World Investment Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

World Investment 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	$2.55M	Sell	7,950 -299	-4%	-$109K	0.04%	418
2026 Q1	$2.59M	Buy	8,249 +1,510	+22%	+$502K	0.04%	415
2025 Q4	$2.18M	Buy	6,739 +1,074	+19%	+$349K	0.04%	447
2025 Q3	$1.81M	Sell	5,665 -75	-1%	-$22.6K	0.04%	422
2025 Q2	$1.64M	Buy	5,740 +59	+1%	+$15.5K	0.04%	412
2025 Q1	$1.45M	Sell	5,681 -169	-3%	-$47.7K	0.04%	416
2024 Q4	$1.68M	Buy	5,850 +4,797	+456%	+$1.42M	0.05%	363
2024 Q3	$299K	Buy	+1,053	New	+$288K	0.01%	741

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

World Investment Advisors's IWO Position: Q2 2026 in Review

World Investment Advisors reduced its iShares Russell 2000 Growth ETF (IWO) stake by 3.6% in Q2 2026, selling an estimated $109K and leaving 7,950 shares worth $2.55M. The position accounts for 0.04% of the portfolio, ranked #418.

World Investment Advisors first reported a position in IWO in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.59M in Q1 2026. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

World Investment Advisors held 7,950 shares of iShares Russell 2000 Growth ETF worth $2.55M as of Q2 2026.
World Investment Advisors sold 299 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $109K.
iShares Russell 2000 Growth ETF made up 0.04% of World Investment Advisors's portfolio in Q2 2026, its #418 holding.
World Investment Advisors first reported a position in iShares Russell 2000 Growth ETF in Q3 2024 and has held it in 8 quarters since.
World Investment Advisors's iShares Russell 2000 Growth ETF position peaked at $2.59M in Q1 2026.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.