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

West Paces 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	$85.1K	Hold	216	–	–	0.01%	225
2026 Q1	$67.8K	Hold	216	–	–	0.01%	174
2025 Q4	$69.8K	Hold	216	–	–	0.01%	170
2025 Q3	$69.1K	Hold	216	–	–	0.01%	162
2025 Q2	$61.7K	Hold	216	–	–	0.01%	165
2025 Q1	$55.2K	Hold	216	–	–	0.01%	218
2024 Q4	$62.2K	Hold	216	–	–	0.02%	213
2024 Q3	$61.3K	Sell	216 -140	-39%	-$38.3K	0.02%	210
2024 Q2	$93.5K	Hold	356	–	–	0.02%	177
2024 Q1	$96.4K	Hold	356	–	–	0.03%	182
2023 Q4	$89.8K	Hold	356	–	–	0.03%	181
2023 Q3	$79.8K	Hold	356	–	–	0.03%	184
2023 Q2	$86.4K	Hold	356	–	–	0.03%	185
2023 Q1	$80.7K	Hold	356	–	–	0.03%	190
2022 Q4	$76.4K	Hold	356	–	–	0.02%	191
2022 Q3	$73.5K	Hold	356	–	–	0.03%	187
2022 Q2	$73.4K	Hold	356	–	–	0.03%	190
2022 Q1	$91K	Hold	356	–	–	0.03%	183
2021 Q4	$104K	Hold	356	–	–	0.03%	169
2021 Q3	$105K	Buy	356 +11	+3%	+$3.31K	0.04%	151
2021 Q2	$108K	Sell	345 -16	-4%	-$4.81K	0.04%	138
2021 Q1	$109K	Sell	361 -80	-18%	-$24.8K	0.04%	131
2020 Q4	$126K	Hold	441	–	–	0.06%	125
2020 Q3	$97.7K	Hold	441	–	–	0.05%	134
2020 Q2	$91.2K	Hold	441	–	–	0.05%	140
2020 Q1	$69.8K	Sell	441 -86	-16%	-$17.1K	0.04%	149
2019 Q4	$113K	Buy	527 +470	+825%	+$95.4K	0.06%	132
2019 Q3	$11K	Buy	+57	New	+$11.3K	0.01%	314

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

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

West Paces Advisors held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 216 shares worth $85.1K. The position accounts for 0.01% of the portfolio, ranked #225.

West Paces Advisors first reported a position in IWO in Q3 2019 and has held it in 28 quarters since. The position peaked at $126K in Q4 2020. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

West Paces Advisors held 216 shares of iShares Russell 2000 Growth ETF worth $85.1K as of Q2 2026.
West Paces Advisors left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.01% of West Paces Advisors's portfolio in Q2 2026, its #225 holding.
West Paces Advisors first reported a position in iShares Russell 2000 Growth ETF in Q3 2019 and has held it in 28 quarters since.
West Paces Advisors's iShares Russell 2000 Growth ETF position peaked at $126K in Q4 2020.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on West Paces Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.