Wealth Enhancement Advisory Services
IWO icon

Wealth Enhancement Advisory Services’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Wealth Enhancement Advisory Services’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 		$46.9M Sell
121,973
-14,434
-11% -$5.27M 0.08% 223
2026
Q1 		$43.4M Sell
136,407
-43,161
-24% -$14.4M 0.09% 217
2025
Q4 		$60.6M Buy
179,568
+3,421
+2% +$1.11M 0.08% 227
2025
Q3 		$57.1M Sell
176,147
-5,833
-3% -$1.76M 0.09% 224
2025
Q2 		$53.1M Buy
181,980
+1,171
+0.6% +$308K 0.09% 219
2025
Q1 		$46.2M Sell
180,809
-8,334
-4% -$2.35M 0.09% 220
2024
Q4 		$54.4M Buy
189,143
+4,253
+2% +$1.26M 0.1% 188
2024
Q3 		$52.5M Buy
184,890
+1,790
+1% +$490K 0.11% 180
2024
Q2 		$48.1M Buy
183,100
+8,325
+5% +$2.16M 0.11% 183
2024
Q1 		$47.3M Buy
174,775
+14,755
+9% +$3.77M 0.12% 170
2023
Q4 		$40.4M Buy
160,020
+1,766
+1% +$398K 0.12% 176
2023
Q3 		$35.5M Buy
158,254
+156,696
+10,058% +$37.5M 0.12% 181
2023
Q2 		$378K Buy
1,558
+441
+39% +$101K ﹤0.01% 394
2023
Q1 		$253K Sell
1,117
-111,065
-99% -$25.4M ﹤0.01% 472
2022
Q4 		$25.8M Sell
112,182
-4,444
-4% -$974K 0.33% 50
2022
Q3 		$24.6M Sell
116,626
-904
-0.8% -$203K 0.35% 50
2022
Q2 		$25.4M Buy
117,530
+5,180
+5% +$1.16M 0.35% 49
2022
Q1 		$29.3M Buy
112,350
+8,397
+8% +$2.15M 0.4% 47
2021
Q4 		$26.2M Buy
103,953
+747
+0.7% +$225K 0.38% 46
2021
Q3 		$31.5M Buy
103,206
+1,174
+1% +$353K 0.46% 43
2021
Q2 		$29.9M Buy
102,032
+13,541
+15% +$4.07M 0.48% 42
2021
Q1 		$27.1M Buy
+88,491
New +$27.5M 0.49% 41

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 Enhancement Advisory Services's IWO Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its iShares Russell 2000 Growth ETF (IWO) stake by 11% in Q2 2026, selling an estimated $5.27M and leaving 121,973 shares worth $46.9M. The position accounts for 0.08% of the portfolio, ranked #223.

Wealth Enhancement Advisory Services first reported a position in IWO in Q1 2021 and has held it in 22 quarters since. The position peaked at $60.6M in Q4 2025. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Wealth Enhancement Advisory Services held 121,973 shares of iShares Russell 2000 Growth ETF worth $46.9M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 14,434 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $5.27M.
  • iShares Russell 2000 Growth ETF made up 0.08% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #223 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares Russell 2000 Growth ETF in Q1 2021 and has held it in 22 quarters since.
  • Wealth Enhancement Advisory Services's iShares Russell 2000 Growth ETF position peaked at $60.6M in Q4 2025.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.