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JVL Associates’s iShares Russell 2000 Growth ETF IWO Stock Holding History

JVL Associates’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 		$2.67M Buy
6,784
+34
+0.5% +$12.4K 0.76% 23
2026
Q1 		$2.12M Hold
6,750
– – 0.71% 24
2025
Q4 		$2.18M Hold
6,750
– – 0.71% 22
2025
Q3 		$2.16M Hold
6,750
– – 0.72% 24
2025
Q2 		$1.93M Hold
6,750
– – 0.69% 23
2025
Q1 		$1.72M Hold
6,750
– – 0.7% 21
2024
Q4 		$1.94M Hold
6,750
– – 0.74% 20
2024
Q3 		$1.92M Sell
6,750
-7
-0.1% -$1.92K 0.74% 20
2024
Q2 		$1.77M Buy
6,757
+7
+0.1% +$1.82K 0.71% 20
2024
Q1 		$1.83M Hold
6,750
– – 0.75% 20
2023
Q4 		$1.7M Hold
6,750
– – 0.77% 20
2023
Q3 		$1.51M Hold
6,750
– – 0.78% 16
2023
Q2 		$1.64M Hold
6,750
– – 0.8% 16
2023
Q1 		$1.53M Hold
6,750
– – 0.81% 15
2022
Q4 		$1.45M Sell
6,750
-61
-0.9% -$13.4K 0.84% 14
2022
Q3 		$1.41M Buy
6,811
+61
+0.9% +$13.7K 0.85% 14
2022
Q2 		$1.39M Hold
6,750
– – 0.97% 16
2022
Q1 		$1.73M Hold
6,750
– – 1.07% 13
2021
Q4 		$1.98M Hold
6,750
– – 1.24% 14
2021
Q3 		$1.98M Hold
6,750
– – 1.37% 14
2021
Q2 		$2.1M Hold
6,750
– – 1.45% 14
2021
Q1 		$2.03M Hold
6,750
– – 1.51% 14
2020
Q4 		$1.94M Hold
6,750
– – 1.54% 14
2020
Q3 		$1.5M Hold
6,750
– – 1.41% 15
2020
Q2 		$1.4M Hold
6,750
– – 1.46% 15
2020
Q1 		$1.07M Hold
6,750
– – 1.29% 19
2019
Q4 		$1.45M Hold
6,750
– – 1.35% 17
2019
Q3 		$1.3M Hold
6,750
– – 1.06% 20
2019
Q2 		$1.36M Hold
6,750
– – 1.15% 19
2019
Q1 		$1.33M Hold
6,750
– – 1.23% 21
2018
Q4 		$1.13M Hold
6,750
– – 1.26% 21
2018
Q3 		$1.45M Hold
6,750
– – 1.37% 19
2018
Q2 		$1.38M Hold
6,750
– – 1.35% 19
2018
Q1 		$1.29M Hold
6,750
– – 1.29% 19
2017
Q4 		$1.26M Buy
+6,750
New +$1.23M 1.27% 20

Other funds holding IWO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
M&T Bank
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

JVL Associates's IWO Position: Q2 2026 in Review

JVL Associates increased its iShares Russell 2000 Growth ETF (IWO) stake by 0.5% in Q2 2026, buying an estimated $12.4K and bringing the position to 6,784 shares worth $2.67M. The position accounts for 0.76% of the portfolio, ranked #23.

JVL Associates first reported a position in IWO in Q4 2017 and has held it in 35 quarters since. 622 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • JVL Associates held 6,784 shares of iShares Russell 2000 Growth ETF worth $2.67M as of Q2 2026.
  • JVL Associates bought 34 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $12.4K.
  • iShares Russell 2000 Growth ETF made up 0.76% of JVL Associates's portfolio in Q2 2026, its #23 holding.
  • JVL Associates first reported a position in iShares Russell 2000 Growth ETF in Q4 2017 and has held it in 35 quarters since.
  • 622 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on JVL Associates's 13F filing for Q2 2026, filed 6 Jul 2026.