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

XML Financial’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 		$7.79M Sell
19,777
-711
-3% -$259K 0.57% 50
2026
Q1 		$6.43M Sell
20,488
-236
-1% -$78.5K 0.52% 56
2025
Q4 		$6.69M Buy
20,724
+705
+4% +$229K 0.55% 50
2025
Q3 		$6.41M Sell
20,019
-536
-3% -$162K 0.52% 52
2025
Q2 		$5.88M Sell
20,555
-5,624
-21% -$1.48M 0.51% 55
2025
Q1 		$6.69M Sell
26,179
-2,053
-7% -$579K 0.62% 48
2024
Q4 		$8.13M Buy
28,232
+7,945
+39% +$2.35M 0.74% 36
2024
Q3 		$5.76M Buy
20,287
+1,216
+6% +$333K 0.53% 55
2024
Q2 		$5.01M Buy
19,071
+324
+2% +$84.1K 0.5% 58
2024
Q1 		$5.08M Buy
18,747
+556
+3% +$142K 0.52% 54
2023
Q4 		$4.59M Buy
18,191
+932
+5% +$210K 0.48% 63
2023
Q3 		$3.87M Buy
17,259
+175
+1% +$41.9K 0.46% 66
2023
Q2 		$4.15M Buy
17,084
+287
+2% +$65.8K 0.48% 60
2023
Q1 		$3.81M Sell
16,797
-254
-1% -$58.1K 0.46% 65
2022
Q4 		$3.66M Buy
17,051
+2,055
+14% +$450K 0.46% 66
2022
Q3 		$3.1M Buy
14,996
+342
+2% +$77K 0.43% 71
2022
Q2 		$3.02M Buy
14,654
+448
+3% +$99.9K 0.68% 36
2022
Q1 		$3.63M Buy
14,206
+1,600
+13% +$410K 0.43% 72
2021
Q4 		$3.69M Buy
12,606
+772
+7% +$233K 0.44% 67
2021
Q3 		$3.48M Buy
11,834
+725
+7% +$218K 0.46% 66
2021
Q2 		$3.46M Buy
11,109
+1,386
+14% +$417K 0.76% 37
2021
Q1 		$2.92M Buy
9,723
+261
+3% +$81K 0.71% 39
2020
Q4 		$2.71M Sell
9,462
-47
-0.5% -$12K 0.7% 39
2020
Q3 		$2.11M Sell
9,509
-362
-4% -$79.2K 0.66% 38
2020
Q2 		$2.04M Sell
9,871
-590
-6% -$110K 0.71% 34
2020
Q1 		$1.66M Buy
10,461
+1,241
+13% +$246K 0.71% 37
2019
Q4 		$1.98M Buy
+9,220
New +$1.87M 0.72% 34

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

XML Financial's IWO Position: Q2 2026 in Review

XML Financial reduced its iShares Russell 2000 Growth ETF (IWO) stake by 3.5% in Q2 2026, selling an estimated $259K and leaving 19,777 shares worth $7.79M. The position accounts for 0.57% of the portfolio, ranked #50.

XML Financial first reported a position in IWO in Q4 2019 and has held it in 27 quarters since. The position peaked at $8.13M in Q4 2024. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • XML Financial held 19,777 shares of iShares Russell 2000 Growth ETF worth $7.79M as of Q2 2026.
  • XML Financial sold 711 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $259K.
  • iShares Russell 2000 Growth ETF made up 0.57% of XML Financial's portfolio in Q2 2026, its #50 holding.
  • XML Financial first reported a position in iShares Russell 2000 Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • XML Financial's iShares Russell 2000 Growth ETF position peaked at $8.13M in Q4 2024.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.