Chicago Capital’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Chicago Capital’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	$1.76M	Buy	4,469 +3	+0.1%	+$1.09K	0.04%	151
2026 Q1	$1.4M	Sell	4,466 -12	-0.3%	-$3.99K	0.04%	169
2025 Q4	$1.45M	Sell	4,478 -373	-8%	-$121K	0.04%	169
2025 Q3	$1.55M	Sell	4,851 -261	-5%	-$78.7K	0.04%	155
2025 Q2	$1.46M	Sell	5,112 -361	-7%	-$95K	0.04%	156
2025 Q1	$1.4M	Buy	5,473 +120	+2%	+$33.9K	0.04%	147
2024 Q4	$1.54M	Buy	5,353 +471	+10%	+$139K	0.04%	136
2024 Q3	$1.39M	Buy	4,882 +108	+2%	+$29.6K	0.04%	140
2024 Q2	$1.25M	Buy	4,774 +1,339	+39%	+$348K	0.04%	148
2024 Q1	$930K	Sell	3,435 -279	-8%	-$71.3K	0.03%	165
2023 Q4	$937K	Buy	3,714 +81	+2%	+$18.3K	0.03%	151
2023 Q3	$814K	Sell	3,633 -314	-8%	-$75.1K	0.04%	116
2023 Q2	$958K	Sell	3,947 -421	-10%	-$96.5K	0.04%	107
2023 Q1	$991K	Buy	4,368 +1,191	+37%	+$272K	0.05%	104
2022 Q4	$682K	Sell	3,177 -1,002	-24%	-$220K	0.04%	138
2022 Q3	$863K	Buy	4,179 +1,123	+37%	+$253K	0.05%	112
2022 Q2	$630K	Sell	3,056 -30	-1%	-$6.69K	0.03%	142
2022 Q1	$789K	Sell	3,086 -212	-6%	-$54.3K	0.03%	135
2021 Q4	$966K	Buy	3,298 +215	+7%	+$64.8K	0.04%	124
2021 Q3	$905K	Buy	3,083 +95	+3%	+$28.5K	0.03%	126
2021 Q2	$931K	Hold	2,988	–	–	0.04%	121
2021 Q1	$899K	Sell	2,988 -399	-12%	-$124K	0.04%	116
2020 Q4	$971K	Sell	3,387 -80	-2%	-$20.4K	0.04%	113
2020 Q3	$768K	Sell	3,467 -190	-5%	-$41.6K	0.04%	125
2020 Q2	$757K	Buy	3,657 +11	+0.3%	+$2.06K	0.04%	126
2020 Q1	$577K	Sell	3,646 -98	-3%	-$19.5K	0.05%	126
2019 Q4	$802K	Sell	3,744 -24	-0.6%	-$4.87K	0.05%	126
2019 Q3	$726K	Sell	3,768 -30	-0.8%	-$5.95K	0.05%	128
2019 Q2	$763K	Sell	3,798 -87	-2%	-$17.2K	0.05%	127
2019 Q1	$764K	Sell	3,885 -24	-0.6%	-$4.57K	0.05%	119
2018 Q4	$657K	Sell	3,909 -190	-5%	-$35.4K	0.05%	122
2018 Q3	$882K	Buy	4,099 +200	+5%	+$42.6K	0.06%	106
2018 Q2	$797K	Buy	3,899 +770	+25%	+$154K	0.06%	114
2018 Q1	$596K	Buy	+3,129	New	+$601K	0.08%	98

Other funds holding IWO

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BPWM

Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Chicago Capital's IWO Position: Q2 2026 in Review

Chicago Capital increased its iShares Russell 2000 Growth ETF (IWO) stake by 0.07% in Q2 2026, buying an estimated $1.09K and bringing the position to 4,469 shares worth $1.76M. The position accounts for 0.04% of the portfolio, ranked #151.

Chicago Capital first reported a position in IWO in Q1 2018 and has held it in 34 quarters since. 512 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Chicago Capital held 4,469 shares of iShares Russell 2000 Growth ETF worth $1.76M as of Q2 2026.
Chicago Capital bought 3 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $1.09K.
iShares Russell 2000 Growth ETF made up 0.04% of Chicago Capital's portfolio in Q2 2026, its #151 holding.
Chicago Capital first reported a position in iShares Russell 2000 Growth ETF in Q1 2018 and has held it in 34 quarters since.
512 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Chicago Capital's 13F filing for Q2 2026, filed 28 Jul 2026.