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

SCS 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	$422K	Sell	1,071 -161	-13%	-$58.7K	﹤0.01%	379
2026 Q1	$387K	Sell	1,232 -130	-10%	-$43.2K	﹤0.01%	378
2025 Q4	$440K	Sell	1,362 -502	-27%	-$163K	﹤0.01%	387
2025 Q3	$597K	Hold	1,864	–	–	0.01%	357
2025 Q2	$533K	Hold	1,864	–	–	0.01%	376
2025 Q1	$476K	Buy	+1,864	New	+$526K	0.01%	362
2022 Q3	–	Sell	-1,141	Closed	-$235K	–	61
2022 Q2	$235K	Hold	1,141	–	–	0.01%	56
2022 Q1	$292K	Buy	+1,141	New	+$292K	0.01%	51

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

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

SCS Capital Management reduced its iShares Russell 2000 Growth ETF (IWO) stake by 13% in Q2 2026, selling an estimated $58.7K and leaving 1,071 shares worth $422K. The position accounts for ﹤0.01% of the portfolio, ranked #379.

SCS Capital Management first reported a position in IWO in Q1 2022 and has held it in 8 quarters since. The position peaked at $597K in Q3 2025. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

SCS Capital Management held 1,071 shares of iShares Russell 2000 Growth ETF worth $422K as of Q2 2026.
SCS Capital Management sold 161 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $58.7K.
iShares Russell 2000 Growth ETF made up ﹤0.01% of SCS Capital Management's portfolio in Q2 2026, its #379 holding.
SCS Capital Management first reported a position in iShares Russell 2000 Growth ETF in Q1 2022 and has held it in 8 quarters since.
SCS Capital Management's iShares Russell 2000 Growth ETF position peaked at $597K in Q3 2025.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on SCS Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.