GI
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GAMMA Investing’s iShares Russell 2000 Growth ETF IWO Stock Holding History

GAMMA Investing’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 		$63.5K Sell
178
-10
-5% -$3.77K ﹤0.01% 2208
2026
Q2 		$74.1K Hold
188
– – ﹤0.01% 2033
2026
Q1 		$59K Hold
188
– – ﹤0.01% 2079
2025
Q4 		$60.7K Sell
188
-21
-10% -$6.83K ﹤0.01% 1936
2025
Q3 		$66.9K Sell
209
-13
-6% -$3.92K ﹤0.01% 1794
2025
Q2 		$63.5K Buy
222
+66
+42% +$17.4K ﹤0.01% 1765
2025
Q1 		$39.9K Hold
156
– – ﹤0.01% 1947
2024
Q4 		$44.9K Buy
156
+61
+64% +$18K ﹤0.01% 1740
2024
Q3 		$27K Hold
95
– – ﹤0.01% 1924
2024
Q2 		$24.9K Hold
95
– – ﹤0.01% 1696
2024
Q1 		$25.7K Buy
+95
New +$24.3K 0.01% 1473

Other funds holding IWO

LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
LA
LWM Advisors El Dorado Hills, California $132M AUM 13.37% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EA
Echo45 Advisors Walnut Creek, California $219M AUM 13.71% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

GAMMA Investing's IWO Position: Q3 2026 in Review

GAMMA Investing reduced its iShares Russell 2000 Growth ETF (IWO) stake by 5.3% in Q3 2026, selling an estimated $3.77K and leaving 178 shares worth $63.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2208.

GAMMA Investing first reported a position in IWO in Q1 2024 and has held it in 11 quarters since. The position peaked at $74.1K in Q2 2026. 41 funds tracked by Wall St. Rank hold IWO as of Q3 2026.

  • GAMMA Investing held 178 shares of iShares Russell 2000 Growth ETF worth $63.5K as of Q3 2026.
  • GAMMA Investing sold 10 iShares Russell 2000 Growth ETF shares in Q3 2026, an estimated $3.77K.
  • iShares Russell 2000 Growth ETF made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #2208 holding.
  • GAMMA Investing first reported a position in iShares Russell 2000 Growth ETF in Q1 2024 and has held it in 11 quarters since.
  • GAMMA Investing's iShares Russell 2000 Growth ETF position peaked at $74.1K in Q2 2026.
  • 41 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.