

Vawter Financial reduced its iShares Russell 2000 Growth ETF (IWO) stake by 1.3% in Q2 2026, selling an estimated $20.4K and leaving 4,406 shares worth $1.74M. The position accounts for 0.65% of the portfolio, ranked #32.

Vawter Financial first reported a position in IWO in Q4 2022 and has held it in 14 quarters since. 1,105 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Vawter Financial held 4,406 shares of iShares Russell 2000 Growth ETF worth $1.74M as of Q2 2026.
Vawter Financial sold 56 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $20.4K.
iShares Russell 2000 Growth ETF made up 0.65% of Vawter Financial's portfolio in Q2 2026, its #32 holding.
Vawter Financial first reported a position in iShares Russell 2000 Growth ETF in Q4 2022 and has held it in 14 quarters since.
1,105 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Vawter Financial's 13F filing for Q2 2026, filed 24 Jul 2026.