Connective Capital Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Connective Capital Management’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	$5.3M	Hold	13,453	–	–	3.73%	12
2026 Q1	$4.22M	Hold	13,453	–	–	3.49%	13
2025 Q4	$4.35M	Hold	13,453	–	–	2.55%	7
2025 Q3	$4.31M	Hold	13,453	–	–	3.95%	7
2025 Q2	$3.85M	Hold	13,453	–	–	3.59%	9
2025 Q1	$3.44M	Hold	13,453	–	–	3.17%	9
2024 Q4	$3.87M	Hold	13,453	–	–	4.51%	7
2024 Q3	$3.77M	Hold	13,453	–	–	3.42%	8
2024 Q2	$3.53M	Hold	13,453	–	–	6.35%	5
2024 Q1	$3.64M	Hold	13,453	–	–	5.56%	9
2023 Q4	$3.39M	Hold	13,453	–	–	2.83%	8
2023 Q3	$3.02M	Hold	13,453	–	–	6.89%	6
2023 Q2	$3.26M	Hold	13,453	–	–	3.8%	9
2023 Q1	$3.05M	Hold	13,453	–	–	4.52%	7
2022 Q4	$2.89M	Buy	+13,453	New	+$2.95M	1.04%	11

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Connective Capital Management's IWO Position: Q2 2026 in Review

Connective Capital Management held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 13,453 shares worth $5.3M. The position accounts for 3.73% of the portfolio, ranked #12.

Connective Capital Management first reported a position in IWO in Q4 2022 and has held it in 15 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Connective Capital Management held 13,453 shares of iShares Russell 2000 Growth ETF worth $5.3M as of Q2 2026.
Connective Capital Management left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 3.73% of Connective Capital Management's portfolio in Q2 2026, its #12 holding.
Connective Capital Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2022 and has held it in 15 quarters since.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Connective Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.