Gables Capital Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Gables Capital 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 Q2	$1.01M	Hold	2,575	–	–	0.37%	61
2026 Q1	$808K	Hold	2,575	–	–	0.34%	60
2025 Q4	$832K	Hold	2,575	–	–	0.35%	59
2025 Q3	$824K	Hold	2,575	–	–	0.35%	63
2025 Q2	$736K	Hold	2,575	–	–	0.35%	62
2025 Q1	$658K	Hold	2,575	–	–	0.33%	65
2024 Q4	$741K	Hold	2,575	–	–	0.36%	58
2024 Q3	$731K	Hold	2,575	–	–	0.37%	58
2024 Q2	$676K	Hold	2,575	–	–	0.35%	61
2024 Q1	$697K	Hold	2,575	–	–	0.38%	58
2023 Q4	$649K	Hold	2,575	–	–	0.4%	55
2023 Q3	$577K	Hold	2,575	–	–	0.4%	58
2023 Q2	$625K	Hold	2,575	–	–	0.41%	55
2023 Q1	$584K	Hold	2,575	–	–	0.41%	58
2022 Q4	$552K	Hold	2,575	–	–	0.4%	58
2022 Q3	$532K	Hold	2,575	–	–	0.43%	54
2022 Q2	$531K	Hold	2,575	–	–	0.4%	59
2022 Q1	$659K	Sell	2,575 -500	-16%	-$128K	0.41%	55
2021 Q4	$901K	Hold	3,075	–	–	0.54%	48
2021 Q3	$903K	Hold	3,075	–	–	0.59%	47
2021 Q2	$958K	Hold	3,075	–	–	0.66%	45
2021 Q1	$925K	Hold	3,075	–	–	0.51%	55
2020 Q4	$882K	Hold	3,075	–	–	0.51%	53
2020 Q3	$681K	Hold	3,075	–	–	0.44%	55
2020 Q2	$636K	Hold	3,075	–	–	0.44%	58
2020 Q1	$486K	Sell	3,075 -513	-14%	-$102K	0.4%	62
2019 Q4	$769K	Hold	3,588	–	–	0.52%	55
2019 Q3	$692K	Buy	+3,588	New	+$711K	0.49%	61

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Gables Capital Management's IWO Position: Q2 2026 in Review

Gables Capital Management held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 2,575 shares worth $1.01M. The position accounts for 0.37% of the portfolio, ranked #61.

Gables Capital Management first reported a position in IWO in Q3 2019 and has held it in 28 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Gables Capital Management held 2,575 shares of iShares Russell 2000 Growth ETF worth $1.01M as of Q2 2026.
Gables Capital Management left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.37% of Gables Capital Management's portfolio in Q2 2026, its #61 holding.
Gables Capital Management first reported a position in iShares Russell 2000 Growth ETF in Q3 2019 and has held it in 28 quarters since.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Gables Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.