Shaker Investments’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Shaker Investments’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	$557K	Sell	1,413 -190	-12%	-$69.3K	0.2%	66
2026 Q1	$503K	Sell	1,603 -50	-3%	-$16.6K	0.23%	64
2025 Q4	$534K	Sell	1,653 -1,732	-51%	-$563K	0.22%	60
2025 Q3	$1.08M	Buy	3,385 +2,642	+356%	+$797K	0.43%	54
2025 Q2	$212K	Buy	+743	New	+$196K	0.09%	95
2025 Q1	–	Sell	-741	Closed	-$213K	–	100
2024 Q4	$213K	Buy	741 +3	+0.4%	+$887	0.09%	87
2024 Q3	$210K	Buy	+738	New	+$202K	0.09%	90
2022 Q1	–	Sell	-741	Closed	-$217K	–	95
2021 Q4	$217K	Buy	741 +2	+0.3%	+$603	0.09%	90
2021 Q3	$217K	Hold	739	–	–	0.1%	92
2021 Q2	$230K	Sell	739 -25	-3%	-$7.52K	0.11%	89
2021 Q1	$230K	Hold	764	–	–	0.11%	90
2020 Q4	$219K	Buy	+764	New	+$195K	0.11%	87
2017 Q1	–	Sell	-5,045	Closed	-$777K	–	66
2016 Q4	$777K	Buy	+5,045	New	+$753K	0.61%	39
2016 Q2	–	Sell	-3,239	Closed	-$429K	–	65
2016 Q1	$429K	Buy	3,239 +1,106	+52%	+$138K	0.41%	53
2015 Q4	$297K	Buy	+2,133	New	+$303K	0.25%	69
2015 Q3	–	Sell	-8,995	Closed	-$1.39M	–	74
2015 Q2	$1.39M	Sell	8,995 -496	-5%	-$76K	0.97%	28
2015 Q1	$1.44M	Buy	9,491 +1,895	+25%	+$276K	0.96%	37
2014 Q4	$1.08M	Buy	7,596 +5,484	+260%	+$742K	0.73%	37
2014 Q3	$274K	Buy	2,112 +3	+0.1%	+$402	0.19%	58
2014 Q2	$292K	Buy	2,109 +4	+0.2%	+$526	0.19%	54
2014 Q1	$286K	Sell	2,105 -5,543	-72%	-$758K	0.18%	50
2013 Q4	$1.04M	Buy	+7,648	New	+$991K	0.67%	36

Other funds holding IWO

DADC

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

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

FHC

First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Shaker Investments's IWO Position: Q2 2026 in Review

Shaker Investments reduced its iShares Russell 2000 Growth ETF (IWO) stake by 12% in Q2 2026, selling an estimated $69.3K and leaving 1,413 shares worth $557K. The position accounts for 0.2% of the portfolio, ranked #66.

Shaker Investments first reported a position in IWO in Q4 2013 and has held it in 22 quarters since. The position peaked at $1.44M in Q1 2015. 342 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Shaker Investments held 1,413 shares of iShares Russell 2000 Growth ETF worth $557K as of Q2 2026.
Shaker Investments sold 190 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $69.3K.
iShares Russell 2000 Growth ETF made up 0.2% of Shaker Investments's portfolio in Q2 2026, its #66 holding.
Shaker Investments first reported a position in iShares Russell 2000 Growth ETF in Q4 2013 and has held it in 22 quarters since.
Shaker Investments's iShares Russell 2000 Growth ETF position peaked at $1.44M in Q1 2015.
342 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Shaker Investments's 13F filing for Q2 2026, filed 15 Jul 2026.