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Atlas Brown’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Atlas Brown’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 		$4.06M Sell
10,295
-7
-0.1% -$2.55K 1.09% 22
2026
Q1 		$3.23M Sell
10,302
-45
-0.4% -$15K 0.97% 26
2025
Q4 		$3.34M Buy
10,347
+2
+0% +$650 0.99% 24
2025
Q3 		$3.31M Buy
10,345
+2
+0% +$603 0.98% 24
2025
Q2 		$2.96M Buy
10,343
+30
+0.3% +$7.9K 0.95% 25
2025
Q1 		$2.64M Sell
10,313
-93
-0.9% -$26.2K 0.92% 25
2024
Q4 		$3M Sell
10,406
-61
-0.6% -$18K 1.02% 24
2024
Q3 		$2.97M Sell
10,467
-153
-1% -$41.9K 1.03% 24
2024
Q2 		$2.79M Sell
10,620
-5
-0% -$1.3K 1% 25
2024
Q1 		$2.88M Buy
10,625
+55
+0.5% +$14.1K 1.05% 23
2023
Q4 		$2.67M Buy
10,570
+387
+4% +$87.2K 1.1% 22
2023
Q3 		$2.28M Buy
10,183
+158
+2% +$37.8K 1.04% 26
2023
Q2 		$2.43M Buy
10,025
+79
+0.8% +$18.1K 1.07% 23
2023
Q1 		$2.26M Buy
9,946
+918
+10% +$210K 1.04% 23
2022
Q4 		$1.94M Sell
9,028
-1,437
-14% -$315K 0.95% 31
2022
Q3 		$2.16M Sell
10,465
-113
-1% -$25.4K 1.1% 22
2022
Q2 		$2.18M Buy
10,578
+56
+0.5% +$12.5K 1.03% 25
2022
Q1 		$2.69M Buy
10,522
+17
+0.2% +$4.35K 1.1% 23
2021
Q4 		$3.08M Sell
10,505
-9
-0.1% -$2.71K 1.19% 21
2021
Q3 		$3.09M Sell
10,514
-217
-2% -$65.2K 1.34% 19
2021
Q2 		$3.35M Sell
10,731
-231
-2% -$69.5K 1.45% 16
2021
Q1 		$3.3M Buy
10,962
+335
+3% +$104K 1.56% 13
2020
Q4 		$3.05M Sell
10,627
-148
-1% -$37.7K 1.58% 15
2020
Q3 		$2.39M Buy
10,775
+2
+0% +$438 1.41% 18
2020
Q2 		$2.21M Buy
10,773
+214
+2% +$40K 1.41% 19
2020
Q1 		$1.67M Buy
10,559
+860
+9% +$171K 1.3% 23
2019
Q4 		$2.08M Buy
9,699
+2,952
+44% +$599K 1.3% 24
2019
Q3 		$1.3M Sell
6,747
-558
-8% -$111K 0.93% 39
2019
Q2 		$1.47M Buy
7,305
+223
+3% +$44.1K 1.01% 32
2019
Q1 		$1.39M Sell
7,082
-59
-0.8% -$11.2K 0.99% 35
2018
Q4 		$1.2M Sell
7,141
-10
-0.1% -$1.86K 0.93% 38
2018
Q3 		$1.54M Buy
7,151
+34
+0.5% +$7.25K 0.94% 36
2018
Q2 		$1.5M Sell
7,117
-218
-3% -$43.6K 0.35% 39
2018
Q1 		$1.4M Sell
7,335
-770
-10% -$148K 0.25% 39
2017
Q4 		$1.59M Sell
8,105
-22
-0.3% -$4.02K 0.28% 35
2017
Q3 		$1.45M Sell
8,127
-24
-0.3% -$4.08K 0.31% 35
2017
Q2 		$1.38M Sell
8,151
-321
-4% -$52.8K 1.2% 30
2017
Q1 		$1.37M Sell
8,472
-205
-2% -$32.5K 1.08% 26
2016
Q4 		$1.29M Hold
8,677
– – 0.53% 27
2016
Q3 		$1.29M Sell
8,677
-100
-1% -$14.6K 0.53% 27
2016
Q2 		$1.2M Sell
8,777
-169
-2% -$22.8K 0.49% 31
2016
Q1 		$1.19M Sell
8,946
-514
-5% -$64.1K 0.5% 32
2015
Q4 		$1.15M Sell
9,460
-366
-4% -$51.9K 0.73% 26
2015
Q3 		$1.32M Sell
9,826
-861
-8% -$128K 0.57% 23
2015
Q2 		$1.63M Sell
10,687
-100
-0.9% -$15.3K 0.63% 21
2015
Q1 		$1.64M Sell
10,787
-11,253
-51% -$1.64M 0.44% 20
2014
Q4 		$3.14M Sell
22,040
-843
-4% -$114K 0.85% 7
2014
Q3 		$2.97M Buy
22,883
+282
+1% +$37.8K 1.1% 6
2014
Q2 		$3.13M Buy
22,601
+1,472
+7% +$194K 1.55% 7
2014
Q1 		$2.88M Buy
+21,129
New +$2.89M 1.55% 8
2013
Q3 		– Sell
-28,388
Closed -$3.17M – 85
2013
Q2 		$3.17M Buy
+28,388
New +$3.1M 0.68% 20

Other funds holding IWO

CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $392M AUM
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return
LA
LWM Advisors El Dorado Hills, California $134M AUM 22.23% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Atlas Brown's IWO Position: Q2 2026 in Review

Atlas Brown reduced its iShares Russell 2000 Growth ETF (IWO) stake by 0.07% in Q2 2026, selling an estimated $2.55K and leaving 10,295 shares worth $4.06M. The position accounts for 1.09% of the portfolio, ranked #22.

Atlas Brown first reported a position in IWO in Q2 2013 and has held it in 51 quarters since. 189 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Atlas Brown held 10,295 shares of iShares Russell 2000 Growth ETF worth $4.06M as of Q2 2026.
  • Atlas Brown sold 7 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $2.55K.
  • iShares Russell 2000 Growth ETF made up 1.09% of Atlas Brown's portfolio in Q2 2026, its #22 holding.
  • Atlas Brown first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and has held it in 51 quarters since.
  • 189 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Atlas Brown's 13F filing for Q2 2026, filed 9 Jul 2026.