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IWO icon

Certuity’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Certuity’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 		$295K Sell
940
-203
-18% -$67.5K 0.02% 466
2025
Q4 		$369K Hold
1,143
– – 0.02% 353
2025
Q3 		$366K Sell
1,143
-77
-6% -$23.2K 0.03% 338
2025
Q2 		$349K Buy
1,220
+29
+2% +$7.63K 0.03% 274
2025
Q1 		$304K Sell
1,191
-19
-2% -$5.36K 0.03% 260
2024
Q4 		$348K Buy
1,210
+2
+0.2% +$592 0.04% 231
2024
Q3 		$343K Sell
1,208
-57
-5% -$15.6K 0.04% 235
2024
Q2 		$332K Buy
1,265
+1
+0.1% +$260 0.03% 238
2024
Q1 		$342K Buy
1,264
+1
+0.1% +$256 0.03% 227
2023
Q4 		$319K Sell
1,263
-35
-3% -$7.89K 0.03% 236
2023
Q3 		$291K Hold
1,298
– – 0.03% 195
2023
Q2 		$315K Sell
1,298
-34
-3% -$7.8K 0.04% 194
2023
Q1 		$302K Sell
1,332
-9
-0.7% -$2.06K 0.04% 160
2022
Q4 		$288K Sell
1,341
-124
-8% -$27.2K 0.05% 156
2022
Q3 		$303K Sell
1,465
-89
-6% -$20K 0.07% 129
2022
Q2 		$321K Sell
1,554
-1,598
-51% -$356K 0.08% 136
2022
Q1 		$806K Buy
3,152
+687
+28% +$176K 0.17% 90
2021
Q4 		$722K Buy
2,465
+1,015
+70% +$306K 0.15% 96
2021
Q3 		$426K Sell
1,450
-4
-0.3% -$1.2K 0.09% 189
2021
Q2 		$453K Buy
1,454
+13
+0.9% +$3.91K 0.1% 146
2021
Q1 		$433K Buy
1,441
+27
+2% +$8.38K 0.12% 129
2020
Q4 		$406K Hold
1,414
– – 0.13% 120
2020
Q3 		$313K Buy
1,414
+158
+13% +$34.6K 0.12% 119
2020
Q2 		$260K Buy
+1,256
New +$235K 0.12% 127
2020
Q1 		– Sell
-1,097
Closed -$235K – 202
2019
Q4 		$235K Buy
+1,097
New +$223K 0.11% 145

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

Certuity's IWO Position: Q1 2026 in Review

Certuity reduced its iShares Russell 2000 Growth ETF (IWO) stake by 18% in Q1 2026, selling an estimated $67.5K and leaving 940 shares worth $295K. The position accounts for 0.02% of the portfolio, ranked #466.

Certuity first reported a position in IWO in Q4 2019 and has held it in 25 quarters since. The position peaked at $806K in Q1 2022. 1,020 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Certuity held 940 shares of iShares Russell 2000 Growth ETF worth $295K as of Q1 2026.
  • Certuity sold 203 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $67.5K.
  • iShares Russell 2000 Growth ETF made up 0.02% of Certuity's portfolio in Q1 2026, its #466 holding.
  • Certuity first reported a position in iShares Russell 2000 Growth ETF in Q4 2019 and has held it in 25 quarters since.
  • Certuity's iShares Russell 2000 Growth ETF position peaked at $806K in Q1 2022.
  • 1,020 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

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