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Highland Capital Management (Tennessee)’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Highland Capital Management (Tennessee)’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 		$2.11M Sell
5,367
-327
-6% -$119K 0.1% 182
2026
Q1 		$1.79M Sell
5,694
-195
-3% -$64.9K 0.09% 182
2025
Q4 		$1.9M Sell
5,889
-81
-1% -$26.3K 0.09% 172
2025
Q3 		$1.91M Sell
5,970
-112
-2% -$33.8K 0.1% 182
2025
Q2 		$1.74M Sell
6,082
-175
-3% -$46.1K 0.09% 183
2025
Q1 		$1.6M Sell
6,257
-90
-1% -$25.4K 0.1% 177
2024
Q4 		$1.83M Sell
6,347
-10
-0.2% -$2.96K 0.1% 164
2024
Q3 		$1.81M Sell
6,357
-137
-2% -$37.5K 0.1% 176
2024
Q2 		$1.7M Hold
6,494
– – 0.1% 181
2024
Q1 		$1.76M Hold
6,494
– – 0.1% 181
2023
Q4 		$1.64M Sell
6,494
-248
-4% -$55.9K 0.1% 196
2023
Q3 		$1.51M Sell
6,742
-146
-2% -$34.9K 0.1% 189
2023
Q2 		$1.67M Buy
6,888
+50
+0.7% +$11.5K 0.11% 185
2023
Q1 		$1.55M Buy
6,838
+430
+7% +$98.4K 0.11% 159
2022
Q4 		$1.38M Sell
6,408
-50
-0.8% -$11K 0.1% 205
2022
Q3 		$1.33M Hold
6,458
– – 0.1% 193
2022
Q2 		$1.33M Sell
6,458
-27
-0.4% -$6.02K 0.1% 203
2022
Q1 		$1.66M Buy
6,485
+34
+0.5% +$8.7K 0.1% 201
2021
Q4 		$1.89M Buy
6,451
+1
+0% +$301 0.11% 194
2021
Q3 		$1.89M Buy
6,450
+10
+0.2% +$3K 0.11% 188
2021
Q2 		$2.01M Buy
6,440
+50
+0.8% +$15K 0.12% 180
2021
Q1 		$1.92M Buy
6,390
+8
+0.1% +$2.48K 0.12% 191
2020
Q4 		$1.83M Sell
6,382
-770
-11% -$196K 0.12% 190
2020
Q3 		$1.58M Buy
7,152
+25
+0.4% +$5.47K 0.11% 184
2020
Q2 		$1.47M Buy
7,127
+175
+3% +$32.7K 0.12% 184
2020
Q1 		$1.1M Sell
6,952
-100
-1% -$19.9K 0.1% 186
2019
Q4 		$1.51M Sell
7,052
-245
-3% -$49.7K 0.1% 194
2019
Q3 		$1.41M Sell
7,297
-15
-0.2% -$2.97K 0.1% 195
2019
Q2 		$1.47M Sell
7,312
-395
-5% -$78.1K 0.11% 195
2019
Q1 		$1.52M Sell
7,707
-30
-0.4% -$5.71K 0.12% 180
2018
Q4 		$1.3M Sell
7,737
-977
-11% -$182K 0.11% 180
2018
Q3 		$1.87M Sell
8,714
-225
-3% -$48K 0.14% 162
2018
Q2 		$1.83M Sell
8,939
-225
-2% -$45K 0.14% 161
2018
Q1 		$1.75M Sell
9,164
-500
-5% -$96K 0.14% 156
2017
Q4 		$1.8M Sell
9,664
-400
-4% -$73K 0.14% 153
2017
Q3 		$1.8M Buy
10,064
+165
+2% +$28K 0.14% 151
2017
Q2 		$1.67M Buy
9,899
+100
+1% +$16.5K 0.13% 157
2017
Q1 		$1.58M Sell
9,799
-100
-1% -$15.9K 0.13% 161
2016
Q4 		$1.52M Hold
9,899
– – 0.13% 163
2016
Q3 		$1.47M Sell
9,899
-1,565
-14% -$228K 0.12% 175
2016
Q2 		$1.57M Hold
11,464
– – 0.14% 162
2016
Q1 		$1.52M Hold
11,464
– – 0.13% 162
2015
Q4 		$1.6M Hold
11,464
– – 0.13% 177
2015
Q3 		$1.54M Hold
11,464
– – 0.13% 197
2015
Q2 		$1.77M Hold
11,464
– – 0.14% 195
2015
Q1 		$1.74M Hold
11,464
– – 0.34% 75
2014
Q4 		$1.63M Sell
11,464
-34
-0.3% -$4.6K 0.31% 79
2014
Q3 		$1.49M Hold
11,498
– – 0.29% 77
2014
Q2 		$1.59M Hold
11,498
– – 0.3% 79
2014
Q1 		$1.56M Sell
11,498
-550
-5% -$75.2K 0.3% 78
2013
Q4 		$1.63M Hold
12,048
– – 0.33% 72
2013
Q3 		$1.52M Hold
12,048
– – 0.33% 71
2013
Q2 		$1.34M Buy
+12,048
New +$1.32M 0.31% 71

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

Highland Capital Management (Tennessee)'s IWO Position: Q2 2026 in Review

Highland Capital Management (Tennessee) reduced its iShares Russell 2000 Growth ETF (IWO) stake by 5.7% in Q2 2026, selling an estimated $119K and leaving 5,367 shares worth $2.11M. The position accounts for 0.1% of the portfolio, ranked #182.

Highland Capital Management (Tennessee) first reported a position in IWO in Q2 2013 and has held it in 53 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Highland Capital Management (Tennessee) held 5,367 shares of iShares Russell 2000 Growth ETF worth $2.11M as of Q2 2026.
  • Highland Capital Management (Tennessee) sold 327 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $119K.
  • iShares Russell 2000 Growth ETF made up 0.1% of Highland Capital Management (Tennessee)'s portfolio in Q2 2026, its #182 holding.
  • Highland Capital Management (Tennessee) first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and has held it in 53 quarters since.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Highland Capital Management (Tennessee)'s 13F filing for Q2 2026, filed 21 Jul 2026.