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

Coastwise Capital Group’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	$530K	Sell	1,345 -131	-9%	-$47.8K	0.31%	72
2026 Q1	$463K	Hold	1,476	–	–	0.26%	77
2025 Q4	$477K	Buy	1,476 +2	+0.1%	+$650	0.24%	86
2025 Q3	$472K	Buy	1,474 +1	+0.1%	+$302	0.33%	69
2025 Q2	$421K	Buy	1,473 +1	+0.1%	+$263	0.34%	69
2025 Q1	$376K	Sell	1,472 -1	-0.1%	-$282	0.32%	75
2024 Q4	$424K	Sell	1,473 -4	-0.3%	-$1.18K	0.34%	74
2024 Q3	$419K	Sell	1,477 -6	-0.4%	-$1.64K	0.35%	75
2024 Q2	$389K	Sell	1,483 -4	-0.3%	-$1.04K	0.37%	72
2024 Q1	$403K	Buy	1,487 +1	+0.1%	+$256	0.37%	72
2023 Q4	$375K	Buy	1,486 +77	+5%	+$17.4K	0.38%	72
2023 Q3	$316K	Hold	1,409	–	–	0.36%	77
2023 Q2	$342K	Buy	1,409 +2	+0.1%	+$459	0.39%	75
2023 Q1	$319K	Buy	1,407 +1	+0.1%	+$229	0.36%	81
2022 Q4	$302K	Buy	1,406 +4	+0.3%	+$876	0.36%	79
2022 Q3	$290K	Sell	1,402 -970	-41%	-$218K	0.46%	66
2022 Q2	$489K	Buy	2,372 +1,001	+73%	+$223K	0.6%	53
2022 Q1	$351K	Buy	+1,371	New	+$351K	0.44%	70

Other funds holding IWO

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

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

FWIA

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

SGAM

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

FHC

First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

HWA

Hillcrest Wealth Advisors Hazlet, New Jersey $279M AUM 21.72% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $392M AUM

Coastwise Capital Group's IWO Position: Q2 2026 in Review

Coastwise Capital Group reduced its iShares Russell 2000 Growth ETF (IWO) stake by 8.9% in Q2 2026, selling an estimated $47.8K and leaving 1,345 shares worth $530K. The position accounts for 0.31% of the portfolio, ranked #72.

Coastwise Capital Group first reported a position in IWO in Q1 2022 and has held it in 18 quarters since. 247 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Coastwise Capital Group held 1,345 shares of iShares Russell 2000 Growth ETF worth $530K as of Q2 2026.
Coastwise Capital Group sold 131 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $47.8K.
iShares Russell 2000 Growth ETF made up 0.31% of Coastwise Capital Group's portfolio in Q2 2026, its #72 holding.
Coastwise Capital Group first reported a position in iShares Russell 2000 Growth ETF in Q1 2022 and has held it in 18 quarters since.
247 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Coastwise Capital Group's 13F filing for Q2 2026, filed 16 Jul 2026.