Dravo Bay
IWO icon

Dravo Bay’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Dravo Bay’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
Q3 		$663K Buy
1,857
+49
+3% +$18.5K 0.22% 31
2026
Q2 		$712K Sell
1,808
-117
-6% -$42.7K 0.25% 30
2026
Q1 		$604K Buy
1,925
+42
+2% +$14K 0.25% 32
2025
Q4 		$608K Buy
1,883
+10
+0.5% +$3.25K 0.25% 32
2025
Q3 		$599K Sell
1,873
-154
-8% -$46.5K 0.26% 30
2025
Q2 		$579K Sell
2,027
-15
-0.7% -$3.95K 0.28% 30
2025
Q1 		$522K Sell
2,042
-71
-3% -$20K 0.28% 30
2024
Q4 		$608K Sell
2,113
-216
-9% -$63.9K 0.29% 33
2024
Q3 		$661K Sell
2,329
-758
-25% -$208K 0.34% 30
2024
Q2 		$810K Sell
3,087
-51
-2% -$13.2K 0.45% 31
2024
Q1 		$850K Sell
3,138
-26
-0.8% -$6.64K 0.51% 31
2023
Q4 		$798K Buy
3,164
+62
+2% +$14K 0.54% 31
2023
Q3 		$695K Buy
3,102
+61
+2% +$14.6K 0.51% 29
2023
Q2 		$738K Sell
3,041
-521
-15% -$119K 0.54% 29
2023
Q1 		$808K Buy
3,562
+432
+14% +$98.8K 0.61% 29
2022
Q4 		$671K Buy
3,130
+68
+2% +$14.9K 0.55% 27
2022
Q3 		$633K Buy
3,062
+389
+15% +$87.6K 0.57% 27
2022
Q2 		$588K Buy
2,673
+1,330
+99% +$297K 0.5% 28
2022
Q1 		$343K Buy
1,343
+345
+35% +$88.3K 0.27% 34
2021
Q4 		$247K Buy
+998
New +$301K 0.21% 35

Other funds holding IWO

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM

Dravo Bay's IWO Position: Q3 2026 in Review

Dravo Bay increased its iShares Russell 2000 Growth ETF (IWO) stake by 2.7% in Q3 2026, buying an estimated $18.5K and bringing the position to 1,857 shares worth $663K. The position accounts for 0.22% of the portfolio, ranked #31.

Dravo Bay first reported a position in IWO in Q4 2021 and has held it in 20 quarters since. The position peaked at $850K in Q1 2024. 955 funds tracked by Wall St. Rank hold IWO as of Q3 2026.

  • Dravo Bay held 1,857 shares of iShares Russell 2000 Growth ETF worth $663K as of Q3 2026.
  • Dravo Bay bought 49 iShares Russell 2000 Growth ETF shares in Q3 2026, an estimated $18.5K.
  • iShares Russell 2000 Growth ETF made up 0.22% of Dravo Bay's portfolio in Q3 2026, its #31 holding.
  • Dravo Bay first reported a position in iShares Russell 2000 Growth ETF in Q4 2021 and has held it in 20 quarters since.
  • Dravo Bay's iShares Russell 2000 Growth ETF position peaked at $850K in Q1 2024.
  • 955 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2026.

Based on Dravo Bay's 13F filing for Q3 2026, filed 12 Nov 2026.