CHJWM
IWO icon

Carlton Hofferkamp & Jenks Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Carlton Hofferkamp & Jenks Wealth 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 		$232K Hold
617
– – 0.07% 137
2026
Q1 		$221K Sell
617
-25
-4% -$8.32K 0.07% 137
2025
Q4 		$207K Sell
642
-9
-1% -$2.93K 0.07% 137
2025
Q3 		$217K Buy
+651
New +$196K 0.07% 136
2024
Q4 		– Sell
-764
Closed -$218K – 137
2024
Q3 		$218K Hold
764
– – 0.08% 129
2024
Q2 		$216K Sell
764
-61
-7% -$15.8K 0.08% 129
2024
Q1 		$206K Sell
825
-104
-11% -$26.6K 0.09% 120
2023
Q4 		$228K Buy
+929
New +$209K 0.1% 121
2023
Q3 		– Sell
-928
Closed -$229K – 129
2023
Q2 		$229K Hold
928
– – 0.1% 121
2023
Q1 		$209K Sell
928
-64
-6% -$14.6K 0.1% 125
2022
Q4 		$232K Hold
992
– – 0.1% 125
2022
Q3 		$212K Buy
992
+2
+0.2% +$450 0.1% 121
2022
Q2 		$214K Sell
990
-8
-0.8% -$1.78K 0.1% 127
2022
Q1 		$245K Sell
998
-75
-7% -$19.2K 0.1% 129
2021
Q4 		$266K Buy
1,073
+3
+0.3% +$904 0.11% 121
2021
Q3 		$350K Sell
1,070
-57
-5% -$17.1K 0.14% 110
2021
Q2 		$327K Sell
1,127
-185
-14% -$55.7K 0.14% 109
2021
Q1 		$411K Buy
1,312
+2
+0.2% +$621 0.18% 98
2020
Q4 		$410K Sell
1,310
-192
-13% -$48.9K 0.2% 89
2020
Q3 		$376K Sell
1,502
-21
-1% -$4.6K 0.2% 90
2020
Q2 		$328K Buy
1,523
+11
+0.7% +$2.06K 0.19% 84
2020
Q1 		$286K Buy
1,512
+15
+1% +$2.98K 0.18% 86
2019
Q4 		$322K Buy
+1,497
New +$304K 0.18% 86

Other funds holding IWO

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
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 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
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Carlton Hofferkamp & Jenks Wealth Management's IWO Position: Q2 2026 in Review

Carlton Hofferkamp & Jenks Wealth Management held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 617 shares worth $232K. The position accounts for 0.07% of the portfolio, ranked #137.

Carlton Hofferkamp & Jenks Wealth Management first reported a position in IWO in Q4 2019 and has held it in 23 quarters since. The position peaked at $411K in Q1 2021. 781 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Carlton Hofferkamp & Jenks Wealth Management held 617 shares of iShares Russell 2000 Growth ETF worth $232K as of Q2 2026.
  • Carlton Hofferkamp & Jenks Wealth Management left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Growth ETF made up 0.07% of Carlton Hofferkamp & Jenks Wealth Management's portfolio in Q2 2026, its #137 holding.
  • Carlton Hofferkamp & Jenks Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2019 and has held it in 23 quarters since.
  • Carlton Hofferkamp & Jenks Wealth Management's iShares Russell 2000 Growth ETF position peaked at $411K in Q1 2021.
  • 781 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Carlton Hofferkamp & Jenks Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.