DADC
IWO icon

D.A. Davidson & Co’s iShares Russell 2000 Growth ETF IWO Stock Holding History

D.A. Davidson & Co’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 		$171M Buy
544,695
+12,173
+2% +$4.05M 1.04% 14
2025
Q4 		$172M Buy
532,522
+10,967
+2% +$3.57M 1.05% 13
2025
Q3 		$167M Buy
521,555
+9,433
+2% +$2.85M 1.07% 15
2025
Q2 		$146M Buy
512,122
+17,568
+4% +$4.62M 1.03% 16
2025
Q1 		$126M Buy
494,554
+17,213
+4% +$4.86M 1.01% 15
2024
Q4 		$137M Buy
477,341
+6,649
+1% +$1.97M 1.12% 15
2024
Q3 		$134M Buy
470,692
+7,434
+2% +$2.04M 1.1% 13
2024
Q2 		$122M Buy
463,258
+5,892
+1% +$1.53M 1.08% 15
2024
Q1 		$124M Buy
457,366
+5,318
+1% +$1.36M 1.12% 11
2023
Q4 		$114M Buy
452,048
+5,281
+1% +$1.19M 1.12% 12
2023
Q3 		$100M Buy
446,767
+6,658
+2% +$1.59M 1.09% 12
2023
Q2 		$107M Buy
440,109
+10,743
+3% +$2.46M 1.13% 10
2023
Q1 		$97.4M Buy
429,366
+11,756
+3% +$2.69M 1.1% 11
2022
Q4 		$89.6M Buy
417,610
+27,448
+7% +$6.01M 1.06% 12
2022
Q3 		$80.6M Buy
390,162
+12,656
+3% +$2.85M 1.06% 13
2022
Q2 		$77.9M Buy
377,506
+17,966
+5% +$4.01M 0.98% 15
2022
Q1 		$92M Buy
359,540
+24,552
+7% +$6.28M 1% 16
2021
Q4 		$98.2M Buy
334,988
+10,807
+3% +$3.26M 1.05% 13
2021
Q3 		$95.2M Buy
324,181
+7,991
+3% +$2.4M 1.1% 13
2021
Q2 		$98.6M Buy
316,190
+8,036
+3% +$2.42M 1.16% 11
2021
Q1 		$92.7M Sell
308,154
-13,473
-4% -$4.18M 1.19% 11
2020
Q4 		$92.2M Buy
321,627
+146
+0% +$37.2K 1.41% 10
2020
Q3 		$71.2M Sell
321,481
-4,201
-1% -$919K 1.24% 11
2020
Q2 		$67.4M Buy
325,682
+5,637
+2% +$1.05M 1.26% 11
2020
Q1 		$50.6M Buy
320,045
+13,247
+4% +$2.63M 0.99% 15
2019
Q4 		$65.7M Buy
306,798
+9,311
+3% +$1.89M 1.06% 13
2019
Q3 		$57.3M Buy
297,487
+8,058
+3% +$1.6M 1.03% 14
2019
Q2 		$58.1M Buy
289,429
+2,765
+1% +$547K 1.08% 13
2019
Q1 		$56.4M Buy
286,664
+9,704
+4% +$1.85M 0.97% 16
2018
Q4 		$46.5M Buy
276,960
+11,703
+4% +$2.18M 0.91% 21
2018
Q3 		$57.1M Buy
265,257
+3,532
+1% +$753K 1.02% 12
2018
Q2 		$53.5M Buy
261,725
+7,336
+3% +$1.47M 1.05% 11
2018
Q1 		$48.5M Buy
254,389
+5,188
+2% +$996K 1% 14
2017
Q4 		$46.5M Buy
249,201
+4,954
+2% +$904K 0.98% 18
2017
Q3 		$43.7M Buy
244,247
+11,344
+5% +$1.93M 0.86% 18
2017
Q2 		$39.3M Buy
232,903
+13,525
+6% +$2.23M 0.89% 21
2017
Q1 		$35.5M Buy
219,378
+12,687
+6% +$2.01M 0.86% 21
2016
Q4 		$31.8M Buy
206,691
+21,717
+12% +$3.24M 0.72% 24
2016
Q3 		$27.5M Buy
184,974
+15,139
+9% +$2.21M 0.69% 25
2016
Q2 		$23.3M Buy
169,835
+14,986
+10% +$2.02M 0.69% 22
2016
Q1 		$20.5M Buy
154,849
+14,947
+11% +$1.87M 0.64% 27
2015
Q4 		$19.5M Buy
139,902
+9,687
+7% +$1.37M 0.63% 27
2015
Q3 		$17.4M Buy
130,215
+11,321
+10% +$1.68M 0.61% 26
2015
Q2 		$18.4M Buy
118,894
+5,482
+5% +$840K 0.6% 30
2015
Q1 		$17.2M Buy
113,412
+7,790
+7% +$1.14M 0.56% 34
2014
Q4 		$15M Buy
105,622
+6,353
+6% +$860K 0.49% 44
2014
Q3 		$12.9M Buy
99,269
+6,469
+7% +$867K 0.44% 47
2014
Q2 		$12.8M Buy
92,800
+4,885
+6% +$642K 0.44% 49
2014
Q1 		$12M Buy
87,915
+3,099
+4% +$424K 0.43% 48
2013
Q4 		$11.5M Buy
84,816
+4,950
+6% +$641K 0.43% 49
2013
Q3 		$10M Sell
79,866
-943
-1% -$114K 0.45% 46
2013
Q2 		$9.01M Buy
+80,809
New +$8.83M 0.44% 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

D.A. Davidson & Co's IWO Position: Q1 2026 in Review

D.A. Davidson & Co increased its iShares Russell 2000 Growth ETF (IWO) stake by 2.3% in Q1 2026, buying an estimated $4.05M and bringing the position to 544,695 shares worth $171M. The position accounts for 1.04% of the portfolio, ranked #14.

D.A. Davidson & Co first reported a position in IWO in Q2 2013 and has held it in 52 quarters since. The position peaked at $172M in Q4 2025. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • D.A. Davidson & Co held 544,695 shares of iShares Russell 2000 Growth ETF worth $171M as of Q1 2026.
  • D.A. Davidson & Co bought 12,173 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $4.05M.
  • iShares Russell 2000 Growth ETF made up 1.04% of D.A. Davidson & Co's portfolio in Q1 2026, its #14 holding.
  • D.A. Davidson & Co first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and has held it in 52 quarters since.
  • D.A. Davidson & Co's iShares Russell 2000 Growth ETF position peaked at $172M in Q4 2025.
  • 1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on D.A. Davidson & Co's 13F filing for Q1 2026, filed 5 May 2026.