Chapin Davis’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Chapin Davis’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	$622K	Hold	1,578	–	–	0.11%	130
2026 Q1	$495K	Sell	1,578 -67	-4%	-$22.3K	0.11%	159
2025 Q4	$531K	Sell	1,645 -1	-0.1%	-$325	0.12%	144
2025 Q3	$527K	Buy	1,646 +1	+0.1%	+$302	0.13%	145
2025 Q2	$470K	Hold	1,645	–	–	0.13%	143
2025 Q1	$420K	Sell	1,645 -40	-2%	-$11.3K	0.14%	135
2024 Q4	$479K	Hold	1,685	–	–	0.16%	130
2024 Q3	$479K	Hold	1,685	–	–	0.16%	131
2024 Q2	$442K	Hold	1,685	–	–	0.15%	136
2024 Q1	$456K	Hold	1,685	–	–	0.17%	137
2023 Q4	$425K	Hold	1,685	–	–	0.18%	128
2023 Q3	$378K	Hold	1,685	–	–	0.18%	127
2023 Q2	$409K	Hold	1,685	–	–	0.19%	128
2023 Q1	$382K	Hold	1,685	–	–	0.2%	128
2022 Q4	$361K	Buy	+1,685	New	+$369K	0.21%	122

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Chapin Davis's IWO Position: Q2 2026 in Review

Chapin Davis held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 1,578 shares worth $622K. The position accounts for 0.11% of the portfolio, ranked #130.

Chapin Davis first reported a position in IWO in Q4 2022 and has held it in 15 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Chapin Davis held 1,578 shares of iShares Russell 2000 Growth ETF worth $622K as of Q2 2026.
Chapin Davis left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.11% of Chapin Davis's portfolio in Q2 2026, its #130 holding.
Chapin Davis first reported a position in iShares Russell 2000 Growth ETF in Q4 2022 and has held it in 15 quarters since.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Chapin Davis's 13F filing for Q2 2026, filed 7 Jul 2026.