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

Crestwood Advisors 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 		$1.35M Sell
4,301
-1,198
-22% -$399K 0.02% 271
2025
Q4 		$1.78M Sell
5,499
-1,296
-19% -$422K 0.03% 224
2025
Q3 		$2.17M Sell
6,795
-18
-0.3% -$5.43K 0.04% 209
2025
Q2 		$1.95M Sell
6,813
-315
-4% -$82.9K 0.03% 212
2025
Q1 		$1.82M Buy
7,128
+3,787
+113% +$1.07M 0.03% 208
2024
Q4 		$962K Sell
3,341
-50
-1% -$14.8K 0.02% 246
2024
Q3 		$963K Sell
3,391
-14
-0.4% -$3.83K 0.02% 237
2024
Q2 		$894K Sell
3,405
-49
-1% -$12.7K 0.02% 230
2024
Q1 		$935K Sell
3,454
-25
-0.7% -$6.39K 0.02% 222
2023
Q4 		$878K Sell
3,479
-34
-1% -$7.66K 0.02% 222
2023
Q3 		$788K Sell
3,513
-80
-2% -$19.1K 0.02% 213
2023
Q2 		$872K Buy
3,593
+71
+2% +$16.3K 0.03% 148
2023
Q1 		$799K Sell
3,522
-413
-10% -$94.5K 0.03% 154
2022
Q4 		$844K Sell
3,935
-40
-1% -$8.76K 0.03% 153
2022
Q3 		$821K Sell
3,975
-52
-1% -$11.7K 0.03% 151
2022
Q2 		$831K Sell
4,027
-174
-4% -$38.8K 0.03% 158
2022
Q1 		$1.07M Sell
4,201
-99
-2% -$25.3K 0.03% 151
2021
Q4 		$1.26M Buy
4,300
+177
+4% +$53.3K 0.03% 152
2021
Q3 		$1.21M Sell
4,123
-107
-3% -$32.1K 0.03% 144
2021
Q2 		$1.32M Hold
4,230
– – 0.04% 138
2021
Q1 		$1.27M Sell
4,230
-178
-4% -$55.2K 0.04% 136
2020
Q4 		$1.26M Sell
4,408
-55
-1% -$14K 0.04% 132
2020
Q3 		$989K Sell
4,463
-21
-0.5% -$4.6K 0.04% 125
2020
Q2 		$928K Buy
4,484
+36
+0.8% +$6.73K 0.04% 124
2020
Q1 		$703K Sell
4,448
-1,116
-20% -$222K 0.03% 133
2019
Q4 		$1.19M Sell
5,564
-137
-2% -$27.8K 0.05% 127
2019
Q3 		$1.1M Buy
5,701
+419
+8% +$83.1K 0.05% 125
2019
Q2 		$1.06M Buy
5,282
+400
+8% +$79.1K 0.05% 129
2019
Q1 		$960K Sell
4,882
-115
-2% -$21.9K 0.07% 84
2018
Q4 		$839K Buy
4,997
+404
+9% +$75.3K 0.07% 86
2018
Q3 		$988K Hold
4,593
– – 0.07% 79
2018
Q2 		$962K Buy
4,593
+128
+3% +$25.6K 0.07% 79
2018
Q1 		$851K Sell
4,465
-188
-4% -$36.1K 0.07% 80
2017
Q4 		$869K Sell
4,653
-46
-1% -$8.4K 0.07% 81
2017
Q3 		$841K Hold
4,699
– – 0.07% 80
2017
Q2 		$803K Sell
4,699
-280
-6% -$46.1K 0.07% 81
2017
Q1 		$822K Sell
4,979
-502
-9% -$79.7K 0.07% 78
2016
Q4 		$844K Sell
5,481
-312
-5% -$46.6K 0.08% 79
2016
Q3 		$863K Buy
5,793
+125
+2% +$18.2K 0.1% 65
2016
Q2 		$778K Sell
5,668
-610
-10% -$82.3K 0.1% 65
2016
Q1 		$833K Sell
6,278
-35,335
-85% -$4.41M 0.1% 72
2015
Q4 		$5.8M Sell
41,613
-541
-1% -$76.7K 0.7% 47
2015
Q3 		$5.65M Buy
42,154
+458
+1% +$67.8K 0.73% 47
2015
Q2 		$6.45M Sell
41,696
-678
-2% -$104K 0.86% 43
2015
Q1 		$6.42M Buy
42,374
+668
+2% +$97.3K 0.92% 43
2014
Q4 		$5.94M Buy
41,706
+1,069
+3% +$145K 0.89% 44
2014
Q3 		$5.27M Buy
40,637
+584
+1% +$78.3K 0.83% 45
2014
Q2 		$5.54M Buy
40,053
+2,306
+6% +$303K 0.88% 44
2014
Q1 		$5.14M Buy
37,747
+991
+3% +$136K 0.84% 45
2013
Q4 		$4.98M Buy
36,756
+2,877
+8% +$373K 0.8% 46
2013
Q3 		$4.26M Buy
33,879
+3,088
+10% +$372K 0.75% 45
2013
Q2 		$3.43M Buy
+30,791
New +$3.36M 0.64% 46

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

Crestwood Advisors Group's IWO Position: Q1 2026 in Review

Crestwood Advisors Group reduced its iShares Russell 2000 Growth ETF (IWO) stake by 22% in Q1 2026, selling an estimated $399K and leaving 4,301 shares worth $1.35M. The position accounts for 0.02% of the portfolio, ranked #271.

Crestwood Advisors Group first reported a position in IWO in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.45M in Q2 2015. 1,021 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Crestwood Advisors Group held 4,301 shares of iShares Russell 2000 Growth ETF worth $1.35M as of Q1 2026.
  • Crestwood Advisors Group sold 1,198 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $399K.
  • iShares Russell 2000 Growth ETF made up 0.02% of Crestwood Advisors Group's portfolio in Q1 2026, its #271 holding.
  • Crestwood Advisors Group first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and has held it in 52 quarters since.
  • Crestwood Advisors Group's iShares Russell 2000 Growth ETF position peaked at $6.45M in Q2 2015.
  • 1,021 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.