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Boreal Capital Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Boreal Capital Management’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 		– Sell
-103
Closed -$33.3K – 517
2025
Q4 		$33.3K Hold
103
– – 0.03% 230
2025
Q3 		$33K Hold
103
– – 0.03% 236
2025
Q2 		$29.4K Buy
+103
New +$27.1K 0.02% 245

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Boreal Capital Management's IWO Position: Q1 2026 in Review

Boreal Capital Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2026, closing a stake of 103 shares — an estimated $33.3K sold.

Boreal Capital Management first reported a position in IWO in Q2 2025 and held it in 3 quarters. The position peaked at $33.3K in Q4 2025. 1,025 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Boreal Capital Management reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Boreal Capital Management sold 103 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $33.3K.
  • Boreal Capital Management first reported a position in iShares Russell 2000 Growth ETF in Q2 2025 and held it in 3 quarters.
  • Boreal Capital Management's iShares Russell 2000 Growth ETF position peaked at $33.3K in Q4 2025.
  • 1,025 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Boreal Capital Management's 13F filing for Q1 2026, filed 14 May 2026.