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Custom Index Systems’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Custom Index Systems’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 		$4.17M Sell
10,574
-1,113
-10% -$406K 1.5% 10
2026
Q1 		$3.67M Buy
11,687
+212
+2% +$70.5K 1.6% 10
2025
Q4 		$3.71M Sell
11,475
-7,182
-38% -$2.34M 1.64% 9
2025
Q3 		$5.97M Buy
18,657
+9,927
+114% +$2.99M 1.77% 9
2025
Q2 		$2.5M Sell
8,730
-991
-10% -$261K 1.19% 17
2025
Q1 		$2.48M Sell
9,721
-73
-0.7% -$20.6K 1.26% 12
2024
Q4 		$2.82M Sell
9,794
-30
-0.3% -$8.88K 1.51% 9
2024
Q3 		$2.79M Sell
9,824
-40
-0.4% -$11K 1.51% 8
2024
Q2 		$2.59M Buy
9,864
+3
+0% +$779 1.49% 12
2024
Q1 		$2.67M Buy
9,861
+1,087
+12% +$278K 1.52% 10
2023
Q4 		$2.21M Buy
+8,774
New +$1.98M 1.36% 11

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

Custom Index Systems's IWO Position: Q2 2026 in Review

Custom Index Systems reduced its iShares Russell 2000 Growth ETF (IWO) stake by 9.5% in Q2 2026, selling an estimated $406K and leaving 10,574 shares worth $4.17M. The position accounts for 1.5% of the portfolio, ranked #10.

Custom Index Systems first reported a position in IWO in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.97M in Q3 2025. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Custom Index Systems held 10,574 shares of iShares Russell 2000 Growth ETF worth $4.17M as of Q2 2026.
  • Custom Index Systems sold 1,113 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $406K.
  • iShares Russell 2000 Growth ETF made up 1.5% of Custom Index Systems's portfolio in Q2 2026, its #10 holding.
  • Custom Index Systems first reported a position in iShares Russell 2000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • Custom Index Systems's iShares Russell 2000 Growth ETF position peaked at $5.97M in Q3 2025.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.