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Widmann Financial Services’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Widmann Financial Services’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 		$3.55M Sell
9,013
-195
-2% -$71.2K 1.9% 14
2026
Q1 		$2.89M Buy
9,208
+14
+0.2% +$4.66K 1.72% 16
2025
Q4 		$2.97M Buy
9,194
+85
+0.9% +$27.6K 1.82% 14
2025
Q3 		$2.92M Buy
9,109
+575
+7% +$173K 1.83% 13
2025
Q2 		$2.44M Buy
8,534
+518
+6% +$136K 1.7% 14
2025
Q1 		$2.05M Buy
8,016
+496
+7% +$140K 1.59% 18
2024
Q4 		$2.16M Buy
7,520
+236
+3% +$69.8K 1.68% 17
2024
Q3 		$2.07M Buy
7,284
+204
+3% +$55.9K 1.57% 16
2024
Q2 		$1.86M Sell
7,080
-6
-0.1% -$1.56K 1.51% 15
2024
Q1 		$1.92M Sell
7,086
-2
-0% -$511 1.61% 16
2023
Q4 		$1.79M Buy
7,088
+24
+0.3% +$5.41K 1.61% 17
2023
Q3 		$1.58M Buy
7,064
+9
+0.1% +$2.15K 1.58% 19
2023
Q2 		$1.71M Sell
7,055
-57
-0.8% -$13.1K 1.64% 19
2023
Q1 		$1.61M Buy
7,112
+325
+5% +$74.3K 1.63% 18
2022
Q4 		$1.46M Buy
6,787
+192
+3% +$42.1K 1.52% 20
2022
Q3 		$1.36M Buy
6,595
+455
+7% +$102K 1.51% 21
2022
Q2 		$1.27M Buy
6,140
+421
+7% +$93.9K 1.31% 26
2022
Q1 		$1.46M Buy
5,719
+242
+4% +$61.9K 1.3% 28
2021
Q4 		$1.6M Buy
+5,477
New +$1.65M 1.32% 23

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

Widmann Financial Services's IWO Position: Q2 2026 in Review

Widmann Financial Services reduced its iShares Russell 2000 Growth ETF (IWO) stake by 2.1% in Q2 2026, selling an estimated $71.2K and leaving 9,013 shares worth $3.55M. The position accounts for 1.9% of the portfolio, ranked #14.

Widmann Financial Services first reported a position in IWO in Q4 2021 and has held it in 19 quarters since. 1,105 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Widmann Financial Services held 9,013 shares of iShares Russell 2000 Growth ETF worth $3.55M as of Q2 2026.
  • Widmann Financial Services sold 195 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $71.2K.
  • iShares Russell 2000 Growth ETF made up 1.9% of Widmann Financial Services's portfolio in Q2 2026, its #14 holding.
  • Widmann Financial Services first reported a position in iShares Russell 2000 Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,105 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Widmann Financial Services's 13F filing for Q2 2026, filed 14 Aug 2026.