Wescott Financial Advisory Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Wescott Financial Advisory Group’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	$2.36M	Buy	5,978 +466	+8%	+$170K	0.18%	67
2026 Q1	$1.73M	Buy	5,512 +693	+14%	+$231K	0.15%	72
2025 Q4	$1.56M	Buy	4,819 +959	+25%	+$312K	0.14%	73
2025 Q3	$1.24M	Buy	3,860 +204	+6%	+$61.5K	0.11%	81
2025 Q2	$1.05M	Buy	3,656 +332	+10%	+$87.4K	0.1%	88
2025 Q1	$849K	Buy	3,324 +291	+10%	+$82.1K	0.09%	87
2024 Q4	$873K	Buy	3,033 +323	+12%	+$95.5K	0.09%	91
2024 Q3	$770K	Buy	2,710 +346	+15%	+$94.8K	0.08%	93
2024 Q2	$621K	Buy	2,364 +673	+40%	+$175K	0.07%	103
2024 Q1	$458K	Buy	+1,691	New	+$432K	0.06%	113

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Wescott Financial Advisory Group's IWO Position: Q2 2026 in Review

Wescott Financial Advisory Group increased its iShares Russell 2000 Growth ETF (IWO) stake by 8.5% in Q2 2026, buying an estimated $170K and bringing the position to 5,978 shares worth $2.36M. The position accounts for 0.18% of the portfolio, ranked #67.

Wescott Financial Advisory Group first reported a position in IWO in Q1 2024 and has held it in 10 quarters since. 1,106 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Wescott Financial Advisory Group held 5,978 shares of iShares Russell 2000 Growth ETF worth $2.36M as of Q2 2026.
Wescott Financial Advisory Group bought 466 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $170K.
iShares Russell 2000 Growth ETF made up 0.18% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #67 holding.
Wescott Financial Advisory Group first reported a position in iShares Russell 2000 Growth ETF in Q1 2024 and has held it in 10 quarters since.
1,106 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.