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

QRG 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	$757K	Buy	1,921 +200	+12%	+$73K	0.01%	727
2026 Q1	$540K	Buy	1,721 +714	+71%	+$238K	0.01%	757
2025 Q4	$325K	Buy	+1,007	New	+$328K	﹤0.01%	891
2025 Q1	–	Sell	-989	Closed	-$285K	–	1120
2024 Q4	$285K	Buy	989 +152	+18%	+$45K	﹤0.01%	924
2024 Q3	$238K	Buy	+837	New	+$229K	﹤0.01%	988
2023 Q4	–	Sell	-1,111	Closed	-$249K	–	1054
2023 Q3	$249K	Buy	+1,111	New	+$266K	﹤0.01%	866

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

QRG Capital Management increased its iShares Russell 2000 Growth ETF (IWO) stake by 12% in Q2 2026, buying an estimated $73K and bringing the position to 1,921 shares worth $757K. The position accounts for 0.01% of the portfolio, ranked #727.

QRG Capital Management first reported a position in IWO in Q3 2023 and has held it in 6 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

QRG Capital Management held 1,921 shares of iShares Russell 2000 Growth ETF worth $757K as of Q2 2026.
QRG Capital Management bought 200 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $73K.
iShares Russell 2000 Growth ETF made up 0.01% of QRG Capital Management's portfolio in Q2 2026, its #727 holding.
QRG Capital Management first reported a position in iShares Russell 2000 Growth ETF in Q3 2023 and has held it in 6 quarters since.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on QRG Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.