SAM
IWO icon

Seelaus Asset Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Seelaus Asset 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 		$680K Hold
1,725
– – 0.48% 52
2026
Q1 		$541K Hold
1,725
– – 0.39% 73
2025
Q4 		$557K Hold
1,725
– – 0.44% 66
2025
Q3 		$552K Buy
1,725
+55
+3% +$16.6K 0.44% 69
2025
Q2 		$478K Sell
1,670
-150
-8% -$39.5K 0.42% 70
2025
Q1 		$465K Sell
1,820
-100
-5% -$28.2K 0.44% 69
2024
Q4 		$553K Buy
1,920
+30
+2% +$8.88K 0.5% 58
2024
Q3 		$537K Sell
1,890
-75
-4% -$20.5K 0.49% 62
2024
Q2 		$516K Hold
1,965
– – 0.52% 56
2024
Q1 		$532K Buy
1,965
+45
+2% +$11.5K 0.53% 59
2023
Q4 		$484K Sell
1,920
-114
-6% -$25.7K 0.47% 72
2023
Q3 		$456K Buy
2,034
+35
+2% +$8.38K 0.52% 65
2023
Q2 		$485K Sell
1,999
-51
-2% -$11.7K 0.38% 91
2023
Q1 		$468K Hold
2,050
– – 0.35% 95
2022
Q4 		$440K Sell
2,050
-230
-10% -$50.4K 0.33% 94
2022
Q3 		$471K Hold
2,280
– – 0.37% 82
2022
Q2 		$470K Hold
2,280
– – 0.35% 90
2022
Q1 		$583K Sell
2,280
-37
-2% -$9.47K 0.35% 89
2021
Q4 		$679K Hold
2,317
– – 0.37% 79
2021
Q3 		$680K Hold
2,317
– – 0.4% 74
2021
Q2 		$722K Hold
2,317
– – 0.42% 64
2021
Q1 		$697K Sell
2,317
-11
-0.5% -$3.41K 0.45% 77
2020
Q4 		$668K Buy
2,328
+395
+20% +$101K 0.48% 68
2020
Q3 		$428K Buy
1,933
+245
+15% +$53.6K 0.34% 90
2020
Q2 		$349K Buy
1,688
+40
+2% +$7.48K 0.32% 97
2020
Q1 		$261K Sell
1,648
-5
-0.3% -$993 0.31% 95
2019
Q4 		$354K Buy
1,653
+130
+9% +$26.4K 0.29% 99
2019
Q3 		$294K Buy
1,523
+100
+7% +$19.8K 0.26% 108
2019
Q2 		$286K Buy
1,423
+170
+14% +$33.6K 0.26% 107
2019
Q1 		$246K Sell
1,253
-104
-8% -$19.8K 0.23% 119
2018
Q4 		$228K Hold
1,357
– – 0.24% 113
2018
Q3 		$292K Hold
1,357
– – 0.24% 115
2018
Q2 		$277K Hold
1,357
– – 0.24% 112
2018
Q1 		$259K Buy
1,357
+154
+13% +$29.6K 0.22% 131
2017
Q4 		$225K Buy
+1,203
New +$220K 0.19% 149

Other funds holding IWO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
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

Seelaus Asset Management's IWO Position: Q2 2026 in Review

Seelaus Asset Management held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 1,725 shares worth $680K. The position accounts for 0.48% of the portfolio, ranked #52.

Seelaus Asset Management first reported a position in IWO in Q4 2017 and has held it in 35 quarters since. The position peaked at $722K in Q2 2021. 539 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Seelaus Asset Management held 1,725 shares of iShares Russell 2000 Growth ETF worth $680K as of Q2 2026.
  • Seelaus Asset Management left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Growth ETF made up 0.48% of Seelaus Asset Management's portfolio in Q2 2026, its #52 holding.
  • Seelaus Asset Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2017 and has held it in 35 quarters since.
  • Seelaus Asset Management's iShares Russell 2000 Growth ETF position peaked at $722K in Q2 2021.
  • 539 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Seelaus Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.