Who Owns iShares Russell 2000 Growth Fund
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in iShares Russell 2000 Growth Fund.
Who crossed 5% of IWO →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| WoodTrust Financial CorpOTHER70.5K shtrimmed | $25.1M |
| STEPHENS GROUP ASSET MANAGEMENT, LLCRUS 2000 GRW ETF61K shtrimmed | $21.8M |
| RTD Financial Advisors, Inc.RUS 2000 GRW ETF38.8K shtrimmed | $13.8M |
| Farther Finance Advisors, LLCETF22.9K shadded | $8.2M |
| LWM ADVISORS INCRUS 2000 GRW ETF22.9K shtrimmed | $8.2M |
| Avidian Wealth Enterprises, LLCRUS 2000 GRW ETF20K shtrimmed | $7.1M |
| FELL CAPITAL MANAGEMENT /ADVRUS 2000 GRW ETF14.9K shadded | $5.3M |
| Echo45 Advisors LLCRUS 2000 GRW ETF11.4K shadded | $4.1M |
| SACKS & ASSOCIATES, LLCRUS 2000 GRW ETF11.2K shtrimmed | $4M |
| Atlas Brown,Inc.ETF10.2K shtrimmed | $3.6M |
| TOMPKINS FINANCIAL CORPRUS 2000 GRW ETF9.4K shheld | $3.4M |
| Wealth Enhancement Trust Services, Inc.RUS 2000 GRW ETF8.4K shtrimmed | $3M |
| jvl associates llcRUS 2000 GRW ETF6.8K shheld | $2.4M |
| Valeo Financial Advisors, LLCETF5.3K shadded | $1.9M |
| DECISION INVESTMENTS, INCRUS 2000 GRW ETF5.2K shtrimmed | $1.9M |
| Friday FinancialRUS 2000 GRW ETF4.4K shadded | $1.6M |
| DAVIDSON TRUST COEquities4.1K shadded | $1.5M |
| Veery Capital, LLCRUS 2000 GRW ETF3.8K shtrimmed | $1.4M |
| RIVERSEDGE ADVISORS, LLCRUS 2000 GRW ETF3.5K shtrimmed | $1.3M |
| Apella Capital, LLCRUS 2000 GRW ETF3.5K shadded | $1.2M |
| CANANDAIGUA NATIONAL BANK & TRUST COCom3.2K shheld | $1.1M |
| ACIMA PRIVATE WEALTH, LLCETF3.2K shheld | $1.1M |
| CONGRESS ASSET MANAGEMENT COCOM3K shtrimmed | $1.1M |
| Prosperity Planning, Inc.RUS 2000 GRW ETF3K shtrimmed | $1.1M |
| EASTERN BANKRUS 2000 GRW ETF3K shtrimmed | $1.1M |
| DIVERSIFIED MANAGEMENT INCRUS 2000 GRW ETF2.8K shadded | $1M |
| INSPIRION WEALTH ADVISORS, LLCRUS 2000 GRW ETF2.7K shheld | $951.1K |
| Venture Visionary Partners LLCRUS 2000 GRW ETF2.6K shheld | $916.7K |
| FC Advisory LLCRUS 2000 GRW ETF2.3K shtrimmed | $805.2K |
| CHAPIN DAVIS, INC.RUS 2000 GRW ETF1.6K shheld | $563.2K |
| AVAII WEALTH MANAGEMENT, LLCRUS 2000 GRW ETF1.4K shheld | $516K |
| ARMSTRONG ADVISORY GROUP, INCRUS 2000 GRW ETF1.4K shtrimmed | $487.5K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INCETF1.2K shheld | $438.6K |
| Kaizen Financial StrategiesRUS 2000 GRW ETF1.1K shheld | $383.7K |
| EPIQ PARTNERS, LLCRUS 2000 GRW ETF1.1K shheld | $375.8K |
| SAPIENT CAPITAL LLCRUS 2000 GRW ETF1K shheld | $370.8K |
| Bangor Savings BankRUS 2000 GRW ETF1K shheld | $360.5K |
| Heartwood Wealth Advisors LLCETF989 shtrimmed | $353K |
| MassMutual Private Wealth & Trust, FSBExchange Traded Fund810 shheld | $289.1K |
| Intelligence Driven Advisers, LLCRUS 2000 GRW ETF766 shheld | $273.5K |
| Asempa Wealth AdvisorsRUS 2000 GRW ETF711 shheld | $254.2K |
| JP Wealth Management, Inc.RUS 2000 GRW ETF697 shheld | $248.8K |
| Galvin, Gaustad & Stein, LLCRUS 2000 GRW ETF669 shheld | $238.9K |
| Everhart Financial Group, Inc.RUS 2000 GRW ETF665 shtrimmed | $237.3K |
| Balefire, LLCRUS 2000 GRW ETF636 shadded | $227K |
| Lee, Kelleher & Klein Wealth ManagementRUS 2000 GRW ETF589 shheld | $210.2K |
| ELEVATION WEALTH PARTNERS, LLCRUS 2000 GRW ETF536 shheld | $191.3K |
| Grove Bank & TrustRUS 2000 GRW ETF427 shheld | $152.4K |
| Trust CoETF345 shadded | $123.2K |
| General Partner, Inc.CL200 shheld | $71.4K |
| Dorato Capital ManagementRUS 2000 GRW ETF184 shheld | $65.4K |
| GAMMA Investing LLCETF178 shtrimmed | $63.5K |
| CoreCap Advisors, LLCETF128 shtrimmed | $45.7K |
| Retirement Wealth Solutions LLCRUS 2000 GRW ETF115 shheld | $41K |
| Bullock Wealth Management GroupETF33 shheld | $11.8K |
| Marquette Asset Management, LLCRUS 2000 GRW ETF25 shheld | $8.9K |
| GK Wealth Management LLCRUS 2000 GRW ETF21 sh— | $7.3K |
| Go Invest LLCETF12 shheld | $4.2K |
| TOTH FINANCIAL ADVISORY CORPRUS 2000 GRW ETF3 shheld | $1.1K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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