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

Atlas Capital 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 		$109K Buy
277
+57
+26% +$20.8K 0.01% 582
2026
Q1 		$69K Sell
220
-19
-8% -$6.32K 0.01% 595
2025
Q4 		$77.2K Buy
+239
New +$77.7K 0.01% 572
2025
Q2 		$43.5K Sell
152
-126
-45% -$33.2K 0.01% 640
2025
Q1 		$71K Hold
278
– – 0.01% 587
2024
Q4 		$80K Hold
278
– – 0.01% 549
2024
Q3 		$79K Hold
278
– – 0.01% 520
2024
Q2 		$73K Sell
278
-239
-46% -$62K 0.01% 540
2024
Q1 		$140K Sell
517
-82
-14% -$21K 0.02% 431
2023
Q4 		$151K Hold
599
– – 0.02% 424
2023
Q3 		$134K Buy
599
+245
+69% +$58.6K 0.02% 408
2023
Q2 		$85.9K Buy
354
+141
+66% +$32.3K 0.01% 495
2023
Q1 		$48.3K Sell
213
-145
-41% -$33.2K 0.01% 571
2022
Q4 		$76.8K Buy
358
+79
+28% +$17.3K 0.01% 480
2022
Q3 		$57.6K Sell
279
-36
-11% -$8.1K 0.01% 514
2022
Q2 		$65K Sell
315
-4
-1% -$892 0.01% 521
2022
Q1 		$81.6K Buy
319
+10
+3% +$2.56K 0.01% 495
2021
Q4 		$90.6K Sell
309
-28
-8% -$8.44K 0.01% 467
2021
Q3 		$98.9K Sell
337
-147
-30% -$44.2K 0.02% 440
2021
Q2 		$151K Hold
484
– – 0.03% 398
2021
Q1 		$146K Buy
484
+165
+52% +$51.2K 0.03% 365
2020
Q4 		$91.5K Buy
+319
New +$81.3K 0.02% 406
2020
Q3 		– Sell
-276
Closed -$57.1K – 444
2020
Q2 		$57.1K Hold
276
– – 0.01% 464
2020
Q1 		$43.7K Buy
276
+98
+55% +$19.5K 0.01% 452
2019
Q4 		$38.1K Hold
178
– – 0.01% 492
2019
Q3 		$34.3K Hold
178
– – 0.01% 489
2019
Q2 		$35.8K Sell
178
-46
-21% -$9.1K 0.01% 502
2019
Q1 		$44.1K Buy
224
+46
+26% +$8.75K 0.02% 431
2018
Q4 		$29.9K Buy
178
+143
+409% +$26.7K 0.01% 447
2018
Q3 		$7.36K Hold
35
– – ﹤0.01% 509
2018
Q2 		$7.41K Sell
35
-103
-75% -$20.6K ﹤0.01% 477
2018
Q1 		$26.3K Buy
+138
New +$26.5K 0.01% 436

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

Atlas Capital Advisors's IWO Position: Q2 2026 in Review

Atlas Capital Advisors increased its iShares Russell 2000 Growth ETF (IWO) stake by 26% in Q2 2026, buying an estimated $20.8K and bringing the position to 277 shares worth $109K. The position accounts for 0.01% of the portfolio, ranked #582.

Atlas Capital Advisors first reported a position in IWO in Q1 2018 and has held it in 32 quarters since. The position peaked at $151K in Q4 2023. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Atlas Capital Advisors held 277 shares of iShares Russell 2000 Growth ETF worth $109K as of Q2 2026.
  • Atlas Capital Advisors bought 57 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $20.8K.
  • iShares Russell 2000 Growth ETF made up 0.01% of Atlas Capital Advisors's portfolio in Q2 2026, its #582 holding.
  • Atlas Capital Advisors first reported a position in iShares Russell 2000 Growth ETF in Q1 2018 and has held it in 32 quarters since.
  • Atlas Capital Advisors's iShares Russell 2000 Growth ETF position peaked at $151K in Q4 2023.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.