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

Caldwell Sutter 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	$13K	Hold	33	–	–	﹤0.01%	577
2026 Q1	$10.4K	Hold	33	–	–	﹤0.01%	552
2025 Q4	$10.7K	Hold	33	–	–	﹤0.01%	543
2025 Q3	$10.6K	Hold	33	–	–	﹤0.01%	538
2025 Q2	$9.43K	Hold	33	–	–	﹤0.01%	543
2025 Q1	$8.43K	Hold	33	–	–	﹤0.01%	559
2024 Q4	$9.5K	Hold	33	–	–	﹤0.01%	554
2024 Q3	$9.37K	Hold	33	–	–	﹤0.01%	563
2024 Q2	$8.66K	Hold	33	–	–	﹤0.01%	567
2024 Q1	$8.94K	Hold	33	–	–	﹤0.01%	557
2023 Q4	$8.32K	Hold	33	–	–	﹤0.01%	563
2023 Q3	$7.4K	Hold	33	–	–	﹤0.01%	559
2023 Q2	$8.01K	Hold	33	–	–	﹤0.01%	546
2023 Q1	$7.49K	Hold	33	–	–	0.01%	415
2022 Q4	$7.08K	Buy	+33	New	+$7.23K	0.01%	270

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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 San Francisco, California $617B AUM 30.33% 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

Caldwell Sutter Capital's IWO Position: Q2 2026 in Review

Caldwell Sutter Capital held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 33 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #577.

Caldwell Sutter Capital first reported a position in IWO in Q4 2022 and has held it in 15 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Caldwell Sutter Capital held 33 shares of iShares Russell 2000 Growth ETF worth $13K as of Q2 2026.
Caldwell Sutter Capital left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #577 holding.
Caldwell Sutter Capital first reported a position in iShares Russell 2000 Growth ETF in Q4 2022 and has held it in 15 quarters since.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.