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

IEQ Capital’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 		$3.12M Sell
7,916
-9,941
-56% -$3.63M 0.01% 645
2026
Q1 		$5.6M Buy
17,857
+9
+0.1% +$2.99K 0.03% 484
2025
Q4 		$5.77M Sell
17,848
-3,345
-16% -$1.09M 0.02% 483
2025
Q3 		$6.78M Buy
21,193
+65
+0.3% +$19.6K 0.02% 413
2025
Q2 		$6.04M Buy
21,128
+116
+0.6% +$30.5K 0.04% 373
2025
Q1 		$5.37M Sell
21,012
-329
-2% -$92.9K 0.04% 324
2024
Q4 		$6.14M Buy
21,341
+15,571
+270% +$4.61M 0.06% 232
2024
Q3 		$1.64M Buy
5,770
+2
+0% +$548 0.02% 420
2024
Q2 		$1.51M Buy
5,768
+11
+0.2% +$2.85K 0.02% 394
2024
Q1 		$1.56M Buy
5,757
+2
+0% +$511 0.02% 363
2023
Q4 		$1.45M Sell
5,755
-251
-4% -$56.6K 0.02% 343
2023
Q3 		$1.35M Buy
6,006
+387
+7% +$92.6K 0.03% 334
2023
Q2 		$1.36M Buy
5,619
+617
+12% +$141K 0.03% 328
2023
Q1 		$1.13M Buy
5,002
+2
+0% +$457 0.03% 359
2022
Q4 		$1.07M Sell
5,000
-75
-1% -$16.4K 0.03% 353
2022
Q3 		$1.05M Buy
5,075
+111
+2% +$25K 0.03% 355
2022
Q2 		$1.02M Buy
4,964
+2
+0% +$446 0.03% 301
2022
Q1 		$1.27M Hold
4,962
– – 0.03% 281
2021
Q4 		$1.45M Buy
4,962
+2,551
+106% +$769K 0.03% 240
2021
Q3 		$708K Buy
2,411
+1
+0% +$300 0.02% 352
2021
Q2 		$751K Buy
2,410
+1,454
+152% +$437K 0.02% 296
2021
Q1 		$288K Buy
+956
New +$297K 0.01% 369
2020
Q4 		– Sell
-1,130
Closed -$250K – 308
2020
Q3 		$250K Buy
1,130
+2
+0.2% +$438 0.01% 329
2020
Q2 		$233K Buy
+1,128
New +$211K 0.02% 269
2020
Q1 		– Sell
-950
Closed -$203K – 402
2019
Q4 		$203K Buy
+950
New +$193K 0.02% 383

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

IEQ Capital's IWO Position: Q2 2026 in Review

IEQ Capital reduced its iShares Russell 2000 Growth ETF (IWO) stake by 56% in Q2 2026, selling an estimated $3.63M and leaving 7,916 shares worth $3.12M. The position accounts for 0.01% of the portfolio, ranked #645.

IEQ Capital first reported a position in IWO in Q4 2019 and has held it in 25 quarters since. The position peaked at $6.78M in Q3 2025. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • IEQ Capital held 7,916 shares of iShares Russell 2000 Growth ETF worth $3.12M as of Q2 2026.
  • IEQ Capital sold 9,941 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $3.63M.
  • iShares Russell 2000 Growth ETF made up 0.01% of IEQ Capital's portfolio in Q2 2026, its #645 holding.
  • IEQ Capital first reported a position in iShares Russell 2000 Growth ETF in Q4 2019 and has held it in 25 quarters since.
  • IEQ Capital's iShares Russell 2000 Growth ETF position peaked at $6.78M in Q3 2025.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.