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Badgley Phelps Wealth Managers’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Badgley Phelps Wealth Managers’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
Q1 		$70.3M Buy
224,148
+1,127
+0.5% +$375K 1.4% 18
2025
Q4 		$72M Buy
223,021
+6,327
+3% +$2.06M 1.32% 18
2025
Q3 		$69.4M Buy
216,694
+2,252
+1% +$679K 1.46% 17
2025
Q2 		$61.3M Buy
214,442
+5,671
+3% +$1.49M 1.36% 17
2025
Q1 		$53.3M Buy
208,771
+6,588
+3% +$1.86M 1.29% 20
2024
Q4 		$58.2M Sell
202,183
-649
-0.3% -$192K 1.36% 19
2024
Q3 		$57.6M Buy
202,832
+1,813
+0.9% +$497K 1.34% 18
2024
Q2 		$52.8M Sell
201,019
-61
-0% -$15.8K 1.31% 20
2024
Q1 		$54.5M Buy
201,080
+5,483
+3% +$1.4M 1.36% 18
2023
Q4 		$49.3M Buy
195,597
+14,038
+8% +$3.16M 1.34% 18
2023
Q3 		$40.7M Buy
181,559
+2,929
+2% +$701K 1.39% 17
2023
Q2 		$43.3M Buy
178,630
+3,414
+2% +$783K 1.43% 15
2023
Q1 		$39.7M Buy
175,216
+3,738
+2% +$855K 1.46% 13
2022
Q4 		$36.8M Sell
171,478
-8,025
-4% -$1.76M 1.47% 13
2022
Q3 		$37.1M Sell
179,503
-7,364
-4% -$1.66M 1.59% 13
2022
Q2 		$38.6M Sell
186,867
-5,436
-3% -$1.21M 1.58% 12
2022
Q1 		$49.2M Buy
192,303
+4,911
+3% +$1.26M 1.71% 11
2021
Q4 		$54.9M Buy
187,392
+9,362
+5% +$2.82M 1.78% 10
2021
Q3 		$52.3M Buy
+178,030
New +$53.5M 1.9% 9

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

Badgley Phelps Wealth Managers's IWO Position: Q1 2026 in Review

Badgley Phelps Wealth Managers increased its iShares Russell 2000 Growth ETF (IWO) stake by 0.51% in Q1 2026, buying an estimated $375K and bringing the position to 224,148 shares worth $70.3M. The position accounts for 1.4% of the portfolio, ranked #18.

Badgley Phelps Wealth Managers first reported a position in IWO in Q3 2021 and has held it in 19 quarters since. The position peaked at $72M in Q4 2025. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Badgley Phelps Wealth Managers held 224,148 shares of iShares Russell 2000 Growth ETF worth $70.3M as of Q1 2026.
  • Badgley Phelps Wealth Managers bought 1,127 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $375K.
  • iShares Russell 2000 Growth ETF made up 1.4% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #18 holding.
  • Badgley Phelps Wealth Managers first reported a position in iShares Russell 2000 Growth ETF in Q3 2021 and has held it in 19 quarters since.
  • Badgley Phelps Wealth Managers's iShares Russell 2000 Growth ETF position peaked at $72M in Q4 2025.
  • 1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.