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GHP Investment Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

GHP Investment Advisors’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 		$908K Buy
2,306
+5
+0.2% +$1.82K 0.03% 285
2026
Q1 		$722K Buy
2,301
+6
+0.3% +$2K 0.03% 294
2025
Q4 		$741K Sell
2,295
-137
-6% -$44.6K 0.03% 291
2025
Q3 		$778K Buy
2,432
+11
+0.5% +$3.32K 0.03% 284
2025
Q2 		$692K Sell
2,421
-67
-3% -$17.6K 0.03% 284
2025
Q1 		$636K Buy
2,488
+16
+0.6% +$4.52K 0.03% 286
2024
Q4 		$712K Sell
2,472
-107
-4% -$31.7K 0.03% 282
2024
Q3 		$732K Sell
2,579
-47
-2% -$12.9K 0.03% 282
2024
Q2 		$690K Sell
2,626
-29
-1% -$7.53K 0.03% 281
2024
Q1 		$719K Buy
2,655
+5
+0.2% +$1.28K 0.04% 287
2023
Q4 		$668K Sell
2,650
-9
-0.3% -$2.03K 0.04% 286
2023
Q3 		$573K Sell
2,659
-91
-3% -$21.8K 0.03% 290
2023
Q2 		$662K Sell
2,750
-101
-4% -$23.2K 0.04% 289
2023
Q1 		$647K Sell
2,851
-9
-0.3% -$2.06K 0.04% 285
2022
Q4 		$613K Sell
2,860
-424
-13% -$92.9K 0.04% 294
2022
Q3 		$678K Sell
3,284
-215
-6% -$48.4K 0.05% 268
2022
Q2 		$722K Sell
3,499
-160
-4% -$35.7K 0.05% 259
2022
Q1 		$936K Sell
3,659
-212
-5% -$54.3K 0.06% 247
2021
Q4 		$1.13M Sell
3,871
-111
-3% -$33.5K 0.08% 208
2021
Q3 		$1.17M Buy
3,982
+276
+7% +$82.9K 0.09% 196
2021
Q2 		$1.16M Buy
3,706
+151
+4% +$45.4K 0.09% 189
2021
Q1 		$1.07M Buy
3,555
+55
+2% +$17.1K 0.09% 189
2020
Q4 		$1M Buy
3,500
+2
+0.1% +$510 0.1% 185
2020
Q3 		$775K Buy
3,498
+167
+5% +$36.6K 0.09% 192
2020
Q2 		$689K Buy
3,331
+587
+21% +$110K 0.09% 195
2020
Q1 		$434K Buy
2,744
+1,087
+66% +$216K 0.07% 227
2019
Q4 		$355K Buy
1,657
+33
+2% +$6.7K 0.04% 258
2019
Q3 		$313K Sell
1,624
-404
-20% -$80.1K 0.04% 263
2019
Q2 		$407K Buy
2,028
+1
+0% +$198 0.05% 245
2019
Q1 		$399K Sell
2,027
-24
-1% -$4.57K 0.05% 242
2018
Q4 		$345K Buy
2,051
+122
+6% +$22.8K 0.05% 242
2018
Q3 		$415K Sell
1,929
-581
-23% -$124K 0.06% 236
2018
Q2 		$513K Sell
2,510
-15
-0.6% -$3K 0.07% 226
2018
Q1 		$481K Buy
2,525
+2
+0.1% +$384 0.07% 228
2017
Q4 		$471K Sell
2,523
-23
-0.9% -$4.2K 0.07% 232
2017
Q3 		$456K Sell
2,546
-336
-12% -$57.1K 0.07% 236
2017
Q2 		$486K Hold
2,882
– – 0.08% 227
2017
Q1 		$466K Buy
2,882
+17
+0.6% +$2.7K 0.08% 227
2016
Q4 		$441K Buy
2,865
+90
+3% +$13.4K 0.08% 227
2016
Q3 		$413K Buy
2,775
+28
+1% +$4.08K 0.08% 225
2016
Q2 		$377K Buy
2,747
+30
+1% +$4.05K 0.08% 233
2016
Q1 		$360K Sell
2,717
-195
-7% -$24.3K 0.08% 226
2015
Q4 		$406K Buy
2,912
+216
+8% +$30.6K 0.1% 210
2015
Q3 		$361K Sell
2,696
-801
-23% -$119K 0.09% 215
2015
Q2 		$536K Sell
3,497
-1,012
-22% -$155K 0.13% 173
2015
Q1 		$683K Sell
4,509
-209
-4% -$30.5K 0.18% 150
2014
Q4 		$672K Buy
4,718
+96
+2% +$13K 0.19% 146
2014
Q3 		$599K Sell
4,622
-73
-2% -$9.79K 0.18% 142
2014
Q2 		$650K Buy
4,695
+81
+2% +$10.6K 0.19% 133
2014
Q1 		$628K Hold
4,614
– – 0.2% 127
2013
Q4 		$625K Buy
4,614
+3
+0.1% +$389 0.21% 124
2013
Q3 		$580K Buy
4,611
+251
+6% +$30.2K 0.21% 122
2013
Q2 		$486K Buy
+4,360
New +$476K 0.19% 126

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

GHP Investment Advisors's IWO Position: Q2 2026 in Review

GHP Investment Advisors increased its iShares Russell 2000 Growth ETF (IWO) stake by 0.22% in Q2 2026, buying an estimated $1.82K and bringing the position to 2,306 shares worth $908K. The position accounts for 0.03% of the portfolio, ranked #285.

GHP Investment Advisors first reported a position in IWO in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.17M in Q3 2021. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • GHP Investment Advisors held 2,306 shares of iShares Russell 2000 Growth ETF worth $908K as of Q2 2026.
  • GHP Investment Advisors bought 5 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $1.82K.
  • iShares Russell 2000 Growth ETF made up 0.03% of GHP Investment Advisors's portfolio in Q2 2026, its #285 holding.
  • GHP Investment Advisors first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and has held it in 53 quarters since.
  • GHP Investment Advisors's iShares Russell 2000 Growth ETF position peaked at $1.17M in Q3 2021.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.