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

Broadwater Capital’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	$4.33K	Hold	11	–	–	﹤0.01%	176
2026 Q1	$3.55K	Hold	11	–	–	﹤0.01%	183
2025 Q4	$3.55K	Hold	11	–	–	﹤0.01%	183
2025 Q3	$3.52K	Sell	11 -3,133	-100%	-$945K	﹤0.01%	186
2025 Q2	$3.14M	Buy	3,144 +3,133	+28,482%	+$825K	﹤0.01%	190
2025 Q1	$2.81K	Hold	11	–	–	﹤0.01%	191
2024 Q4	$3.17K	Hold	11	–	–	﹤0.01%	196
2024 Q3	$3.12K	Hold	11	–	–	﹤0.01%	202
2024 Q2	$2.89K	Hold	11	–	–	﹤0.01%	202
2024 Q1	$2.98K	Hold	11	–	–	﹤0.01%	200
2023 Q4	$2.77K	Buy	+11	New	+$2.48K	﹤0.01%	198

Other funds holding IWO

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Broadwater Capital's IWO Position: Q2 2026 in Review

Broadwater Capital held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 11 shares worth $4.33K. The position accounts for ﹤0.01% of the portfolio, ranked #176.

Broadwater Capital first reported a position in IWO in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.14M in Q2 2025. 633 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Broadwater Capital held 11 shares of iShares Russell 2000 Growth ETF worth $4.33K as of Q2 2026.
Broadwater Capital left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up ﹤0.01% of Broadwater Capital's portfolio in Q2 2026, its #176 holding.
Broadwater Capital first reported a position in iShares Russell 2000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
Broadwater Capital's iShares Russell 2000 Growth ETF position peaked at $3.14M in Q2 2025.
633 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Broadwater Capital's 13F filing for Q2 2026, filed 24 Jul 2026.