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Caprock Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Caprock Group’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
Q1 		– Sell
-1,173
Closed -$379K – 1203
2025
Q4 		$379K Hold
1,173
– – 0.01% 911
2025
Q3 		$361K Buy
+1,173
New +$354K 0.01% 888
2025
Q1 		$261K Hold
1,020
– – 0.01% 920
2024
Q4 		$294K Buy
+1,020
New +$302K 0.01% 812
2024
Q3 		– Sell
-827
Closed -$217K – 943
2024
Q2 		$217K Buy
827
+28
+4% +$7.27K 0.01% 786
2024
Q1 		$216K Hold
799
– – 0.01% 658
2023
Q4 		$202K Buy
+799
New +$180K 0.01% 648
2023
Q1 		– Sell
-3,486
Closed -$748K – 660
2022
Q4 		$748K Buy
+3,486
New +$764K 0.07% 216
2022
Q2 		– Sell
-794
Closed -$203K – 595
2022
Q1 		$203K Sell
794
-6,726
-89% -$1.72M 0.02% 561
2021
Q4 		$2.2M Buy
+7,520
New +$2.27M 0.18% 79
2021
Q3 		– Sell
-1,674
Closed -$522K – 561
2021
Q2 		$522K Hold
1,674
– – 0.05% 251
2021
Q1 		$503K Hold
1,674
– – 0.06% 237
2020
Q4 		$480K Buy
1,674
+1
+0.1% +$255 0.05% 235
2020
Q3 		$371K Buy
1,673
+1
+0.1% +$219 0.05% 256
2020
Q2 		$346K Buy
1,672
+2
+0.1% +$374 0.05% 259
2020
Q1 		$264K Sell
1,670
-5,310
-76% -$1.05M 0.05% 256
2019
Q4 		$1.5M Buy
+6,980
New +$1.42M 0.27% 75
2018
Q3 		– Sell
-1,448
Closed -$296K – 421
2018
Q2 		$296K Hold
1,448
– – 0.06% 288
2018
Q1 		$276K Buy
1,448
+1
+0.1% +$192 0.06% 297
2017
Q4 		$281K Sell
1,447
-286
-17% -$52.2K 0.05% 314
2017
Q3 		$310K Buy
1,733
+2
+0.1% +$340 0.06% 279
2017
Q2 		$292K Hold
1,731
– – 0.06% 286
2017
Q1 		$280K Sell
1,731
-197
-10% -$31.3K 0.07% 261
2016
Q4 		$297K Buy
+1,928
New +$288K 0.07% 228

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

Caprock Group's IWO Position: Q1 2026 in Review

Caprock Group sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2026, closing a stake of 1,173 shares — an estimated $379K sold.

Caprock Group first reported a position in IWO in Q4 2016 and held it in 24 quarters. The position peaked at $2.2M in Q4 2021. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Caprock Group reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Caprock Group sold 1,173 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $379K.
  • Caprock Group first reported a position in iShares Russell 2000 Growth ETF in Q4 2016 and held it in 24 quarters.
  • Caprock Group's iShares Russell 2000 Growth ETF position peaked at $2.2M in Q4 2021.
  • 1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.