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Capital Group Private Client Services’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Capital Group Private Client Services’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 		$1.65M Hold
4,191
– – 0.02% 177
2026
Q1 		$1.32M Sell
4,191
-213
-5% -$70.9K 0.02% 178
2025
Q4 		$1.42M Buy
4,404
+5
+0.1% +$1.63K 0.02% 187
2025
Q3 		$1.41M Buy
4,399
+2
+0% +$603 0.02% 197
2025
Q2 		$1.26M Buy
4,397
+2
+0% +$526 0.01% 227
2025
Q1 		$1.12M Buy
4,395
+3
+0.1% +$847 0.01% 227
2024
Q4 		$1.26M Buy
4,392
+10
+0.2% +$2.96K 0.01% 225
2024
Q3 		$1.24M Hold
4,382
– – 0.01% 222
2024
Q2 		$1.15M Buy
4,382
+1,873
+75% +$486K 0.01% 223
2024
Q1 		$680K Buy
2,509
+3
+0.1% +$767 0.01% 229
2023
Q4 		$632K Buy
2,506
+9
+0.4% +$2.03K 0.01% 228
2023
Q3 		$560K Buy
2,497
+250
+11% +$59.8K 0.01% 218
2023
Q2 		$545K Sell
2,247
-153
-6% -$35.1K 0.01% 212
2023
Q1 		$544K Buy
2,400
+50
+2% +$11.4K 0.01% 212
2022
Q4 		$504K Buy
2,350
+12
+0.5% +$2.63K 0.01% 212
2022
Q3 		$483K Buy
+2,338
New +$526K 0.01% 209

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 Group Private Client Services's IWO Position: Q2 2026 in Review

Capital Group Private Client Services held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 4,191 shares worth $1.65M. The position accounts for 0.02% of the portfolio, ranked #177.

Capital Group Private Client Services first reported a position in IWO in Q3 2022 and has held it in 16 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Capital Group Private Client Services held 4,191 shares of iShares Russell 2000 Growth ETF worth $1.65M as of Q2 2026.
  • Capital Group Private Client Services left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Growth ETF made up 0.02% of Capital Group Private Client Services's portfolio in Q2 2026, its #177 holding.
  • Capital Group Private Client Services first reported a position in iShares Russell 2000 Growth ETF in Q3 2022 and has held it in 16 quarters since.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Capital Group Private Client Services's 13F filing for Q2 2026, filed 12 Aug 2026.