Klingenstein Fields & Co’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $418K | Hold |
1,331
| – | – | 0.02% | 135 |
|
|
2025
Q4 | $430K | Hold |
1,331
| – | – | 0.02% | 134 |
|
|
2025
Q3 | $426K | Sell |
1,331
-4
| -0.3% | -$1.21K | 0.02% | 131 |
|
|
2025
Q2 | $382K | Hold |
1,335
| – | – | 0.02% | 132 |
|
|
2025
Q1 | $341K | Hold |
1,335
| – | – | 0.01% | 138 |
|
|
2024
Q4 | $384K | Hold |
1,335
| – | – | 0.02% | 129 |
|
|
2024
Q3 | $379K | Sell |
1,335
-15
| -1% | -$4.11K | 0.02% | 138 |
|
|
2024
Q2 | $354K | Hold |
1,350
| – | – | 0.01% | 135 |
|
|
2024
Q1 | $366K | Sell |
1,350
-21
| -2% | -$5.37K | 0.02% | 136 |
|
|
2023
Q4 | $346K | Hold |
1,371
| – | – | 0.02% | 136 |
|
|
2023
Q3 | $307K | Buy |
1,371
+11
| +0.8% | +$2.63K | 0.02% | 139 |
|
|
2023
Q2 | $330K | Hold |
1,360
| – | – | 0.02% | 130 |
|
|
2023
Q1 | $308K | Hold |
1,360
| – | – | 0.02% | 137 |
|
|
2022
Q4 | $292K | Hold |
1,360
| – | – | 0.02% | 147 |
|
|
2022
Q3 | $281K | Hold |
1,360
| – | – | 0.02% | 140 |
|
|
2022
Q2 | $281K | Hold |
1,360
| – | – | 0.01% | 144 |
|
|
2022
Q1 | $348K | Sell |
1,360
-16
| -1% | -$4.09K | 0.01% | 144 |
|
|
2021
Q4 | $403K | Hold |
1,376
| – | – | 0.02% | 142 |
|
|
2021
Q3 | $404K | Hold |
1,376
| – | – | 0.02% | 151 |
|
|
2021
Q2 | $429K | Hold |
1,376
| – | – | 0.02% | 146 |
|
|
2021
Q1 | $414K | Hold |
1,376
| – | – | 0.02% | 143 |
|
|
2020
Q4 | $394K | Hold |
1,376
| – | – | 0.02% | 147 |
|
|
2020
Q3 | $305K | Hold |
1,376
| – | – | 0.02% | 155 |
|
|
2020
Q2 | $285K | Hold |
1,376
| – | – | 0.02% | 155 |
|
|
2020
Q1 | $218K | Sell |
1,376
-50
| -4% | -$9.93K | 0.01% | 162 |
|
|
2019
Q4 | $305K | Sell |
1,426
-5
| -0.3% | -$1.01K | 0.02% | 161 |
|
|
2019
Q3 | $276K | Hold |
1,431
| – | – | 0.01% | 163 |
|
|
2019
Q2 | $287K | Sell |
1,431
-5
| -0.3% | -$989 | 0.01% | 169 |
|
|
2019
Q1 | $282K | Hold |
1,436
| – | – | 0.02% | 171 |
|
|
2018
Q4 | $241K | Hold |
1,436
| – | – | 0.01% | 178 |
|
|
2018
Q3 | $309K | Hold |
1,436
| – | – | 0.01% | 174 |
|
|
2018
Q2 | $293K | Hold |
1,436
| – | – | 0.01% | 177 |
|
|
2018
Q1 | $274K | Sell |
1,436
-55
| -4% | -$10.6K | 0.01% | 179 |
|
|
2017
Q4 | $278K | Hold |
1,491
| – | – | 0.01% | 190 |
|
|
2017
Q3 | $267K | Hold |
1,491
| – | – | 0.01% | 189 |
|
|
2017
Q2 | $252K | Buy |
+1,491
| New | +$245K | 0.01% | 195 |
|
Other funds holding IWO
B
CCWM
TCIIS
Klingenstein Fields & Co's IWO Position: Q1 2026 in Review
Klingenstein Fields & Co held its iShares Russell 2000 Growth ETF (IWO) position steady in Q1 2026 at 1,331 shares worth $418K. The position accounts for 0.02% of the portfolio, ranked #135.
Klingenstein Fields & Co first reported a position in IWO in Q2 2017 and has held it in 36 quarters since. The position peaked at $430K in Q4 2025. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.
- Klingenstein Fields & Co held 1,331 shares of iShares Russell 2000 Growth ETF worth $418K as of Q1 2026.
- Klingenstein Fields & Co left its iShares Russell 2000 Growth ETF share count unchanged in Q1 2026.
- iShares Russell 2000 Growth ETF made up 0.02% of Klingenstein Fields & Co's portfolio in Q1 2026, its #135 holding.
- Klingenstein Fields & Co first reported a position in iShares Russell 2000 Growth ETF in Q2 2017 and has held it in 36 quarters since.
- Klingenstein Fields & Co's iShares Russell 2000 Growth ETF position peaked at $430K in Q4 2025.
- 1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.
Based on Klingenstein Fields & Co's 13F filing for Q1 2026, filed 13 May 2026.