Westover Capital Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Westover Capital 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	$394K	Hold	1,000	–	–	0.07%	180
2026 Q1	$314K	Hold	1,000	–	–	0.06%	193
2025 Q4	$323K	Hold	1,000	–	–	0.06%	190
2025 Q3	$320K	Hold	1,000	–	–	0.06%	181
2025 Q2	$286K	Hold	1,000	–	–	0.06%	194
2025 Q1	$256K	Hold	1,000	–	–	0.06%	203
2024 Q4	$288K	Hold	1,000	–	–	0.06%	194
2024 Q3	$284K	Buy	+1,000	New	+$274K	0.05%	203

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

Westover Capital Advisors's IWO Position: Q2 2026 in Review

Westover Capital Advisors held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 1,000 shares worth $394K. The position accounts for 0.07% of the portfolio, ranked #180.

Westover Capital Advisors first reported a position in IWO in Q3 2024 and has held it in 8 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Westover Capital Advisors held 1,000 shares of iShares Russell 2000 Growth ETF worth $394K as of Q2 2026.
Westover Capital Advisors left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.07% of Westover Capital Advisors's portfolio in Q2 2026, its #180 holding.
Westover Capital Advisors first reported a position in iShares Russell 2000 Growth ETF in Q3 2024 and has held it in 8 quarters since.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Westover Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.