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Rossmore Private Capital’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Rossmore Private Capital’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 		$340K Hold
864
– – 0.03% 251
2026
Q1 		$271K Hold
864
– – 0.02% 259
2025
Q4 		$279K Buy
864
+634
+276% +$206K 0.02% 254
2025
Q3 		$73.6K Buy
+230
New +$69.4K 0.01% 283

Other funds holding IWO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Rossmore Private Capital's IWO Position: Q2 2026 in Review

Rossmore Private Capital held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 864 shares worth $340K. The position accounts for 0.03% of the portfolio, ranked #251.

Rossmore Private Capital first reported a position in IWO in Q3 2025 and has held it in 4 quarters since. 669 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Rossmore Private Capital held 864 shares of iShares Russell 2000 Growth ETF worth $340K as of Q2 2026.
  • Rossmore Private Capital left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Growth ETF made up 0.03% of Rossmore Private Capital's portfolio in Q2 2026, its #251 holding.
  • Rossmore Private Capital first reported a position in iShares Russell 2000 Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • 669 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Rossmore Private Capital's 13F filing for Q2 2026, filed 31 Jul 2026.