William Howard & Co Financial Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

William Howard & Co Financial 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	$321K	Hold	814	–	–	0.25%	45
2026 Q1	$255K	Hold	814	–	–	0.22%	46
2025 Q4	$263K	Hold	814	–	–	0.22%	46
2025 Q3	$261K	Sell	814 -144	-15%	-$43.4K	0.22%	45
2025 Q2	$274K	Sell	958 -22	-2%	-$5.79K	0.24%	44
2025 Q1	$250K	Sell	980 -168	-15%	-$47.4K	0.23%	42
2024 Q4	$330K	Sell	1,148 -675	-37%	-$200K	0.3%	37
2024 Q3	$518K	Hold	1,823	–	–	0.44%	32
2024 Q2	$479K	Sell	1,823 -23	-1%	-$5.97K	0.44%	29
2024 Q1	$500K	Buy	+1,846	New	+$472K	0.47%	28

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

William Howard & Co Financial Advisors's IWO Position: Q2 2026 in Review

William Howard & Co Financial Advisors held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 814 shares worth $321K. The position accounts for 0.25% of the portfolio, ranked #45.

William Howard & Co Financial Advisors first reported a position in IWO in Q1 2024 and has held it in 10 quarters since. The position peaked at $518K in Q3 2024. 1,100 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

William Howard & Co Financial Advisors held 814 shares of iShares Russell 2000 Growth ETF worth $321K as of Q2 2026.
William Howard & Co Financial Advisors left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.25% of William Howard & Co Financial Advisors's portfolio in Q2 2026, its #45 holding.
William Howard & Co Financial Advisors first reported a position in iShares Russell 2000 Growth ETF in Q1 2024 and has held it in 10 quarters since.
William Howard & Co Financial Advisors's iShares Russell 2000 Growth ETF position peaked at $518K in Q3 2024.
1,100 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on William Howard & Co Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.