Birch Hill Investment Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Birch Hill Investment 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	$315K	Hold	800	–	–	0.01%	177
2026 Q1	$251K	Hold	800	–	–	0.01%	183
2025 Q4	$258K	Hold	800	–	–	0.01%	180
2025 Q3	$256K	Hold	800	–	–	0.01%	179
2025 Q2	$229K	Hold	800	–	–	0.01%	186
2025 Q1	$204K	Buy	+800	New	+$226K	0.01%	187

Other funds holding IWO

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

BPWM

Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return

Birch Hill Investment Advisors's IWO Position: Q2 2026 in Review

Birch Hill Investment Advisors held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 800 shares worth $315K. The position accounts for 0.01% of the portfolio, ranked #177.

Birch Hill Investment Advisors first reported a position in IWO in Q1 2025 and has held it in 6 quarters since. 726 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Birch Hill Investment Advisors held 800 shares of iShares Russell 2000 Growth ETF worth $315K as of Q2 2026.
Birch Hill Investment Advisors left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.01% of Birch Hill Investment Advisors's portfolio in Q2 2026, its #177 holding.
Birch Hill Investment Advisors first reported a position in iShares Russell 2000 Growth ETF in Q1 2025 and has held it in 6 quarters since.
726 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Birch Hill Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.