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Clear Investment Research’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Clear Investment Research’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 		– Sell
-16
Closed -$5.02K – 130
2026
Q1 		$5.02K Buy
+16
New +$5.32K 0.01% 186
2025
Q4 		– Sell
-1,579
Closed -$506K – 137
2025
Q3 		$506K Sell
1,579
-2
-0.1% -$603 0.68% 34
2025
Q2 		$452K Sell
1,581
-2
-0.1% -$526 0.57% 37
2025
Q1 		$405K Buy
1,583
+34
+2% +$9.6K 0.54% 35
2024
Q4 		$446K Sell
1,549
-19
-1% -$5.62K 0.57% 35
2024
Q3 		$445K Buy
1,568
+36
+2% +$9.86K 0.58% 34
2024
Q2 		$402K Sell
1,532
-30
-2% -$7.79K 0.52% 34
2024
Q1 		$423K Buy
1,562
+2
+0.1% +$511 0.57% 33
2023
Q4 		$394K Sell
1,560
-32
-2% -$7.21K 0.55% 35
2023
Q3 		$357K Buy
1,592
+11
+0.7% +$2.63K 0.62% 30
2023
Q2 		$384K Buy
1,581
+80
+5% +$18.3K 0.64% 30
2023
Q1 		$340K Buy
1,501
+46
+3% +$10.5K 0.6% 30
2022
Q4 		$312K Buy
1,455
+5
+0.3% +$1.09K 0.6% 30
2022
Q3 		$300K Sell
1,450
-96
-6% -$21.6K 0.63% 30
2022
Q2 		$319K Buy
1,546
+41
+3% +$9.14K 0.71% 29
2022
Q1 		$385K Sell
1,505
-54
-3% -$13.8K 0.75% 27
2021
Q4 		$457K Buy
1,559
+24
+2% +$7.23K 0.7% 26
2021
Q3 		$451K Buy
1,535
+15
+1% +$4.51K 0.73% 25
2021
Q2 		$474K Buy
1,520
+2
+0.1% +$602 0.79% 22
2021
Q1 		$457K Sell
1,518
-841
-36% -$261K 0.83% 21
2020
Q4 		$676K Sell
2,359
-65
-3% -$16.6K 1.22% 16
2020
Q3 		$537K Sell
2,424
-10
-0.4% -$2.19K 1.09% 18
2020
Q2 		$504K Sell
2,434
-284
-10% -$53.1K 1.08% 17
2020
Q1 		$430K Buy
2,718
+3
+0.1% +$596 1.05% 20
2019
Q4 		$582K Sell
2,715
-410
-13% -$83.2K 1.2% 19
2019
Q3 		$602K Buy
3,125
+57
+2% +$11.3K 1.29% 16
2019
Q2 		$616K Buy
3,068
+2
+0.1% +$396 1.01% 16
2019
Q1 		$603K Sell
3,066
-33
-1% -$6.28K 0.94% 18
2018
Q4 		$521K Buy
3,099
+423
+16% +$78.9K 0.84% 18
2018
Q3 		$576K Sell
2,676
-9,006
-77% -$1.92M 0.83% 18
2018
Q2 		$2.23M Hold
11,682
– – 1.46% 16
2018
Q1 		$2.23M Sell
11,682
-266
-2% -$51.1K 1.46% 16
2017
Q4 		$2.23M Sell
11,948
-643
-5% -$117K 1.48% 16
2017
Q3 		$2.25M Buy
12,591
+2,952
+31% +$501K 1.53% 16
2017
Q2 		$1.63M Sell
9,639
-7,661
-44% -$1.26M 1.24% 17
2017
Q1 		$2.8M Sell
17,300
-84
-0.5% -$13.3K 2.01% 17
2016
Q4 		$2.68M Buy
17,384
+1,402
+9% +$209K 2.06% 17
2016
Q3 		$2.38M Buy
15,982
+13,509
+546% +$1.97M 1.89% 17
2016
Q2 		$339K Sell
2,473
-21,683
-90% -$2.93M 0.35% 19
2016
Q1 		$3.2M Buy
24,156
+1,723
+8% +$215K 2.62% 16
2015
Q4 		$3.12M Buy
22,433
+168
+0.8% +$23.8K 2.66% 14
2015
Q3 		$2.98M Buy
22,265
+275
+1% +$40.7K 2.76% 16
2015
Q2 		$3.4M Buy
21,990
+478
+2% +$73.2K 3.02% 14
2015
Q1 		$3.26M Buy
+21,512
New +$3.13M 2.95% 15

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
Goldman Sachs
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
Wells Fargo San Francisco, California $617B AUM 30.33% 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

Clear Investment Research's IWO Position: Q2 2026 in Review

Clear Investment Research sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2026, closing a stake of 16 shares — an estimated $5.02K sold.

Clear Investment Research first reported a position in IWO in Q1 2015 and held it in 44 quarters. The position peaked at $3.4M in Q2 2015. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Clear Investment Research reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Clear Investment Research sold 16 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $5.02K.
  • Clear Investment Research first reported a position in iShares Russell 2000 Growth ETF in Q1 2015 and held it in 44 quarters.
  • Clear Investment Research's iShares Russell 2000 Growth ETF position peaked at $3.4M in Q2 2015.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Clear Investment Research's 13F filing for Q2 2026, filed 11 Aug 2026.