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Concord Investment Counsel’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Concord Investment Counsel’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 		$105K Buy
+394
New +$144K 0.03% 45
2024
Q1 		$408K Buy
+1,507
New +$385K 0.15% 41

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

Concord Investment Counsel's IWO Position: Q2 2026 in Review

Concord Investment Counsel opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q2 2026: 394 shares worth $105K. The stake represents 0.03% of the portfolio and ranks #45 among its holdings. This is a return to the name: Concord Investment Counsel previously reported a position in IWO as recently as Q1 2024.

Concord Investment Counsel first reported a position in IWO in Q1 2024 and has held it in 2 quarters since. The position peaked at $408K in Q1 2024. 1,106 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Concord Investment Counsel held 394 shares of iShares Russell 2000 Growth ETF worth $105K as of Q2 2026.
  • iShares Russell 2000 Growth ETF was a new Concord Investment Counsel position in Q2 2026.
  • iShares Russell 2000 Growth ETF made up 0.03% of Concord Investment Counsel's portfolio in Q2 2026, its #45 holding.
  • Concord Investment Counsel first reported a position in iShares Russell 2000 Growth ETF in Q1 2024 and has held it in 2 quarters since.
  • Concord Investment Counsel's iShares Russell 2000 Growth ETF position peaked at $408K in Q1 2024.
  • 1,106 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Concord Investment Counsel's 13F filing for Q2 2026, filed 12 Aug 2026.