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West Michigan Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

West Michigan Advisors’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 		$351K Sell
890
-38
-4% -$13.9K 0.07% 219
2026
Q1 		$291K Sell
928
-1
-0.1% -$333 0.06% 242
2025
Q4 		$300K Sell
929
-19
-2% -$6.18K 0.07% 214
2025
Q3 		$304K Buy
948
+3
+0.3% +$905 0.07% 209
2025
Q2 		$270K Sell
945
-13
-1% -$3.42K 0.08% 188
2025
Q1 		$245K Buy
958
+1
+0.1% +$282 0.08% 176
2024
Q4 		$275K Sell
957
-9
-0.9% -$2.66K 0.08% 174
2024
Q3 		$274K Sell
966
-1
-0.1% -$274 0.08% 155
2024
Q2 		$254K Sell
967
-30
-3% -$7.79K 0.08% 157
2024
Q1 		$270K Sell
997
-82
-8% -$21K 0.09% 145
2023
Q4 		$272K Buy
1,079
+19
+2% +$4.28K 0.1% 123
2023
Q3 		$238K Buy
1,060
+2
+0.2% +$479 0.13% 126
2023
Q2 		$257K Sell
1,058
-3
-0.3% -$688 0.1% 173
2023
Q1 		$241K Buy
1,061
+12
+1% +$2.75K 0.14% 119
2022
Q4 		$225K Buy
1,049
+20
+2% +$4.38K 0.16% 101
2022
Q3 		$213K Buy
1,029
+16
+2% +$3.6K 0.19% 95
2022
Q2 		$209K Sell
1,013
-296
-23% -$66K 0.18% 102
2022
Q1 		$335K Buy
1,309
+122
+10% +$31.2K 0.23% 79
2021
Q4 		$348K Buy
+1,187
New +$358K 0.26% 74

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

West Michigan Advisors's IWO Position: Q2 2026 in Review

West Michigan Advisors reduced its iShares Russell 2000 Growth ETF (IWO) stake by 4.1% in Q2 2026, selling an estimated $13.9K and leaving 890 shares worth $351K. The position accounts for 0.07% of the portfolio, ranked #219.

West Michigan Advisors first reported a position in IWO in Q4 2021 and has held it in 19 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • West Michigan Advisors held 890 shares of iShares Russell 2000 Growth ETF worth $351K as of Q2 2026.
  • West Michigan Advisors sold 38 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $13.9K.
  • iShares Russell 2000 Growth ETF made up 0.07% of West Michigan Advisors's portfolio in Q2 2026, its #219 holding.
  • West Michigan Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on West Michigan Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.