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

Clearwater Capital Advisors’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 		$302K Hold
767
– – 0.02% 158
2026
Q1 		$241K Sell
767
-9
-1% -$2.99K 0.02% 159
2025
Q4 		$251K Sell
776
-145
-16% -$47.2K 0.02% 150
2025
Q3 		$295K Buy
921
+13
+1% +$3.92K 0.03% 144
2025
Q2 		$260K Sell
908
-21
-2% -$5.53K 0.02% 144
2025
Q1 		$237K Buy
929
+21
+2% +$5.93K 0.02% 157
2024
Q4 		$261K Hold
908
– – 0.03% 151
2024
Q3 		$258K Hold
908
– – 0.03% 152
2024
Q2 		$238K Sell
908
-74
-8% -$19.2K 0.03% 144
2024
Q1 		$266K Sell
982
-20
-2% -$5.11K 0.03% 136
2023
Q4 		$253K Sell
1,002
-5
-0.5% -$1.13K 0.03% 134
2023
Q3 		$226K Sell
1,007
-22
-2% -$5.26K 0.03% 127
2023
Q2 		$250K Hold
1,029
– – 0.03% 128
2023
Q1 		$233K Sell
1,029
-144
-12% -$32.9K 0.03% 133
2022
Q4 		$252K Sell
1,173
-294
-20% -$64.4K 0.03% 133
2022
Q3 		$303K Sell
1,467
-28
-2% -$6.3K 0.04% 118
2022
Q2 		$308K Sell
1,495
-30
-2% -$6.69K 0.04% 113
2022
Q1 		$390K Hold
1,525
– – 0.04% 116
2021
Q4 		$447K Sell
1,525
-53
-3% -$16K 0.05% 108
2021
Q3 		$463K Sell
1,578
-59
-4% -$17.7K 0.05% 105
2021
Q2 		$510K Hold
1,637
– – 0.06% 105
2021
Q1 		$492K Sell
1,637
-502
-23% -$156K 0.06% 105
2020
Q4 		$613K Sell
2,139
-113
-5% -$28.8K 0.08% 91
2020
Q3 		$499K Sell
2,252
-214
-9% -$46.8K 0.08% 93
2020
Q2 		$510K Sell
2,466
-542
-18% -$101K 0.09% 95
2020
Q1 		$476K Sell
3,008
-1,051
-26% -$209K 0.1% 95
2019
Q4 		$870K Sell
4,059
-604
-13% -$123K 0.15% 102
2019
Q3 		$899K Sell
4,663
-1,602
-26% -$318K 0.16% 108
2019
Q2 		$1.26M Sell
6,265
-2,480
-28% -$490K 0.23% 97
2019
Q1 		$1.72M Sell
8,745
-2,664
-23% -$507K 0.32% 86
2018
Q4 		$1.92M Sell
11,409
-335
-3% -$62.5K 0.42% 78
2018
Q3 		$2.53M Sell
11,744
-270
-2% -$57.6K 0.49% 61
2018
Q2 		$2.46M Buy
12,014
+532
+5% +$106K 0.5% 61
2018
Q1 		$2.19M Sell
11,482
-1,240
-10% -$238K 0.45% 62
2017
Q4 		$2.38M Sell
12,722
-133
-1% -$24.3K 0.52% 59
2017
Q3 		$2.33M Sell
12,855
-916
-7% -$156K 0.54% 57
2017
Q2 		$2.32M Buy
13,771
+239
+2% +$39.3K 0.59% 52
2017
Q1 		$2.13M Buy
13,532
+882
+7% +$140K 0.58% 48
2016
Q4 		$1.96M Sell
12,650
-197
-2% -$29.4K 0.68% 44
2016
Q3 		$1.9M Sell
12,847
-342
-3% -$49.8K 0.66% 44
2016
Q2 		$1.8M Buy
+13,189
New +$1.78M 0.67% 43

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

Clearwater Capital Advisors's IWO Position: Q2 2026 in Review

Clearwater Capital Advisors held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 767 shares worth $302K. The position accounts for 0.02% of the portfolio, ranked #158.

Clearwater Capital Advisors first reported a position in IWO in Q2 2016 and has held it in 41 quarters since. The position peaked at $2.53M in Q3 2018. 1,105 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Clearwater Capital Advisors held 767 shares of iShares Russell 2000 Growth ETF worth $302K as of Q2 2026.
  • Clearwater Capital Advisors left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Growth ETF made up 0.02% of Clearwater Capital Advisors's portfolio in Q2 2026, its #158 holding.
  • Clearwater Capital Advisors first reported a position in iShares Russell 2000 Growth ETF in Q2 2016 and has held it in 41 quarters since.
  • Clearwater Capital Advisors's iShares Russell 2000 Growth ETF position peaked at $2.53M in Q3 2018.
  • 1,105 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Clearwater Capital Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.