Willner & Heller’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Willner & Heller’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	$575K	Buy	1,459 +2	+0.1%	+$730	0.36%	80
2026 Q1	$457K	Hold	1,457	–	–	0.34%	90
2025 Q4	$470K	Buy	1,457 +4	+0.3%	+$1.3K	0.34%	94
2025 Q3	$465K	Buy	1,453 +1	+0.1%	+$302	0.36%	87
2025 Q2	$415K	Buy	1,452 +2	+0.1%	+$526	0.35%	94
2025 Q1	$371K	Buy	1,450 +2	+0.1%	+$564	0.34%	102
2024 Q4	$417K	Buy	1,448 +5	+0.3%	+$1.48K	0.37%	90
2024 Q3	$410K	Buy	1,443 +3	+0.2%	+$822	0.37%	93
2024 Q2	$378K	Buy	1,440 +2	+0.1%	+$519	0.36%	95
2024 Q1	$389K	Buy	1,438 +2	+0.1%	+$511	0.39%	91
2023 Q4	$362K	Buy	+1,436	New	+$324K	0.4%	90
2022 Q4	$302K	Buy	1,407 +3	+0.2%	+$657	0.43%	89
2022 Q3	$290K	Buy	1,404 +15	+1%	+$3.38K	0.47%	81
2022 Q2	$287K	Buy	1,389 +2	+0.1%	+$446	0.45%	81
2022 Q1	$406K	Buy	1,387 +2	+0.1%	+$512	0.5%	72
2021 Q4	$407K	Buy	+1,385	New	+$417K	0.54%	61

Other funds holding IWO

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $392M AUM

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

LWM Advisors El Dorado Hills, California $134M AUM 22.23% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Willner & Heller's IWO Position: Q2 2026 in Review

Willner & Heller increased its iShares Russell 2000 Growth ETF (IWO) stake by 0.14% in Q2 2026, buying an estimated $730 and bringing the position to 1,459 shares worth $575K. The position accounts for 0.36% of the portfolio, ranked #80.

Willner & Heller first reported a position in IWO in Q4 2021 and has held it in 16 quarters since. 189 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Willner & Heller held 1,459 shares of iShares Russell 2000 Growth ETF worth $575K as of Q2 2026.
Willner & Heller bought 2 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $730.
iShares Russell 2000 Growth ETF made up 0.36% of Willner & Heller's portfolio in Q2 2026, its #80 holding.
Willner & Heller first reported a position in iShares Russell 2000 Growth ETF in Q4 2021 and has held it in 16 quarters since.
189 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Willner & Heller's 13F filing for Q2 2026, filed 7 Jul 2026.