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Clare Market Investments’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Clare Market Investments’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 		$472K Sell
1,198
-49
-4% -$17.9K 0.09% 127
2026
Q1 		$391K Buy
+1,247
New +$415K 0.08% 131
2025
Q3 		$508K Buy
1,588
+351
+28% +$106K 0.1% 103
2025
Q2 		$354K Sell
1,237
-50
-4% -$13.2K 0.08% 112
2025
Q1 		$329K Sell
1,287
-202
-14% -$57K 0.09% 103
2024
Q4 		$428K Sell
1,489
-146
-9% -$43.2K 0.1% 104
2024
Q3 		$464K Sell
1,635
-789
-33% -$216K 0.12% 95
2024
Q2 		$636K Sell
2,424
-406
-14% -$105K 0.18% 69
2024
Q1 		$766K Sell
2,830
-199
-7% -$50.8K 0.24% 59
2023
Q4 		$764K Sell
3,029
-99
-3% -$22.3K 0.26% 51
2023
Q3 		$701K Sell
3,128
-433
-12% -$104K 0.27% 50
2023
Q2 		$864K Buy
3,561
+147
+4% +$33.7K 0.32% 47
2023
Q1 		$774K Sell
3,414
-234
-6% -$53.5K 0.32% 41
2022
Q4 		$783K Sell
3,648
-586
-14% -$128K 0.37% 41
2022
Q3 		$875K Sell
4,234
-659
-13% -$148K 0.38% 37
2022
Q2 		$1.01M Buy
4,893
+278
+6% +$62K 0.44% 32
2022
Q1 		$1.18M Buy
4,615
+1,357
+42% +$347K 0.38% 34
2021
Q4 		$955K Buy
3,258
+1,496
+85% +$451K 0.27% 51
2021
Q3 		$517K Buy
1,762
+353
+25% +$106K 0.15% 77
2021
Q2 		$440K Sell
1,409
-99
-7% -$29.8K 0.14% 78
2021
Q1 		$454K Sell
1,508
-1,334
-47% -$414K 0.17% 69
2020
Q4 		$815K Sell
2,842
-250
-8% -$63.7K 0.34% 45
2020
Q3 		$685K Sell
3,092
-499
-14% -$109K 0.34% 46
2020
Q2 		$743K Sell
3,591
-7,693
-68% -$1.44M 0.44% 38
2020
Q1 		$1.79M Sell
11,284
-1,183
-9% -$235K 1.51% 14
2019
Q4 		$2.67M Buy
12,467
+7,689
+161% +$1.56M 1.93% 13
2019
Q3 		$921K Sell
4,778
-1,573
-25% -$312K 0.87% 26
2019
Q2 		$1.28M Buy
6,351
+1,755
+38% +$347K 1.01% 22
2019
Q1 		$905K Buy
4,596
+2,497
+119% +$475K 0.79% 28
2018
Q4 		$353K Buy
+2,099
New +$391K 0.46% 46

Other funds holding IWO

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Commonwealth Equity Services
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
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Truist Financial
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

Clare Market Investments's IWO Position: Q2 2026 in Review

Clare Market Investments reduced its iShares Russell 2000 Growth ETF (IWO) stake by 3.9% in Q2 2026, selling an estimated $17.9K and leaving 1,198 shares worth $472K. The position accounts for 0.09% of the portfolio, ranked #127.

Clare Market Investments first reported a position in IWO in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.67M in Q4 2019. 512 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Clare Market Investments held 1,198 shares of iShares Russell 2000 Growth ETF worth $472K as of Q2 2026.
  • Clare Market Investments sold 49 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $17.9K.
  • iShares Russell 2000 Growth ETF made up 0.09% of Clare Market Investments's portfolio in Q2 2026, its #127 holding.
  • Clare Market Investments first reported a position in iShares Russell 2000 Growth ETF in Q4 2018 and has held it in 30 quarters since.
  • Clare Market Investments's iShares Russell 2000 Growth ETF position peaked at $2.67M in Q4 2019.
  • 512 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Clare Market Investments's 13F filing for Q2 2026, filed 27 Jul 2026.