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Waddell & Associates’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Waddell & Associates’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 		$344K Hold
873
– – 0.02% 364
2026
Q1 		$274K Sell
873
-1
-0.1% -$333 0.02% 355
2025
Q4 		$282K Buy
874
+1
+0.1% +$325 0.02% 295
2025
Q3 		$279K Hold
873
– – 0.02% 228
2025
Q2 		$250K Buy
+873
New +$230K 0.03% 197

Other funds holding IWO

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Waddell & Associates's IWO Position: Q2 2026 in Review

Waddell & Associates held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 873 shares worth $344K. The position accounts for 0.02% of the portfolio, ranked #364.

Waddell & Associates first reported a position in IWO in Q2 2025 and has held it in 5 quarters since. 342 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Waddell & Associates held 873 shares of iShares Russell 2000 Growth ETF worth $344K as of Q2 2026.
  • Waddell & Associates left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Growth ETF made up 0.02% of Waddell & Associates's portfolio in Q2 2026, its #364 holding.
  • Waddell & Associates first reported a position in iShares Russell 2000 Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • 342 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.