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

Capital Analysts LLC’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 		$239K Buy
606
+1
+0.2% +$365 0.01% 654
2026
Q1 		$190K Hold
605
– – 0.01% 651
2025
Q4 		$196K Sell
605
-1,713
-74% -$557K 0.01% 620
2025
Q3 		$742K Hold
2,318
– – 0.02% 357
2025
Q2 		$663K Sell
2,318
-522
-18% -$137K 0.02% 342
2025
Q1 		$726K Buy
2,840
+91
+3% +$25.7K 0.03% 309
2024
Q4 		$791K Buy
2,749
+7
+0.3% +$2.07K 0.03% 268
2024
Q3 		$779K Hold
2,742
– – 0.03% 270
2024
Q2 		$720K Buy
2,742
+1
+0% +$260 0.03% 287
2024
Q1 		$742K Buy
2,741
+10
+0.4% +$2.56K 0.03% 279
2023
Q4 		$689K Buy
2,731
+204
+8% +$46K 0.03% 278
2023
Q3 		$566K Sell
2,527
-5
-0.2% -$1.2K 0.03% 283
2023
Q2 		$614K Buy
2,532
+236
+10% +$54.1K 0.03% 276
2023
Q1 		$521K Sell
2,296
-71
-3% -$16.2K 0.03% 290
2022
Q4 		$508K Sell
2,367
-276
-10% -$60.5K 0.03% 293
2022
Q3 		$546K Buy
2,643
+281
+12% +$63.2K 0.04% 262
2022
Q2 		$487K Sell
2,362
-209
-8% -$46.6K 0.03% 265
2022
Q1 		$658K Buy
2,571
+113
+5% +$28.9K 0.04% 246
2021
Q4 		$720K Sell
2,458
-25
-1% -$7.53K 0.04% 235
2021
Q3 		$729K Sell
2,483
-117
-5% -$35.1K 0.05% 227
2021
Q2 		$810K Buy
2,600
+28
+1% +$8.42K 0.05% 219
2021
Q1 		$773K Sell
2,572
-174
-6% -$54K 0.05% 222
2020
Q4 		$787K Sell
2,746
-6
-0.2% -$1.53K 0.07% 169
2020
Q3 		$610K Buy
2,752
+482
+21% +$105K 0.06% 181
2020
Q2 		$470K Buy
2,270
+2,129
+1,510% +$398K 0.05% 181
2020
Q1 		$22K Sell
141
-292
-67% -$58K ﹤0.01% 438
2019
Q4 		$93K Buy
433
+221
+104% +$44.9K 0.01% 309
2019
Q3 		$40K Sell
212
-103
-33% -$20.4K ﹤0.01% 411
2019
Q2 		$63K Sell
315
-18
-5% -$3.56K 0.01% 338
2019
Q1 		$65K Buy
333
+31
+10% +$5.9K 0.01% 318
2018
Q4 		$51K Sell
302
-50
-14% -$9.32K 0.01% 316
2018
Q3 		$76K Sell
352
-1,114
-76% -$237K 0.01% 271
2018
Q2 		$300K Buy
1,466
+1,230
+521% +$246K 0.04% 176
2018
Q1 		$45K Buy
236
+106
+82% +$20.4K 0.01% 321
2017
Q4 		$24K Hold
130
– – ﹤0.01% 355
2017
Q3 		$23K Sell
130
-42
-24% -$7.13K ﹤0.01% 348
2017
Q2 		$29K Sell
172
-378
-69% -$62.2K ﹤0.01% 337
2017
Q1 		$88.9K Sell
550
-3,130
-85% -$497K 0.01% 224
2016
Q4 		$566K Hold
3,680
– – 0.1% 144
2016
Q3 		$548K Sell
3,680
-300
-8% -$43.7K 0.1% 138
2016
Q2 		$546K Buy
3,980
+100
+3% +$13.5K 0.11% 136
2016
Q1 		$515K Buy
3,880
+390
+11% +$48.7K 0.1% 144
2015
Q4 		$486K Buy
3,490
+120
+4% +$17K 0.1% 146
2015
Q3 		$451K Buy
3,370
+805
+31% +$119K 0.09% 151
2015
Q2 		$396K Buy
2,565
+110
+4% +$16.9K 0.08% 150
2015
Q1 		$372K Buy
2,455
+745
+44% +$109K 0.08% 145
2014
Q4 		$243K Buy
1,710
+760
+80% +$103K 0.05% 151
2014
Q3 		$123K Hold
950
– – 0.03% 175
2014
Q2 		$131K Buy
950
+350
+58% +$46K 0.03% 171
2014
Q1 		$81.6K Buy
600
+200
+50% +$27.3K 0.02% 187
2013
Q4 		$54.2K Buy
+400
New +$51.8K 0.01% 207

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

Capital Analysts LLC's IWO Position: Q2 2026 in Review

Capital Analysts LLC increased its iShares Russell 2000 Growth ETF (IWO) stake by 0.17% in Q2 2026, buying an estimated $365 and bringing the position to 606 shares worth $239K. The position accounts for 0.01% of the portfolio, ranked #654.

Capital Analysts LLC first reported a position in IWO in Q4 2013 and has held it in 51 quarters since. The position peaked at $810K in Q2 2021. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Capital Analysts LLC held 606 shares of iShares Russell 2000 Growth ETF worth $239K as of Q2 2026.
  • Capital Analysts LLC bought 1 iShares Russell 2000 Growth ETF share in Q2 2026, an estimated $365.
  • iShares Russell 2000 Growth ETF made up 0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #654 holding.
  • Capital Analysts LLC first reported a position in iShares Russell 2000 Growth ETF in Q4 2013 and has held it in 51 quarters since.
  • Capital Analysts LLC's iShares Russell 2000 Growth ETF position peaked at $810K in Q2 2021.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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