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IWO icon

Bensler’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Bensler’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 		$740K Sell
1,877
-1
-0.1% -$365 0.07% 115
2026
Q1 		$589K Hold
1,878
– – 0.06% 114
2025
Q4 		$607K Sell
1,878
-560
-23% -$182K 0.06% 111
2025
Q3 		$780K Buy
2,438
+1
+0% +$302 0.08% 101
2025
Q2 		$697K Buy
2,437
+1
+0% +$263 0.08% 101
2025
Q1 		$622K Buy
2,436
+1
+0% +$282 0.08% 100
2024
Q4 		$701K Buy
2,435
+103
+4% +$30.5K 0.08% 99
2024
Q3 		$662K Buy
2,332
+2
+0.1% +$548 0.08% 98
2024
Q2 		$612K Buy
2,330
+1
+0% +$260 0.08% 100
2024
Q1 		$631K Sell
2,329
-268
-10% -$68.5K 0.09% 99
2023
Q4 		$655K Buy
2,597
+3
+0.1% +$676 0.11% 99
2023
Q3 		$582K Hold
2,594
– – 0.11% 100
2023
Q2 		$630K Hold
2,594
– – 0.12% 100
2023
Q1 		$588K Buy
2,594
+2
+0.1% +$457 0.12% 100
2022
Q4 		$556K Buy
2,592
+1
+0% +$219 0.12% 101
2022
Q3 		$535K Buy
2,591
+8
+0.3% +$1.8K 0.13% 101
2022
Q2 		$533K Buy
2,583
+3
+0.1% +$669 0.13% 97
2022
Q1 		$660K Buy
+2,580
New +$660K 0.14% 95

Other funds holding IWO

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
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
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Bensler's IWO Position: Q2 2026 in Review

Bensler reduced its iShares Russell 2000 Growth ETF (IWO) stake by 0.05% in Q2 2026, selling an estimated $365 and leaving 1,877 shares worth $740K. The position accounts for 0.07% of the portfolio, ranked #115.

Bensler first reported a position in IWO in Q1 2022 and has held it in 18 quarters since. The position peaked at $780K in Q3 2025. 370 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Bensler held 1,877 shares of iShares Russell 2000 Growth ETF worth $740K as of Q2 2026.
  • Bensler sold 1 iShares Russell 2000 Growth ETF share in Q2 2026, an estimated $365.
  • iShares Russell 2000 Growth ETF made up 0.07% of Bensler's portfolio in Q2 2026, its #115 holding.
  • Bensler first reported a position in iShares Russell 2000 Growth ETF in Q1 2022 and has held it in 18 quarters since.
  • Bensler's iShares Russell 2000 Growth ETF position peaked at $780K in Q3 2025.
  • 370 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Bensler's 13F filing for Q2 2026, filed 23 Jul 2026.