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

Snowden Capital Advisors’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
Q1 		$2.18M Sell
6,949
-520
-7% -$173K 0.06% 320
2025
Q4 		$2.41M Buy
7,469
+1,013
+16% +$329K 0.06% 292
2025
Q3 		$2.07M Sell
6,456
-306
-5% -$92.3K 0.06% 316
2025
Q2 		$1.93M Sell
6,762
-900
-12% -$237K 0.06% 321
2025
Q1 		$1.96M Sell
7,662
-808
-10% -$228K 0.06% 310
2024
Q4 		$2.44M Buy
8,470
+147
+2% +$43.5K 0.08% 255
2024
Q3 		$2.36M Buy
8,323
+32
+0.4% +$8.77K 0.07% 292
2024
Q2 		$2.18M Buy
8,291
+185
+2% +$48K 0.06% 305
2024
Q1 		$2.2M Sell
8,106
-436
-5% -$111K 0.07% 303
2023
Q4 		$2.15M Buy
8,542
+763
+10% +$172K 0.08% 275
2023
Q3 		$1.74M Sell
7,779
-240
-3% -$57.4K 0.07% 289
2023
Q2 		$1.95M Sell
8,019
-289
-3% -$66.3K 0.07% 292
2023
Q1 		$1.88M Sell
8,308
-1,236
-13% -$283K 0.07% 296
2022
Q4 		$2.05M Buy
9,544
+1,028
+12% +$225K 0.09% 276
2022
Q3 		$1.76M Buy
8,516
+7,068
+488% +$1.59M 0.08% 290
2022
Q2 		$298K Buy
+1,448
New +$323K 0.01% 870
2022
Q1 		– Sell
-371
Closed -$108K – 1550
2021
Q4 		$108K Buy
+371
New +$112K 0.01% 817

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

Snowden Capital Advisors's IWO Position: Q1 2026 in Review

Snowden Capital Advisors reduced its iShares Russell 2000 Growth ETF (IWO) stake by 7% in Q1 2026, selling an estimated $173K and leaving 6,949 shares worth $2.18M. The position accounts for 0.06% of the portfolio, ranked #320.

Snowden Capital Advisors first reported a position in IWO in Q4 2021 and has held it in 17 quarters since. The position peaked at $2.44M in Q4 2024. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Snowden Capital Advisors held 6,949 shares of iShares Russell 2000 Growth ETF worth $2.18M as of Q1 2026.
  • Snowden Capital Advisors sold 520 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $173K.
  • iShares Russell 2000 Growth ETF made up 0.06% of Snowden Capital Advisors's portfolio in Q1 2026, its #320 holding.
  • Snowden Capital Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2021 and has held it in 17 quarters since.
  • Snowden Capital Advisors's iShares Russell 2000 Growth ETF position peaked at $2.44M in Q4 2024.
  • 1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Snowden Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.