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Accredited Investors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Accredited Investors’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 		$1.03M Hold
2,606
– – 0.04% 115
2026
Q1 		$818K Hold
2,606
– – 0.04% 123
2025
Q4 		$842K Sell
2,606
-2
-0.1% -$650 0.04% 115
2025
Q3 		$835K Hold
2,608
– – 0.05% 110
2025
Q2 		$746K Buy
2,608
+2
+0.1% +$526 0.04% 109
2025
Q1 		$666K Sell
2,606
-10
-0.4% -$2.82K 0.04% 110
2024
Q4 		$753K Hold
2,616
– – 0.04% 105
2024
Q3 		$743K Buy
2,616
+10
+0.4% +$2.74K 0.04% 107
2024
Q2 		$684K Hold
2,606
– – 0.04% 104
2024
Q1 		$706K Hold
2,606
– – 0.05% 104
2023
Q4 		$657K Sell
2,606
-208
-7% -$46.9K 0.05% 106
2023
Q3 		$631K Hold
2,814
– – 0.05% 101
2023
Q2 		$683K Hold
2,814
– – 0.05% 94
2023
Q1 		$638K Sell
2,814
-28
-1% -$6.41K 0.05% 94
2022
Q4 		$610K Hold
2,842
– – 0.05% 91
2022
Q3 		$587K Hold
2,842
– – 0.07% 90
2022
Q2 		$586K Sell
2,842
-35
-1% -$7.8K 0.07% 97
2022
Q1 		$736K Sell
2,877
-609
-17% -$156K 0.07% 92
2021
Q4 		$1.02M Buy
3,486
+167
+5% +$50.3K 0.09% 77
2021
Q3 		$974K Hold
3,319
– – 0.11% 71
2021
Q2 		$1.03M Buy
3,319
+35
+1% +$10.5K 0.11% 68
2021
Q1 		$988K Sell
3,284
-87
-3% -$27K 0.13% 71
2020
Q4 		$966K Sell
3,371
-435
-11% -$111K 0.16% 64
2020
Q3 		$843K Sell
3,806
-153
-4% -$33.5K 0.18% 61
2020
Q2 		$819K Sell
3,959
-1,249
-24% -$234K 0.17% 61
2020
Q1 		$824K Sell
5,208
-2,628
-34% -$522K 0.19% 53
2019
Q4 		$1.68M Sell
7,836
-41
-0.5% -$8.32K 0.29% 42
2019
Q3 		$1.52M Sell
7,877
-75
-0.9% -$14.9K 0.29% 42
2019
Q2 		$1.6M Sell
7,952
-680
-8% -$134K 0.31% 39
2019
Q1 		$1.7M Sell
8,632
-5,074
-37% -$965K 0.34% 38
2018
Q4 		$2.3M Sell
13,706
-51,643
-79% -$9.63M 0.51% 29
2018
Q3 		$14.1M Buy
65,349
+73
+0.1% +$15.6K 3.47% 11
2018
Q2 		$13.3M Buy
65,276
+20,889
+47% +$4.18M 3.45% 11
2018
Q1 		$8.46M Buy
44,387
+40,694
+1,102% +$7.81M 2.31% 11
2017
Q4 		$689K Sell
3,693
-107
-3% -$19.5K 0.19% 47
2017
Q3 		$680K Hold
3,800
– – 0.19% 50
2017
Q2 		$641K Hold
3,800
– – 0.17% 42
2017
Q1 		$614K Buy
3,800
+160
+4% +$25.4K 0.15% 50
2016
Q4 		$560K Sell
3,640
-80
-2% -$11.9K 0.15% 54
2016
Q3 		$554K Sell
3,720
-457
-11% -$66.6K 0.15% 51
2016
Q2 		$573K Sell
4,177
-937
-18% -$126K 0.16% 51
2016
Q1 		$678K Sell
5,114
-420
-8% -$52.4K 0.17% 40
2015
Q4 		$771K Sell
5,534
-87
-2% -$12.3K 0.19% 33
2015
Q3 		$754K Sell
5,621
-1,607
-22% -$238K 0.2% 35
2015
Q2 		$1.12M Sell
7,228
-346
-5% -$53K 0.29% 24
2015
Q1 		$1.15M Sell
7,574
-1,051
-12% -$153K 0.29% 24
2014
Q4 		$1.23M Buy
8,625
+5,110
+145% +$691K 0.36% 24
2014
Q3 		$456K Buy
3,515
+194
+6% +$26K 0.14% 41
2014
Q2 		$460K Buy
3,321
+906
+38% +$119K 0.15% 38
2014
Q1 		$329K Buy
2,415
+109
+5% +$14.9K 0.11% 45
2013
Q4 		$313K Sell
2,306
-175
-7% -$22.7K 0.11% 43
2013
Q3 		$313K Sell
2,481
-1,672
-40% -$201K 0.12% 42
2013
Q2 		$464K Buy
+4,153
New +$454K 0.18% 33

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

Accredited Investors's IWO Position: Q2 2026 in Review

Accredited Investors held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 2,606 shares worth $1.03M. The position accounts for 0.04% of the portfolio, ranked #115.

Accredited Investors first reported a position in IWO in Q2 2013 and has held it in 53 quarters since. The position peaked at $14.1M in Q3 2018. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Accredited Investors held 2,606 shares of iShares Russell 2000 Growth ETF worth $1.03M as of Q2 2026.
  • Accredited Investors left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Growth ETF made up 0.04% of Accredited Investors's portfolio in Q2 2026, its #115 holding.
  • Accredited Investors first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and has held it in 53 quarters since.
  • Accredited Investors's iShares Russell 2000 Growth ETF position peaked at $14.1M in Q3 2018.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Accredited Investors's 13F filing for Q2 2026, filed 21 Jul 2026.