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

Brookstone 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
Q2 		$1.52M Buy
3,847
+792
+26% +$289K 0.02% 575
2026
Q1 		$959K Sell
3,055
-40
-1% -$13.3K 0.01% 656
2025
Q4 		$1,000K Sell
3,095
-1,746
-36% -$568K 0.01% 630
2025
Q3 		$1.55M Sell
4,841
-11
-0.2% -$3.32K 0.02% 500
2025
Q2 		$1.39M Buy
4,852
+2,122
+78% +$559K 0.02% 492
2025
Q1 		$697K Sell
2,730
-667
-20% -$188K 0.01% 639
2024
Q4 		$978K Buy
3,397
+781
+30% +$231K 0.01% 540
2024
Q3 		$743K Sell
2,616
-933
-26% -$256K 0.01% 588
2024
Q2 		$1.01M Sell
3,549
-532
-13% -$138K 0.02% 501
2024
Q1 		$1.11M Buy
4,081
+1,345
+49% +$344K 0.02% 467
2023
Q4 		$690K Buy
2,736
+214
+8% +$48.2K 0.01% 533
2023
Q3 		$537K Sell
2,522
-838
-25% -$201K 0.01% 555
2023
Q2 		$800K Sell
3,360
-743
-18% -$170K 0.02% 480
2023
Q1 		$937K Buy
4,103
+903
+28% +$207K 0.02% 466
2022
Q4 		$696K Sell
3,200
-1,595
-33% -$349K 0.01% 513
2022
Q3 		$997K Buy
4,795
+1,362
+40% +$307K 0.02% 399
2022
Q2 		$743K Sell
3,433
-1,000
-23% -$223K 0.02% 478
2022
Q1 		$1.08M Sell
4,433
-2,733
-38% -$699K 0.02% 397
2021
Q4 		$1.98M Buy
7,166
+1,503
+27% +$453K 0.03% 271
2021
Q3 		$1.68M Buy
5,663
+1,372
+32% +$412K 0.03% 287
2021
Q2 		$1.3M Sell
4,291
-906
-17% -$273K 0.02% 324
2021
Q1 		$1.56M Sell
5,197
-22,704
-81% -$7.05M 0.06% 207
2020
Q4 		$8M Buy
27,901
+23,442
+526% +$5.97M 0.32% 61
2020
Q3 		$988K Sell
4,459
-14,862
-77% -$3.25M 0.05% 209
2020
Q2 		$4M Sell
19,321
-8,136
-30% -$1.52M 0.25% 61
2020
Q1 		$4.34M Sell
27,457
-508
-2% -$101K 0.25% 58
2019
Q4 		$5.99M Buy
27,965
+648
+2% +$132K 0.3% 52
2019
Q3 		$5.26M Buy
27,317
+241
+0.9% +$47.8K 0.29% 54
2019
Q2 		$5.44M Buy
27,076
+2,031
+8% +$402K 0.31% 57
2019
Q1 		$4.92M Buy
25,045
+1,381
+6% +$263K 0.32% 61
2018
Q4 		$3.98M Sell
23,664
-328
-1% -$61.2K 0.3% 59
2018
Q3 		$5.16M Buy
23,992
+8,631
+56% +$1.84M 0.39% 65
2018
Q2 		$3.14M Buy
15,361
+1,380
+10% +$276K 0.27% 100
2018
Q1 		$2.66M Sell
13,981
-832
-6% -$160K 0.24% 105
2017
Q4 		$2.77M Buy
14,813
+4,247
+40% +$775K 0.25% 106
2017
Q3 		$1.89M Buy
10,566
+2,495
+31% +$424K 0.17% 115
2017
Q2 		$1.36M Buy
8,071
+3,542
+78% +$583K 0.13% 129
2017
Q1 		$732K Buy
4,529
+2,624
+138% +$416K 0.07% 149
2016
Q4 		$293K Buy
+1,905
New +$284K 0.03% 194

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

Brookstone Capital Management's IWO Position: Q2 2026 in Review

Brookstone Capital Management increased its iShares Russell 2000 Growth ETF (IWO) stake by 26% in Q2 2026, buying an estimated $289K and bringing the position to 3,847 shares worth $1.52M. The position accounts for 0.02% of the portfolio, ranked #575.

Brookstone Capital Management first reported a position in IWO in Q4 2016 and has held it in 39 quarters since. The position peaked at $8M in Q4 2020. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Brookstone Capital Management held 3,847 shares of iShares Russell 2000 Growth ETF worth $1.52M as of Q2 2026.
  • Brookstone Capital Management bought 792 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $289K.
  • iShares Russell 2000 Growth ETF made up 0.02% of Brookstone Capital Management's portfolio in Q2 2026, its #575 holding.
  • Brookstone Capital Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2016 and has held it in 39 quarters since.
  • Brookstone Capital Management's iShares Russell 2000 Growth ETF position peaked at $8M in Q4 2020.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.