BHK Investment Advisors’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
Q1 | $369K | Hold |
1,175
| – | – | 0.12% | 63 |
|
|
2025
Q4 | $380K | Buy |
1,175
+16
| +1% | +$5.2K | 0.12% | 60 |
|
|
2025
Q3 | $371K | Hold |
1,159
| – | – | 0.14% | 53 |
|
|
2025
Q2 | $331K | Buy |
1,159
+135
| +13% | +$35.5K | 0.13% | 53 |
|
|
2025
Q1 | $262K | Hold |
1,024
| – | – | 0.11% | 57 |
|
|
2024
Q4 | $295K | Sell |
1,024
-50
| -5% | -$14.8K | 0.11% | 56 |
|
|
2024
Q3 | $305K | Buy |
1,074
+1
| +0.1% | +$274 | 0.11% | 55 |
|
|
2024
Q2 | $282K | Hold |
1,073
| – | – | 0.11% | 55 |
|
|
2024
Q1 | $291K | Buy |
1,073
+116
| +12% | +$29.6K | 0.11% | 55 |
|
|
2023
Q4 | $241K | Sell |
957
-165
| -15% | -$37.2K | 0.14% | 52 |
|
|
2023
Q3 | $252K | Sell |
1,122
-250
| -18% | -$59.8K | 0.12% | 51 |
|
|
2023
Q2 | $333K | Hold |
1,372
| – | – | 0.14% | 53 |
|
|
2023
Q1 | $311K | Buy |
1,372
+250
| +22% | +$57.2K | 0.14% | 55 |
|
|
2022
Q4 | $241K | Sell |
1,122
-349
| -24% | -$76.5K | 0.14% | 54 |
|
|
2022
Q3 | $304K | Sell |
1,471
-75
| -5% | -$16.9K | 0.15% | 55 |
|
|
2022
Q2 | $319K | Sell |
1,546
-150
| -9% | -$33.4K | 0.14% | 55 |
|
|
2022
Q1 | $434K | Hold |
1,696
| – | – | 0.18% | 41 |
|
|
2021
Q4 | $497K | Buy |
1,696
+1
| +0.1% | +$301 | 0.2% | 38 |
|
|
2021
Q3 | $498K | Sell |
1,695
-67
| -4% | -$20.1K | 0.21% | 33 |
|
|
2021
Q2 | $549K | Sell |
1,762
-275
| -14% | -$82.7K | 0.22% | 30 |
|
|
2021
Q1 | $584K | Hold |
2,037
| – | – | 0.27% | 29 |
|
|
2020
Q4 | $584K | Hold |
2,037
| – | – | 0.27% | 29 |
|
|
2020
Q3 | $451K | Sell |
2,037
-267
| -12% | -$58.4K | 0.25% | 32 |
|
|
2020
Q2 | $477K | Buy |
2,304
+1
| +0% | +$187 | 0.28% | 30 |
|
|
2020
Q1 | $364K | Sell |
2,303
-100
| -4% | -$19.9K | 0.26% | 32 |
|
|
2019
Q4 | $515K | Sell |
2,403
-29
| -1% | -$5.89K | 0.29% | 34 |
|
|
2019
Q3 | $469K | Sell |
2,432
-149
| -6% | -$29.5K | 0.27% | 49 |
|
|
2019
Q2 | $519K | Sell |
2,581
-150
| -5% | -$29.7K | 0.3% | 49 |
|
|
2019
Q1 | $537K | Buy |
2,731
+308
| +13% | +$58.6K | 0.33% | 45 |
|
|
2018
Q4 | $407K | Buy |
2,423
+1
| +0% | +$187 | 0.31% | 44 |
|
|
2018
Q3 | $521K | Hold |
2,422
| – | – | 0.35% | 34 |
|
|
2018
Q2 | $495K | Buy |
2,422
+1,071
| +79% | +$214K | 0.34% | 33 |
|
|
2018
Q1 | $258K | Buy |
1,351
+172
| +15% | +$33K | 0.19% | 54 |
|
|
2017
Q4 | $220K | Buy |
+1,179
| New | +$215K | 0.19% | 49 |
|
Other funds holding IWO
B
CCWM
TCIIS
BHK Investment Advisors's IWO Position: Q1 2026 in Review
BHK Investment Advisors held its iShares Russell 2000 Growth ETF (IWO) position steady in Q1 2026 at 1,175 shares worth $369K. The position accounts for 0.12% of the portfolio, ranked #63.
BHK Investment Advisors first reported a position in IWO in Q4 2017 and has held it in 34 quarters since. The position peaked at $584K in Q1 2021. 1,021 funds tracked by Wall St. Rank hold IWO as of Q1 2026.
- BHK Investment Advisors held 1,175 shares of iShares Russell 2000 Growth ETF worth $369K as of Q1 2026.
- BHK Investment Advisors left its iShares Russell 2000 Growth ETF share count unchanged in Q1 2026.
- iShares Russell 2000 Growth ETF made up 0.12% of BHK Investment Advisors's portfolio in Q1 2026, its #63 holding.
- BHK Investment Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2017 and has held it in 34 quarters since.
- BHK Investment Advisors's iShares Russell 2000 Growth ETF position peaked at $584K in Q1 2021.
- 1,021 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.
Based on BHK Investment Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.