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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
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

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

Dravo Bay's IWO Position: Q1 2026 in Review

Dravo Bay increased its iShares Russell 2000 Growth ETF (IWO) stake by 2.2% in Q1 2026, buying an estimated $14K and bringing the position to 1,925 shares worth $604K. The position accounts for 0.25% of the portfolio, ranked #32.

Dravo Bay first reported a position in IWO in Q4 2021 and has held it in 18 quarters since. The position peaked at $850K in Q1 2024. 1,021 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Dravo Bay held 1,925 shares of iShares Russell 2000 Growth ETF worth $604K as of Q1 2026.
  • Dravo Bay bought 42 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $14K.
  • iShares Russell 2000 Growth ETF made up 0.25% of Dravo Bay's portfolio in Q1 2026, its #32 holding.
  • Dravo Bay first reported a position in iShares Russell 2000 Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • Dravo Bay's iShares Russell 2000 Growth ETF position peaked at $850K in Q1 2024.
  • 1,021 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Dravo Bay's 13F filing for Q1 2026, filed 7 May 2026.