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WBH Advisory’s iShares Russell 2000 Growth ETF IWO Stock Holding History

WBH Advisory’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 		$343K Hold
871
– – 0.02% 301
2026
Q1 		$275K Hold
871
– – 0.02% 313
2025
Q4 		$281K Hold
871
– – 0.02% 297
2025
Q3 		$279K Hold
871
– – 0.02% 299
2025
Q2 		$249K Buy
+871
New +$229K 0.02% 307

Other funds holding IWO

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
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 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
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WBH Advisory's IWO Position: Q2 2026 in Review

WBH Advisory held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 871 shares worth $343K. The position accounts for 0.02% of the portfolio, ranked #301.

WBH Advisory first reported a position in IWO in Q2 2025 and has held it in 5 quarters since. 822 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • WBH Advisory held 871 shares of iShares Russell 2000 Growth ETF worth $343K as of Q2 2026.
  • WBH Advisory left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Growth ETF made up 0.02% of WBH Advisory's portfolio in Q2 2026, its #301 holding.
  • WBH Advisory first reported a position in iShares Russell 2000 Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • 822 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.