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

Corundum 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
Q1 		$11.1M Buy
35,314
+1,029
+3% +$342K 3.7% 6
2025
Q4 		$11.1M Buy
34,285
+5,381
+19% +$1.75M 3.72% 6
2025
Q3 		$9.25M Sell
28,904
-146
-0.5% -$44K 3.8% 5
2025
Q2 		$8.3M Buy
29,050
+360
+1% +$94.8K 3.67% 5
2025
Q1 		$7.33M Hold
28,690
– – 3.52% 6
2024
Q4 		$8.26M Sell
28,690
-1,001
-3% -$296K 3.08% 6
2024
Q3 		$8.43M Sell
29,691
-797
-3% -$218K 3.85% 5
2024
Q2 		$8M Buy
30,488
+765
+3% +$199K 3.13% 7
2024
Q1 		$8.05M Hold
29,723
– – 3.88% 5
2023
Q4 		$7.5M Hold
29,723
– – 3.76% 6
2023
Q3 		$6.66M Hold
29,723
– – 3.79% 5
2023
Q2 		$7.21M Buy
29,723
+1,341
+5% +$307K 3.6% 6
2023
Q1 		$6.44M Sell
28,382
-161
-0.6% -$36.8K 3.05% 6
2022
Q4 		$6.12M Sell
28,543
-320
-1% -$70.1K 3.46% 5
2022
Q3 		$5.96M Buy
28,863
+691
+2% +$156K 3.75% 5
2022
Q2 		$5.81M Buy
28,172
+19,691
+232% +$4.39M 3.93% 5
2022
Q1 		$2.17M Sell
8,481
-14,330
-63% -$3.67M 2.02% 11
2021
Q4 		$6.68M Hold
22,811
– – 4.35% 5
2021
Q3 		$6.7M Hold
22,811
– – 4.97% 5
2021
Q2 		$7.11M Buy
22,811
+615
+3% +$185K 4.66% 5
2021
Q1 		$6.67M Sell
22,196
-1,763
-7% -$547K 5.22% 5
2020
Q4 		$6.87M Sell
23,959
-1,859
-7% -$474K 5.72% 5
2020
Q3 		$5.72M Hold
25,818
– – 5.54% 5
2020
Q2 		$5.34M Buy
25,818
+125
+0.5% +$23.4K 6.4% 5
2020
Q1 		$4.06M Sell
25,693
-490
-2% -$97.3K 5.78% 5
2019
Q4 		$5.61M Buy
26,183
+314
+1% +$63.7K 5.89% 5
2019
Q3 		$4.99M Hold
25,869
– – 5.78% 5
2019
Q2 		$5.2M Buy
25,869
+433
+2% +$85.6K 5.97% 5
2019
Q1 		$5M Hold
25,436
– – 5.72% 5
2018
Q4 		$4.27M Buy
+25,436
New +$4.74M 3.92% 8
2018
Q2 		$5.16M Sell
25,247
-2,059
-8% -$412K 6.36% 5
2018
Q1 		$5.2M Buy
27,306
+328
+1% +$63K 5.63% 5
2017
Q4 		$5.04M Sell
26,978
-1,177
-4% -$215K 5.44% 5
2017
Q3 		$5.04K Buy
28,155
+19,474
+224% +$3.31M 5.31% 5
2017
Q2 		$1.47M Sell
8,681
-24,929
-74% -$4.1M 3.25% 3
2017
Q1 		$5.43M Buy
33,610
+3,291
+11% +$522K 6.85% 4
2016
Q4 		$4.67M Hold
30,319
– – 6.86% 4
2016
Q3 		$4.51M Buy
30,319
+150
+0.5% +$21.9K 7.3% 3
2016
Q2 		$4.14M Buy
30,169
+21,488
+248% +$2.9M 6.37% 5
2016
Q1 		$1.15M Buy
8,681
+150
+2% +$18.7K 3.03% 3
2015
Q4 		$1.06M Hold
8,531
– – 3.18% 3
2015
Q3 		$1.14M Hold
8,531
– – 4.05% 3
2015
Q2 		$1.32M Hold
8,531
– – 4.65% 2
2015
Q1 		$1.29M Hold
8,531
– – 4.37% 2
2014
Q4 		$1.22M Hold
8,531
– – 4.9% 2
2014
Q3 		$1.11M Hold
8,531
– – 5.24% 2
2014
Q2 		$1.18M Hold
8,531
– – 5.54% 2
2014
Q1 		$1.16M Hold
8,531
– – 5.63% 2
2013
Q4 		$1.16M Hold
8,531
– – 5.43% 2
2013
Q3 		$1.07M Hold
8,531
– – 6.02% 2
2013
Q2 		$951K Buy
+8,531
New +$932K 5.85% 2

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

Corundum Group's IWO Position: Q1 2026 in Review

Corundum Group increased its iShares Russell 2000 Growth ETF (IWO) stake by 3% in Q1 2026, buying an estimated $342K and bringing the position to 35,314 shares worth $11.1M. The position accounts for 3.7% of the portfolio, ranked #6.

Corundum Group first reported a position in IWO in Q2 2013 and has held it in 51 quarters since. 1,021 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Corundum Group held 35,314 shares of iShares Russell 2000 Growth ETF worth $11.1M as of Q1 2026.
  • Corundum Group bought 1,029 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $342K.
  • iShares Russell 2000 Growth ETF made up 3.7% of Corundum Group's portfolio in Q1 2026, its #6 holding.
  • Corundum Group first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and has held it in 51 quarters since.
  • 1,021 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Corundum Group's 13F filing for Q1 2026, filed 20 Apr 2026.