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

Kennicott 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 Q2	$873K	Hold	2,216	–	–	0.4%	28
2026 Q1	$695K	Hold	2,216	–	–	0.38%	28
2025 Q4	$716K	Sell	2,216 -200	-8%	-$65K	0.35%	30
2025 Q3	$773K	Sell	2,416 -167	-6%	-$50.4K	0.37%	29
2025 Q2	$738K	Hold	2,583	–	–	0.42%	28
2025 Q1	$660K	Sell	2,583 -2,121	-45%	-$599K	0.43%	27
2024 Q4	$1.35M	Buy	4,704 +1	+0%	+$296	0.7%	21
2024 Q3	$1.34M	Hold	4,703	–	–	0.51%	24
2024 Q2	$1.23M	Hold	4,703	–	–	0.51%	23
2024 Q1	$1.27M	Buy	4,703 +1	+0%	+$256	0.56%	22
2023 Q4	$1.19M	Buy	4,702 +196	+4%	+$44.2K	0.58%	21
2023 Q3	$1.01M	Sell	4,506 -9,011	-67%	-$2.16M	0.58%	22
2023 Q2	$1.09M	Buy	13,517 +8,905	+193%	+$2.04M	0.56%	22
2023 Q1	$1.05M	Sell	4,612 -301	-6%	-$68.9K	0.65%	22
2022 Q4	$1.05M	Buy	4,913 +1	+0%	+$219	0.8%	20
2022 Q3	$1.01M	Hold	4,912	–	–	0.82%	23
2022 Q2	$1.01M	Hold	4,912	–	–	0.78%	22
2022 Q1	$1.26M	Hold	4,912	–	–	0.73%	20
2021 Q4	$1.44M	Sell	4,912 -88	-2%	-$26.5K	0.87%	19
2021 Q3	$1.47M	Hold	5,000	–	–	1.07%	20
2021 Q2	$1.56M	Hold	5,000	–	–	1.16%	21
2021 Q1	$1.5M	Buy	+5,000	New	+$1.55M	1.24%	22

Other funds holding IWO

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

FHC

First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Kennicott Capital Management's IWO Position: Q2 2026 in Review

Kennicott Capital Management held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 2,216 shares worth $873K. The position accounts for 0.4% of the portfolio, ranked #28.

Kennicott Capital Management first reported a position in IWO in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.56M in Q2 2021. 342 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Kennicott Capital Management held 2,216 shares of iShares Russell 2000 Growth ETF worth $873K as of Q2 2026.
Kennicott Capital Management left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.4% of Kennicott Capital Management's portfolio in Q2 2026, its #28 holding.
Kennicott Capital Management first reported a position in iShares Russell 2000 Growth ETF in Q1 2021 and has held it in 22 quarters since.
Kennicott Capital Management's iShares Russell 2000 Growth ETF position peaked at $1.56M in Q2 2021.
342 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Kennicott Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.