Ironwood Investment Counsel’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Ironwood Investment Counsel’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	$1.33M	Hold	3,368	–	–	0.17%	112
2026 Q1	$1.06M	Buy	3,368 +14	+0.4%	+$4.66K	0.15%	121
2025 Q4	$1.08M	Hold	3,354	–	–	0.15%	125
2025 Q3	$1.07M	Sell	3,354 -80	-2%	-$24.1K	0.16%	122
2025 Q2	$982K	Buy	3,434 +53	+2%	+$13.9K	0.15%	122
2025 Q1	$864K	Hold	3,381	–	–	0.15%	123
2024 Q4	$973K	Buy	3,381 +80	+2%	+$23.7K	0.17%	115
2024 Q3	$937K	Hold	3,301	–	–	0.16%	122
2024 Q2	$867K	Hold	3,301	–	–	0.15%	127
2024 Q1	$894K	Hold	3,301	–	–	0.16%	126
2023 Q4	$833K	Sell	3,301 -540	-14%	-$122K	0.16%	128
2023 Q3	$1.96M	Hold	3,841	–	–	0.41%	67
2023 Q2	$932K	Hold	3,841	–	–	0.21%	96
2023 Q1	$871K	Sell	3,841 -131	-3%	-$30K	0.21%	103
2022 Q4	$852K	Buy	3,972 +606	+18%	+$133K	0.21%	102
2022 Q3	$695K	Sell	3,366 -64	-2%	-$14.4K	0.2%	103
2022 Q2	$707K	Sell	3,430 -745	-18%	-$166K	0.2%	100
2022 Q1	$1.07M	Buy	4,175 +710	+20%	+$182K	0.26%	83
2021 Q4	$1.01M	Buy	3,465 +290	+9%	+$87.4K	0.23%	89
2021 Q3	$932K	Hold	3,175	–	–	0.24%	83
2021 Q2	$989K	Hold	3,175	–	–	0.26%	83
2021 Q1	$954K	Hold	3,175	–	–	0.27%	76
2020 Q4	$910K	Hold	3,175	–	–	0.21%	96
2020 Q3	$703K	Hold	3,175	–	–	0.19%	100
2020 Q2	$656K	Hold	3,175	–	–	0.2%	101
2020 Q1	$502K	Hold	3,175	–	–	0.2%	95
2019 Q4	$680K	Hold	3,175	–	–	0.23%	87
2019 Q3	$611K	Hold	3,175	–	–	0.23%	87
2019 Q2	$637K	Hold	3,175	–	–	0.24%	83
2019 Q1	$624K	Sell	3,175 -39	-1%	-$7.42K	0.25%	82
2018 Q4	$539K	Buy	3,214 +39	+1%	+$7.27K	0.24%	85
2018 Q3	$682K	Hold	3,175	–	–	0.26%	84
2018 Q2	$648K	Hold	3,175	–	–	0.28%	77
2018 Q1	$605K	Hold	3,175	–	–	0.27%	76
2017 Q4	$592K	Hold	3,175	–	–	0.22%	85
2017 Q3	$568K	Hold	3,175	–	–	0.23%	82
2017 Q2	$536K	Hold	3,175	–	–	0.2%	95
2017 Q1	$513K	Hold	3,175	–	–	0.22%	90
2016 Q4	$489K	Hold	3,175	–	–	0.22%	88
2016 Q3	$473K	Buy	3,175 +1,400	+79%	+$204K	0.22%	92
2016 Q2	$243K	Hold	1,775	–	–	0.14%	113
2016 Q1	$235K	Hold	1,775	–	–	0.12%	125
2015 Q4	$247K	Hold	1,775	–	–	0.14%	116
2015 Q3	$237K	Hold	1,775	–	–	0.13%	120
2015 Q2	$274K	Hold	1,775	–	–	0.14%	118
2015 Q1	$269K	Hold	1,775	–	–	0.14%	122
2014 Q4	$253K	Hold	1,775	–	–	0.13%	128
2014 Q3	$230K	Hold	1,775	–	–	0.12%	127
2014 Q2	$246K	Buy	+1,775	New	+$233K	0.13%	124

Other funds holding IWO

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

BPWM

Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return

Ironwood Investment Counsel's IWO Position: Q2 2026 in Review

Ironwood Investment Counsel held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 3,368 shares worth $1.33M. The position accounts for 0.17% of the portfolio, ranked #112.

Ironwood Investment Counsel first reported a position in IWO in Q2 2014 and has held it in 49 quarters since. The position peaked at $1.96M in Q3 2023. 726 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Ironwood Investment Counsel held 3,368 shares of iShares Russell 2000 Growth ETF worth $1.33M as of Q2 2026.
Ironwood Investment Counsel left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.17% of Ironwood Investment Counsel's portfolio in Q2 2026, its #112 holding.
Ironwood Investment Counsel first reported a position in iShares Russell 2000 Growth ETF in Q2 2014 and has held it in 49 quarters since.
Ironwood Investment Counsel's iShares Russell 2000 Growth ETF position peaked at $1.96M in Q3 2023.
726 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Ironwood Investment Counsel's 13F filing for Q2 2026, filed 6 Aug 2026.