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Eukles Asset Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Eukles Asset Management’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 		$1.83M Buy
5,821
+550
+10% +$183K 0.81% 41
2025
Q4 		$1.7M Sell
5,271
-81
-2% -$26.3K 0.66% 50
2025
Q3 		$1.71M Buy
5,352
+76
+1% +$22.9K 0.67% 50
2025
Q2 		$1.51M Sell
5,276
-115
-2% -$30.3K 0.62% 51
2025
Q1 		$1.38M Sell
5,391
-57
-1% -$16.1K 0.6% 56
2024
Q4 		$1.57M Sell
5,448
-183
-3% -$54.1K 0.67% 53
2024
Q3 		$1.6M Sell
5,631
-134
-2% -$36.7K 0.64% 54
2024
Q2 		$1.51M Sell
5,765
-7
-0.1% -$1.82K 0.65% 50
2024
Q1 		$1.56M Sell
5,772
-76
-1% -$19.4K 0.68% 49
2023
Q4 		$1.48M Buy
5,848
+1,028
+21% +$232K 0.7% 47
2023
Q3 		$1.08M Sell
4,820
-248
-5% -$59.4K 0.57% 54
2023
Q2 		$1.23M Sell
5,068
-19
-0.4% -$4.36K 0.63% 49
2023
Q1 		$1.15M Sell
5,087
-79
-2% -$18.1K 0.63% 54
2022
Q4 		$1.11M Sell
5,166
-197
-4% -$43.2K 0.65% 54
2022
Q3 		$1.11M Buy
5,363
+213
+4% +$47.9K 0.73% 52
2022
Q2 		$1.06M Sell
5,150
-66
-1% -$14.7K 0.67% 52
2022
Q1 		$1.33M Buy
5,216
+177
+4% +$45.3K 0.73% 52
2021
Q4 		$1.48M Buy
5,039
+163
+3% +$49.1K 0.71% 50
2021
Q3 		$1.43M Buy
4,876
+8
+0.2% +$2.4K 0.78% 48
2021
Q2 		$1.52M Buy
4,868
+81
+2% +$24.4K 0.84% 44
2021
Q1 		$1.44M Sell
4,787
-103
-2% -$32K 0.93% 44
2020
Q4 		$1.4M Sell
4,890
-121
-2% -$30.8K 0.97% 41
2020
Q3 		$1.11M Buy
5,011
+95
+2% +$20.8K 0.86% 45
2020
Q2 		$1.02M Sell
4,916
-1
-0% -$187 0.86% 48
2020
Q1 		$778K Sell
4,917
-246
-5% -$48.8K 0.81% 47
2019
Q4 		$1.11M Buy
5,163
+8
+0.2% +$1.62K 0.9% 47
2019
Q3 		$994K Buy
5,155
+5
+0.1% +$991 0.86% 50
2019
Q2 		$1.03M Buy
5,150
+145
+3% +$28.7K 0.9% 47
2019
Q1 		$984K Sell
5,005
-232
-4% -$44.1K 0.9% 50
2018
Q4 		$880K Buy
+5,237
New +$977K 0.92% 49

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 $424B AUM 22.94% 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

Eukles Asset Management's IWO Position: Q1 2026 in Review

Eukles Asset Management increased its iShares Russell 2000 Growth ETF (IWO) stake by 10% in Q1 2026, buying an estimated $183K and bringing the position to 5,821 shares worth $1.83M. The position accounts for 0.81% of the portfolio, ranked #41.

Eukles Asset Management first reported a position in IWO in Q4 2018 and has held it in 30 quarters since. 1,021 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Eukles Asset Management held 5,821 shares of iShares Russell 2000 Growth ETF worth $1.83M as of Q1 2026.
  • Eukles Asset Management bought 550 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $183K.
  • iShares Russell 2000 Growth ETF made up 0.81% of Eukles Asset Management's portfolio in Q1 2026, its #41 holding.
  • Eukles Asset Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2018 and has held it in 30 quarters since.
  • 1,021 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Eukles Asset Management's 13F filing for Q1 2026, filed 5 May 2026.