KLCM Advisors
IWO icon

KLCM Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

KLCM Advisors’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
Q3 		$527K Hold
1,476
– – 0.04% 177
2026
Q2 		$581K Hold
1,476
– – 0.05% 172
2026
Q1 		$463K Hold
1,476
– – 0.04% 173
2025
Q4 		$477K Buy
+1,476
New +$480K 0.04% 159

Other funds holding IWO

Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

KLCM Advisors's IWO Position: Q3 2026 in Review

KLCM Advisors held its iShares Russell 2000 Growth ETF (IWO) position steady in Q3 2026 at 1,476 shares worth $527K. The position accounts for 0.04% of the portfolio, ranked #177.

KLCM Advisors first reported a position in IWO in Q4 2025 and has held it in 4 quarters since. The position peaked at $581K in Q2 2026. 924 funds tracked by Wall St. Rank hold IWO as of Q3 2026.

  • KLCM Advisors held 1,476 shares of iShares Russell 2000 Growth ETF worth $527K as of Q3 2026.
  • KLCM Advisors left its iShares Russell 2000 Growth ETF share count unchanged in Q3 2026.
  • iShares Russell 2000 Growth ETF made up 0.04% of KLCM Advisors's portfolio in Q3 2026, its #177 holding.
  • KLCM Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2025 and has held it in 4 quarters since.
  • KLCM Advisors's iShares Russell 2000 Growth ETF position peaked at $581K in Q2 2026.
  • 924 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2026.

Based on KLCM Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.