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

Savant 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 		$9.58M Buy
24,326
+1,410
+6% +$514K 0.03% 301
2026
Q1 		$7.19M Sell
22,916
-476
-2% -$158K 0.03% 225
2025
Q4 		$7.56M Buy
23,392
+391
+2% +$127K 0.04% 206
2025
Q3 		$7.36M Sell
23,001
-155
-0.7% -$46.8K 0.04% 196
2025
Q2 		$6.62M Sell
23,156
-1,535
-6% -$404K 0.05% 184
2025
Q1 		$6.31M Sell
24,691
-309
-1% -$87.2K 0.05% 187
2024
Q4 		$7.2M Sell
25,000
-828
-3% -$245K 0.06% 190
2024
Q3 		$7.34M Buy
25,828
+1,422
+6% +$389K 0.06% 174
2024
Q2 		$6.41M Sell
24,406
-2,782
-10% -$722K 0.06% 177
2024
Q1 		$7.36M Sell
27,188
-880
-3% -$225K 0.08% 151
2023
Q4 		$7.08M Sell
28,068
-2,330
-8% -$525K 0.09% 149
2023
Q3 		$6.81M Sell
30,398
-366
-1% -$87.6K 0.1% 143
2023
Q2 		$7.47M Buy
30,764
+8,341
+37% +$1.91M 0.12% 129
2023
Q1 		$5.09M Buy
22,423
+16,484
+278% +$3.77M 0.09% 143
2022
Q4 		$682K Buy
5,939
+4,178
+237% +$915K 0.02% 319
2022
Q3 		$364K Buy
1,761
+8
+0.5% +$1.8K 0.01% 388
2022
Q2 		$362K Buy
1,753
+25
+1% +$5.57K 0.01% 399
2022
Q1 		$442K Buy
1,728
+4
+0.2% +$1.02K 0.01% 379
2021
Q4 		$505K Sell
1,724
-4
-0.2% -$1.21K 0.02% 352
2021
Q3 		$507K Buy
1,728
+216
+14% +$64.9K 0.02% 328
2021
Q2 		$471K Sell
1,512
-51
-3% -$15.3K 0.02% 320
2021
Q1 		$470K Buy
1,563
+29
+2% +$9K 0.03% 293
2020
Q4 		$440K Buy
+1,534
New +$391K 0.03% 285

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
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

Savant Capital's IWO Position: Q2 2026 in Review

Savant Capital increased its iShares Russell 2000 Growth ETF (IWO) stake by 6.2% in Q2 2026, buying an estimated $514K and bringing the position to 24,326 shares worth $9.58M. The position accounts for 0.03% of the portfolio, ranked #301.

Savant Capital first reported a position in IWO in Q4 2020 and has held it in 23 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Savant Capital held 24,326 shares of iShares Russell 2000 Growth ETF worth $9.58M as of Q2 2026.
  • Savant Capital bought 1,410 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $514K.
  • iShares Russell 2000 Growth ETF made up 0.03% of Savant Capital's portfolio in Q2 2026, its #301 holding.
  • Savant Capital first reported a position in iShares Russell 2000 Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.