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

Nelson 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 		$492K Hold
1,250
– – 0.05% 87
2026
Q1 		$392K Hold
1,250
– – 0.05% 91
2025
Q4 		$404K Hold
1,250
– – 0.05% 90
2025
Q3 		$400K Hold
1,250
– – 0.05% 90
2025
Q2 		$357K Sell
1,250
-25
-2% -$6.58K 0.05% 89
2025
Q1 		$326K Hold
1,275
– – 0.06% 90
2024
Q4 		$367K Hold
1,275
– – 0.06% 91
2024
Q3 		$362K Hold
1,275
– – 0.06% 87
2024
Q2 		$335K Hold
1,275
– – 0.06% 87
2024
Q1 		$345K Buy
1,275
+125
+11% +$31.9K 0.07% 86
2023
Q4 		$290K Hold
1,150
– – 0.06% 83
2023
Q3 		$258K Hold
1,150
– – 0.06% 85
2023
Q2 		$279K Hold
1,150
– – 0.07% 80
2023
Q1 		$261K Hold
1,150
– – 0.07% 81
2022
Q4 		$247K Hold
1,150
– – 0.07% 85
2022
Q3 		$238K Hold
1,150
– – 0.07% 87
2022
Q2 		$237K Hold
1,150
– – 0.07% 89
2022
Q1 		$294K Sell
1,150
-45
-4% -$11.5K 0.06% 91
2021
Q4 		$350K Sell
1,195
-20
-2% -$6.03K 0.06% 88
2021
Q3 		$357K Hold
1,215
– – 0.07% 81
2021
Q2 		$379K Sell
1,215
-105
-8% -$31.6K 0.08% 81
2021
Q1 		$397K Hold
1,320
– – 0.08% 79
2020
Q4 		$378K Buy
+1,320
New +$336K 0.08% 75

Other funds holding IWO

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

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

Nelson Capital Management held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 1,250 shares worth $492K. The position accounts for 0.05% of the portfolio, ranked #87.

Nelson Capital Management first reported a position in IWO in Q4 2020 and has held it in 23 quarters since. 512 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Nelson Capital Management held 1,250 shares of iShares Russell 2000 Growth ETF worth $492K as of Q2 2026.
  • Nelson Capital Management left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Growth ETF made up 0.05% of Nelson Capital Management's portfolio in Q2 2026, its #87 holding.
  • Nelson Capital Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 512 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Nelson Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.