Wealthfront Advisers
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Wealthfront Advisers’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Wealthfront Advisers’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 		$3.69M Sell
9,375
-144
-2% -$52.5K 0.01% 498
2026
Q1 		$2.99M Buy
9,519
+12
+0.1% +$3.99K 0.01% 531
2025
Q4 		$3.07M Buy
9,507
+1,123
+13% +$365K 0.01% 513
2025
Q3 		$2.68M Sell
8,384
-585
-7% -$176K 0.01% 526
2025
Q2 		$2.56M Sell
8,969
-318
-3% -$83.7K 0.01% 513
2025
Q1 		$2.37M Sell
9,287
-1,901
-17% -$537K 0.01% 497
2024
Q4 		$3.22M Buy
11,188
+436
+4% +$129K 0.01% 415
2024
Q3 		$3.05M Buy
10,752
+1,548
+17% +$424K 0.01% 408
2024
Q2 		$2.42M Buy
9,204
+2,405
+35% +$624K 0.01% 440
2024
Q1 		$1.84M Buy
6,799
+1,388
+26% +$355K 0.01% 502
2023
Q4 		$1.36M Buy
5,411
+798
+17% +$180K 0.01% 536
2023
Q3 		$1.03M Buy
4,613
+240
+5% +$57.4K ﹤0.01% 547
2023
Q2 		$1.06M Sell
4,373
-1,099
-20% -$252K ﹤0.01% 544
2023
Q1 		$1.24M Sell
5,472
-1,243
-19% -$284K 0.01% 492
2022
Q4 		$1.44M Buy
6,715
+3,363
+100% +$737K 0.01% 463
2022
Q3 		$692K Buy
3,352
+976
+41% +$220K ﹤0.01% 541
2022
Q2 		$490K Buy
2,376
+817
+52% +$182K ﹤0.01% 594
2022
Q1 		$399K Buy
1,559
+307
+25% +$78.6K ﹤0.01% 670
2021
Q4 		$367K Buy
+1,252
New +$377K ﹤0.01% 642

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

Wealthfront Advisers's IWO Position: Q2 2026 in Review

Wealthfront Advisers reduced its iShares Russell 2000 Growth ETF (IWO) stake by 1.5% in Q2 2026, selling an estimated $52.5K and leaving 9,375 shares worth $3.69M. The position accounts for 0.01% of the portfolio, ranked #498.

Wealthfront Advisers first reported a position in IWO in Q4 2021 and has held it in 19 quarters since. 905 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Wealthfront Advisers held 9,375 shares of iShares Russell 2000 Growth ETF worth $3.69M as of Q2 2026.
  • Wealthfront Advisers sold 144 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $52.5K.
  • iShares Russell 2000 Growth ETF made up 0.01% of Wealthfront Advisers's portfolio in Q2 2026, its #498 holding.
  • Wealthfront Advisers first reported a position in iShares Russell 2000 Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 905 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.