Elgethun Capital Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $818K | Hold |
2,075
| – | – | 0.11% | 83 |
|
|
2026
Q1 | $651K | Hold |
2,075
| – | – | 0.11% | 83 |
|
|
2025
Q4 | $670K | Hold |
2,075
| – | – | 0.12% | 77 |
|
|
2025
Q3 | $664K | Hold |
2,075
| – | – | 0.12% | 76 |
|
|
2025
Q2 | $593K | Sell |
2,075
-300
| -13% | -$79K | 0.12% | 75 |
|
|
2025
Q1 | $607K | Hold |
2,375
| – | – | 0.14% | 73 |
|
|
2024
Q4 | $684K | Hold |
2,375
| – | – | 0.17% | 65 |
|
|
2024
Q3 | $675K | Hold |
2,375
| – | – | 0.16% | 66 |
|
|
2024
Q2 | $623K | Buy |
2,375
+1
| +0% | +$260 | 0.16% | 69 |
|
|
2024
Q1 | $642K | Hold |
2,374
| – | – | 0.16% | 69 |
|
|
2023
Q4 | $599K | Buy |
2,374
+2
| +0.1% | +$451 | 0.17% | 67 |
|
|
2023
Q3 | $531K | Hold |
2,372
| – | – | 0.16% | 73 |
|
|
2023
Q2 | $576K | Hold |
2,372
| – | – | 0.17% | 68 |
|
|
2023
Q1 | $540K | Buy |
2,372
+1
| +0% | +$229 | 0.17% | 73 |
|
|
2022
Q4 | $504K | Buy |
2,371
+1
| +0% | +$219 | 0.18% | 72 |
|
|
2022
Q3 | $490K | Sell |
2,370
-8
| -0.3% | -$1.8K | 0.2% | 68 |
|
|
2022
Q2 | $487K | Buy |
2,378
+3
| +0.1% | +$669 | 0.19% | 71 |
|
|
2022
Q1 | $607K | Buy |
2,375
+2
| +0.1% | +$512 | 0.21% | 63 |
|
|
2021
Q4 | $699K | Buy |
2,373
+5
| +0.2% | +$1.51K | 0.24% | 64 |
|
|
2021
Q3 | $695K | Sell |
2,368
-2,000
| -46% | -$601K | 0.24% | 63 |
|
|
2021
Q2 | $1.36M | Buy |
4,368
+5
| +0.1% | +$1.5K | 0.47% | 46 |
|
|
2021
Q1 | $1.31M | Hold |
4,363
| – | – | 0.51% | 42 |
|
|
2020
Q4 | $1.25M | Buy |
4,363
+5
| +0.1% | +$1.27K | 0.53% | 41 |
|
|
2020
Q3 | $965K | Hold |
4,358
| – | – | 0.53% | 38 |
|
|
2020
Q2 | $904K | Hold |
4,358
| – | – | 0.53% | 37 |
|
|
2020
Q1 | $689K | Hold |
4,358
| – | – | 0.38% | 45 |
|
|
2019
Q4 | $934K | Hold |
4,358
| – | – | 0.45% | 40 |
|
|
2019
Q3 | $841K | Hold |
4,358
| – | – | 0.45% | 41 |
|
|
2019
Q2 | $875K | Hold |
4,358
| – | – | 0.48% | 42 |
|
|
2019
Q1 | $857K | Hold |
4,358
| – | – | 0.5% | 46 |
|
|
2018
Q4 | $734K | Hold |
4,358
| – | – | 0.51% | 46 |
|
|
2018
Q3 | $937K | Hold |
4,358
| – | – | 0.61% | 47 |
|
|
2018
Q2 | $888K | Hold |
4,358
| – | – | 0.63% | 45 |
|
|
2018
Q1 | $831K | Sell |
4,358
-2,000
| -31% | -$384K | 0.58% | 48 |
|
|
2017
Q4 | $1.19M | Sell |
6,358
-650
| -9% | -$119K | 0.83% | 38 |
|
|
2017
Q3 | $1.25M | Hold |
7,008
| – | – | 0.92% | 38 |
|
|
2017
Q2 | $1.18M | Hold |
7,008
| – | – | 0.92% | 37 |
|
|
2017
Q1 | $1.13M | Sell |
7,008
-1,408
| -17% | -$223K | 0.91% | 36 |
|
|
2016
Q4 | $1.29M | Buy |
+8,416
| New | +$1.26M | 1.01% | 35 |
|
Other funds holding IWO
DADC
CK
FWIA
CWS
SGAM
WF
Elgethun Capital Management's IWO Position: Q2 2026 in Review
Elgethun Capital Management held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 2,075 shares worth $818K. The position accounts for 0.11% of the portfolio, ranked #83.
Elgethun Capital Management first reported a position in IWO in Q4 2016 and has held it in 39 quarters since. The position peaked at $1.36M in Q2 2021. 452 funds tracked by Wall St. Rank hold IWO as of Q2 2026.
- Elgethun Capital Management held 2,075 shares of iShares Russell 2000 Growth ETF worth $818K as of Q2 2026.
- Elgethun Capital Management left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
- iShares Russell 2000 Growth ETF made up 0.11% of Elgethun Capital Management's portfolio in Q2 2026, its #83 holding.
- Elgethun Capital Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2016 and has held it in 39 quarters since.
- Elgethun Capital Management's iShares Russell 2000 Growth ETF position peaked at $1.36M in Q2 2021.
- 452 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.
Based on Elgethun Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.