Bedel Financial Consulting’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $941K | Sell |
2,637
-93
| -3% | -$35.1K | 0.09% | 122 |
|
|
2026
Q2 | $1.08M | Buy |
2,730
+3
| +0.1% | +$1.1K | 0.1% | 105 |
|
|
2026
Q1 | $856K | Sell |
2,727
-52
| -2% | -$17.3K | 0.1% | 116 |
|
|
2025
Q4 | $898K | Buy |
2,779
+175
| +7% | +$56.9K | 0.1% | 113 |
|
|
2025
Q3 | $833K | Buy |
2,604
+2
| +0.1% | +$603 | 0.11% | 112 |
|
|
2025
Q2 | $744K | Hold |
2,602
| – | – | 0.1% | 113 |
|
|
2025
Q1 | $667K | Buy |
2,602
+7
| +0.3% | +$1.98K | 0.1% | 116 |
|
|
2024
Q4 | $782K | Buy |
2,595
+56
| +2% | +$16.6K | 0.11% | 105 |
|
|
2024
Q3 | $721K | Sell |
2,539
-12
| -0.5% | -$3.29K | 0.1% | 107 |
|
|
2024
Q2 | $670K | Buy |
2,551
+2
| +0.1% | +$519 | 0.1% | 108 |
|
|
2024
Q1 | $690K | Sell |
2,549
-68
| -3% | -$17.4K | 0.11% | 102 |
|
|
2023
Q4 | $660K | Buy |
2,617
+201
| +8% | +$45.3K | 0.12% | 102 |
|
|
2023
Q3 | $542K | Buy |
2,416
+12
| +0.5% | +$2.87K | 0.11% | 114 |
|
|
2023
Q2 | $583K | Buy |
2,404
+80
| +3% | +$18.3K | 0.12% | 105 |
|
|
2023
Q1 | $527K | Buy |
2,324
+513
| +28% | +$117K | 0.13% | 109 |
|
|
2022
Q4 | $388K | Sell |
1,811
-134
| -7% | -$29.4K | 0.1% | 139 |
|
|
2022
Q3 | $427K | Buy |
1,945
+411
| +27% | +$92.5K | 0.11% | 125 |
|
|
2022
Q2 | $316K | Buy |
1,534
+445
| +41% | +$99.2K | 0.09% | 143 |
|
|
2022
Q1 | $279K | Hold |
1,089
| – | – | 0.09% | 155 |
|
|
2021
Q4 | $319K | Hold |
1,089
| – | – | 0.1% | 142 |
|
|
2021
Q3 | $320K | Hold |
1,089
| – | – | 0.11% | 135 |
|
|
2021
Q2 | $339K | Hold |
1,089
| – | – | 0.12% | 127 |
|
|
2021
Q1 | $328K | Hold |
1,089
| – | – | 0.13% | 123 |
|
|
2020
Q4 | $312K | Hold |
1,089
| – | – | 0.14% | 106 |
|
|
2020
Q3 | $241K | Hold |
1,089
| – | – | 0.12% | 124 |
|
|
2020
Q2 | $225K | Sell |
1,089
-291
| -21% | -$54.4K | 0.12% | 115 |
|
|
2020
Q1 | $218K | Sell |
1,380
-320
| -19% | -$63.5K | 0.14% | 110 |
|
|
2019
Q4 | $364K | Sell |
1,700
-36
| -2% | -$7.31K | 0.21% | 85 |
|
|
2019
Q3 | $335K | Hold |
1,736
| – | – | 0.2% | 95 |
|
|
2019
Q2 | $349K | Buy |
1,736
+39
| +2% | +$7.71K | 0.21% | 94 |
|
|
2019
Q1 | $334K | Hold |
1,697
| – | – | 0.21% | 88 |
|
|
2018
Q4 | $285K | Buy |
1,697
+611
| +56% | +$114K | 0.21% | 89 |
|
|
2018
Q3 | $216K | Buy |
1,086
+36
| +3% | +$7.68K | 0.14% | 126 |
|
|
2018
Q2 | $215K | Hold |
1,050
| – | – | 0.16% | 125 |
|
|
2018
Q1 | $200K | Buy |
+1,050
| New | +$202K | 0.15% | 130 |
|
Other funds holding IWO
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Bedel Financial Consulting's IWO Position: Q3 2026 in Review
Bedel Financial Consulting reduced its iShares Russell 2000 Growth ETF (IWO) stake by 3.4% in Q3 2026, selling an estimated $35.1K and leaving 2,637 shares worth $941K. The position accounts for 0.09% of the portfolio, ranked #122.
Bedel Financial Consulting first reported a position in IWO in Q1 2018 and has held it in 35 quarters since. The position peaked at $1.08M in Q2 2026. 762 funds tracked by Wall St. Rank hold IWO as of Q3 2026.
- Bedel Financial Consulting held 2,637 shares of iShares Russell 2000 Growth ETF worth $941K as of Q3 2026.
- Bedel Financial Consulting sold 93 iShares Russell 2000 Growth ETF shares in Q3 2026, an estimated $35.1K.
- iShares Russell 2000 Growth ETF made up 0.09% of Bedel Financial Consulting's portfolio in Q3 2026, its #122 holding.
- Bedel Financial Consulting first reported a position in iShares Russell 2000 Growth ETF in Q1 2018 and has held it in 35 quarters since.
- Bedel Financial Consulting's iShares Russell 2000 Growth ETF position peaked at $1.08M in Q2 2026.
- 762 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2026.
Based on Bedel Financial Consulting's 13F filing for Q3 2026, filed 6 Nov 2026.