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

Geneva 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 		$33.9M Buy
86,150
+15,473
+22% +$5.65M 0.78% 46
2026
Q1 		$22.2M Buy
70,677
+8,779
+14% +$2.92M 0.47% 60
2025
Q4 		$20M Sell
61,898
-8,892
-13% -$2.89M 0.38% 75
2025
Q3 		$22.7M Buy
70,790
+36,960
+109% +$11.2M 0.39% 74
2025
Q2 		$9.67M Sell
33,830
-8,871
-21% -$2.33M 0.16% 91
2025
Q1 		$10.9M Sell
42,701
-8,089
-16% -$2.28M 0.2% 89
2024
Q4 		$14.6M Buy
50,790
+20,455
+67% +$6.05M 0.25% 89
2024
Q3 		$8.62M Sell
30,335
-23,263
-43% -$6.37M 0.14% 100
2024
Q2 		$14.1M Buy
53,598
+19,010
+55% +$4.93M 0.26% 89
2024
Q1 		$9.37M Sell
34,588
-27,463
-44% -$7.02M 0.16% 96
2023
Q4 		$15.7M Buy
62,051
+20,254
+48% +$4.57M 0.3% 86
2023
Q3 		$9.37M Buy
41,797
+17,722
+74% +$4.24M 0.2% 90
2023
Q2 		$5.84M Sell
24,075
-18,775
-44% -$4.3M 0.12% 99
2023
Q1 		$9.72M Sell
42,850
-9,563
-18% -$2.19M 0.2% 91
2022
Q4 		$11.2M Buy
52,413
+37,314
+247% +$8.18M 0.25% 88
2022
Q3 		$3.12M Sell
15,099
-17,625
-54% -$3.97M 0.07% 114
2022
Q2 		$6.75M Buy
32,724
+3,911
+14% +$872K 0.16% 99
2022
Q1 		$7.37M Sell
28,813
-24,516
-46% -$6.27M 0.14% 103
2021
Q4 		$15.6M Buy
53,329
+26,144
+96% +$7.88M 0.25% 97
2021
Q3 		$7.98M Buy
27,185
+18,149
+201% +$5.45M 0.14% 104
2021
Q2 		$2.82M Buy
9,036
+668
+8% +$201K 0.05% 120
2021
Q1 		$2.52M Sell
8,368
-6,396
-43% -$1.99M 0.04% 123
2020
Q4 		$4.23M Sell
14,764
-974
-6% -$248K 0.07% 112
2020
Q3 		$3.49M Buy
15,738
+5,621
+56% +$1.23M 0.07% 113
2020
Q2 		$2.09M Sell
10,117
-17,311
-63% -$3.24M 0.05% 116
2020
Q1 		$4.34M Buy
+27,428
New +$5.45M 0.12% 102

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
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

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

Geneva Capital Management increased its iShares Russell 2000 Growth ETF (IWO) stake by 22% in Q2 2026, buying an estimated $5.65M and bringing the position to 86,150 shares worth $33.9M. The position accounts for 0.78% of the portfolio, ranked #46.

Geneva Capital Management first reported a position in IWO in Q1 2020 and has held it in 26 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Geneva Capital Management held 86,150 shares of iShares Russell 2000 Growth ETF worth $33.9M as of Q2 2026.
  • Geneva Capital Management bought 15,473 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $5.65M.
  • iShares Russell 2000 Growth ETF made up 0.78% of Geneva Capital Management's portfolio in Q2 2026, its #46 holding.
  • Geneva Capital Management first reported a position in iShares Russell 2000 Growth ETF in Q1 2020 and has held it in 26 quarters since.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Geneva Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.