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

Wealth Architects’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 		$483K Buy
1,226
+500
+69% +$182K 0.04% 150
2026
Q1 		$228K Hold
726
– – 0.02% 215
2025
Q4 		$235K Hold
726
– – 0.02% 208
2025
Q3 		$232K Hold
726
– – 0.02% 205
2025
Q2 		$208K Buy
+726
New +$191K 0.02% 216
2025
Q1 		– Sell
-726
Closed -$209K – 233
2024
Q4 		$209K Hold
726
– – 0.02% 203
2024
Q3 		$206K Sell
726
-140
-16% -$38.3K 0.02% 206
2024
Q2 		$227K Hold
866
– – 0.03% 184
2024
Q1 		$235K Buy
+866
New +$221K 0.03% 184
2022
Q1 		– Sell
-726
Closed -$213K – 212
2021
Q4 		$213K Hold
726
– – 0.04% 181
2021
Q3 		$213K Hold
726
– – 0.04% 169
2021
Q2 		$226K Hold
726
– – 0.04% 163
2021
Q1 		$218K Sell
726
-85
-10% -$26.4K 0.05% 152
2020
Q4 		$233K Sell
811
-161
-17% -$41K 0.05% 136
2020
Q3 		$215K Hold
972
– – 0.06% 135
2020
Q2 		$201K Buy
+972
New +$182K 0.06% 131
2020
Q1 		– Sell
-1,057
Closed -$227K – 140
2019
Q4 		$227K Buy
+1,057
New +$215K 0.06% 120
2019
Q3 		– Sell
-1,012
Closed -$203K – 135
2019
Q2 		$203K Sell
1,012
-66
-6% -$13.1K 0.06% 127
2019
Q1 		$212K Buy
+1,078
New +$205K 0.07% 124
2018
Q4 		– Sell
-1,078
Closed -$232K – 135
2018
Q3 		$232K Sell
1,078
-230
-18% -$49K 0.07% 124
2018
Q2 		$267K Hold
1,308
– – 0.09% 99
2018
Q1 		$249K Sell
1,308
-149
-10% -$28.6K 0.08% 103
2017
Q4 		$272K Buy
+1,457
New +$266K 0.09% 101

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

Wealth Architects's IWO Position: Q2 2026 in Review

Wealth Architects increased its iShares Russell 2000 Growth ETF (IWO) stake by 69% in Q2 2026, buying an estimated $182K and bringing the position to 1,226 shares worth $483K. The position accounts for 0.04% of the portfolio, ranked #150.

Wealth Architects first reported a position in IWO in Q4 2017 and has held it in 23 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Wealth Architects held 1,226 shares of iShares Russell 2000 Growth ETF worth $483K as of Q2 2026.
  • Wealth Architects bought 500 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $182K.
  • iShares Russell 2000 Growth ETF made up 0.04% of Wealth Architects's portfolio in Q2 2026, its #150 holding.
  • Wealth Architects first reported a position in iShares Russell 2000 Growth ETF in Q4 2017 and has held it in 23 quarters since.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Wealth Architects's 13F filing for Q2 2026, filed 23 Jul 2026.