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

Kanawha Capital Management’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 Q1	$407K	Hold	1,298	–	–	0.03%	165
2025 Q4	$419K	Hold	1,298	–	–	0.03%	166
2025 Q3	$415K	Sell	1,298 -200	-13%	-$60.3K	0.03%	163
2025 Q2	$428K	Hold	1,498	–	–	0.03%	163
2025 Q1	$383K	Buy	1,498 +701	+88%	+$198K	0.03%	168
2024 Q4	$229K	Sell	797 -45	-5%	-$13.3K	0.02%	205
2024 Q3	$239K	Sell	842 -10	-1%	-$2.74K	0.02%	216
2024 Q2	$224K	Hold	852	–	–	0.02%	219
2024 Q1	$231K	Sell	852 -95	-10%	-$24.3K	0.02%	206
2023 Q4	$239K	Hold	947	–	–	0.02%	189
2023 Q3	$212K	Hold	947	–	–	0.02%	200
2023 Q2	$230K	Hold	947	–	–	0.02%	200
2023 Q1	$215K	Sell	947 -15	-2%	-$3.43K	0.02%	202
2022 Q4	$206K	Buy	+962	New	+$211K	0.02%	204
2022 Q2	–	Sell	-962	Closed	-$246K	–	199
2022 Q1	$246K	Sell	962 -25	-3%	-$6.4K	0.02%	192
2021 Q4	$289K	Hold	987	–	–	0.02%	184
2021 Q3	$290K	Sell	987 -15	-1%	-$4.51K	0.03%	180
2021 Q2	$312K	Sell	1,002 -10	-1%	-$3.01K	0.03%	178
2021 Q1	$304K	Hold	1,012	–	–	0.03%	174
2020 Q4	$290K	Hold	1,012	–	–	0.03%	175
2020 Q3	$224K	Hold	1,012	–	–	0.03%	182
2020 Q2	$209K	Buy	+1,012	New	+$189K	0.03%	184

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Kanawha Capital Management's IWO Position: Q1 2026 in Review

Kanawha Capital Management held its iShares Russell 2000 Growth ETF (IWO) position steady in Q1 2026 at 1,298 shares worth $407K. The position accounts for 0.03% of the portfolio, ranked #165.

Kanawha Capital Management first reported a position in IWO in Q2 2020 and has held it in 22 quarters since. The position peaked at $428K in Q2 2025. 1,021 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

Kanawha Capital Management held 1,298 shares of iShares Russell 2000 Growth ETF worth $407K as of Q1 2026.
Kanawha Capital Management left its iShares Russell 2000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 2000 Growth ETF made up 0.03% of Kanawha Capital Management's portfolio in Q1 2026, its #165 holding.
Kanawha Capital Management first reported a position in iShares Russell 2000 Growth ETF in Q2 2020 and has held it in 22 quarters since.
Kanawha Capital Management's iShares Russell 2000 Growth ETF position peaked at $428K in Q2 2025.
1,021 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Kanawha Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.