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1834 Investment Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

1834 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 		$3.25M Hold
8,262
– – 0.37% 74
2026
Q1 		$2.59M Sell
8,262
-46
-0.6% -$15.3K 0.32% 71
2025
Q4 		$2.68M Sell
8,308
-45
-0.5% -$14.6K 0.34% 72
2025
Q3 		$2.67M Sell
8,353
-1,980
-19% -$597K 0.33% 72
2025
Q2 		$2.95M Sell
10,333
-1,085
-10% -$286K 0.37% 66
2025
Q1 		$2.92M Sell
11,418
-240
-2% -$67.7K 0.38% 66
2024
Q4 		$3.36M Sell
11,658
-4
-0% -$1.18K 0.42% 62
2024
Q3 		$3.31M Hold
11,662
– – 0.39% 66
2024
Q2 		$3.06M Sell
11,662
-35
-0.3% -$9.09K 0.37% 71
2024
Q1 		$3.17M Sell
11,697
-37
-0.3% -$9.45K 0.38% 69
2023
Q4 		$2.96M Sell
11,734
-30
-0.3% -$6.76K 0.35% 67
2023
Q3 		$2.64M Buy
11,764
+521
+5% +$125K 0.33% 72
2023
Q2 		$2.73M Sell
11,243
-1,630
-13% -$374K 0.33% 72
2023
Q1 		$2.92M Sell
12,873
-9
-0.1% -$2.06K 0.35% 69
2022
Q4 		$2.76M Sell
12,882
-108
-0.8% -$23.7K 0.39% 62
2022
Q3 		$2.68M Sell
12,990
-112
-0.9% -$25.2K 0.4% 61
2022
Q2 		$2.7M Sell
13,102
-246
-2% -$54.9K 0.38% 55
2022
Q1 		$3.41M Sell
13,348
-30
-0.2% -$7.68K 0.42% 57
2021
Q4 		$3.92M Sell
13,378
-264
-2% -$79.6K 0.44% 59
2021
Q3 		$4M Sell
13,642
-375
-3% -$113K 0.49% 58
2021
Q2 		$4.37M Sell
14,017
-154
-1% -$46.3K 0.53% 58
2021
Q1 		$4.26M Sell
14,171
-7,091
-33% -$2.2M 0.55% 55
2020
Q4 		$6.1M Sell
21,262
-157
-0.7% -$40K 0.81% 45
2020
Q3 		$4.75M Sell
21,419
-108
-0.5% -$23.6K 0.69% 48
2020
Q2 		$4.45M Buy
21,527
+6,320
+42% +$1.18M 0.71% 47
2020
Q1 		$2.4M Sell
15,207
-55
-0.4% -$10.9K 0.46% 58
2019
Q4 		$3.27M Sell
15,262
-6,763
-31% -$1.37M 0.5% 55
2019
Q3 		$4.25M Sell
22,025
-754
-3% -$149K 0.62% 54
2019
Q2 		$4.58M Sell
22,779
-460
-2% -$91K 0.69% 49
2019
Q1 		$4.57M Sell
23,239
-1,424
-6% -$271K 0.7% 52
2018
Q4 		$4.14M Hold
24,663
– – 0.69% 54
2018
Q3 		$5.3M Sell
24,663
-538
-2% -$115K 0.77% 53
2018
Q2 		$5.15M Sell
25,201
-1,079
-4% -$216K 0.81% 52
2018
Q1 		$5.01M Sell
26,280
-280
-1% -$53.8K 0.86% 42
2017
Q4 		$4.96M Sell
26,560
-125
-0.5% -$22.8K 0.78% 45
2017
Q3 		$4.78M Hold
26,685
– – 0.89% 46
2017
Q2 		$4.5M Sell
26,685
-215
-0.8% -$35.4K 0.85% 48
2017
Q1 		$4.35M Sell
26,900
-350
-1% -$55.5K 0.83% 48
2016
Q4 		$4.2M Sell
27,250
-125
-0.5% -$18.7K 0.85% 44
2016
Q3 		$4.08M Sell
27,375
-155
-0.6% -$22.6K 0.88% 43
2016
Q2 		$3.78M Sell
27,530
-10
-0% -$1.35K 0.82% 43
2016
Q1 		$3.65M Buy
27,540
+255
+0.9% +$31.8K 0.83% 46
2015
Q4 		$3.8M Sell
27,285
-65
-0.2% -$9.22K 0.89% 38
2015
Q3 		$3.66M Sell
27,350
-250
-0.9% -$37K 0.91% 40
2015
Q2 		$4.27M Sell
27,600
-50
-0.2% -$7.66K 1.17% 31
2015
Q1 		$4.19M Sell
27,650
-63
-0.2% -$9.18K 1.14% 30
2014
Q4 		$3.95M Sell
27,713
-129
-0.5% -$17.5K 1.09% 35
2014
Q3 		$3.61M Sell
27,842
-60
-0.2% -$8.04K 1% 38
2014
Q2 		$3.86M Sell
27,902
-209
-0.7% -$27.5K 1.05% 36
2014
Q1 		$3.83M Sell
28,111
-245
-0.9% -$33.5K 1.12% 35
2013
Q4 		$3.84M Sell
28,356
-46
-0.2% -$5.96K 1.13% 31
2013
Q3 		$3.57M Sell
28,402
-71
-0.2% -$8.56K 1.17% 33
2013
Q2 		$3.17M Buy
+28,473
New +$3.11M 1.09% 32

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

1834 Investment Advisors's IWO Position: Q2 2026 in Review

1834 Investment Advisors held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 8,262 shares worth $3.25M. The position accounts for 0.37% of the portfolio, ranked #74.

1834 Investment Advisors first reported a position in IWO in Q2 2013 and has held it in 53 quarters since. The position peaked at $6.1M in Q4 2020. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • 1834 Investment Advisors held 8,262 shares of iShares Russell 2000 Growth ETF worth $3.25M as of Q2 2026.
  • 1834 Investment Advisors left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Growth ETF made up 0.37% of 1834 Investment Advisors's portfolio in Q2 2026, its #74 holding.
  • 1834 Investment Advisors first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and has held it in 53 quarters since.
  • 1834 Investment Advisors's iShares Russell 2000 Growth ETF position peaked at $6.1M in Q4 2020.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on 1834 Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.