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

SRH 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	$53K	Hold	169	–	–	0.02%	134
2025 Q4	$54.6K	Hold	169	–	–	0.02%	128
2025 Q3	$54.1K	Hold	169	–	–	0.02%	129
2025 Q2	$48.3K	Hold	169	–	–	0.01%	130
2025 Q1	$43.2K	Hold	169	–	–	0.01%	133
2024 Q4	$48.6K	Hold	169	–	–	0.01%	128
2024 Q3	$48K	Hold	169	–	–	0.01%	127
2024 Q2	$44.4K	Hold	169	–	–	0.01%	125
2024 Q1	$45.8K	Hold	169	–	–	0.01%	131
2023 Q4	$42.6K	Hold	169	–	–	0.01%	131
2023 Q3	$37.9K	Buy	+169	New	+$40.4K	0.02%	131
2021 Q1	–	Sell	-545	Closed	-$156K	–	300
2020 Q4	$156K	Hold	545	–	–	0.26%	51
2020 Q3	$121K	Hold	545	–	–	0.23%	56
2020 Q2	$113K	Hold	545	–	–	0.28%	52
2020 Q1	$86K	Hold	545	–	–	0.24%	59
2019 Q4	$117K	Hold	545	–	–	0.38%	51
2019 Q3	$105K	Hold	545	–	–	0.35%	53
2019 Q2	$109K	Hold	545	–	–	0.37%	52
2019 Q1	$107K	Hold	545	–	–	0.38%	52
2018 Q4	$92K	Hold	545	–	–	0.35%	60
2018 Q3	$117K	Hold	545	–	–	0.4%	50
2018 Q2	$111K	Hold	545	–	–	0.42%	52
2018 Q1	$104K	Hold	545	–	–	0.41%	50
2017 Q4	$102K	Hold	545	–	–	0.4%	53
2017 Q3	$98K	Hold	545	–	–	0.42%	53
2017 Q2	$92K	Hold	545	–	–	0.44%	46
2017 Q1	$88K	Hold	545	–	–	0.41%	47
2016 Q4	$84K	Hold	545	–	–	0.42%	48
2016 Q3	$81K	Hold	545	–	–	0.42%	45
2016 Q2	$75K	Hold	545	–	–	0.4%	46
2016 Q1	$72K	Hold	545	–	–	0.4%	46
2015 Q4	$76K	Hold	545	–	–	0.45%	43
2015 Q3	$73K	Hold	545	–	–	0.43%	42
2015 Q2	$84K	Hold	545	–	–	0.53%	40
2015 Q1	$83K	Hold	545	–	–	0.55%	37
2014 Q4	$78K	Hold	545	–	–	0.53%	39
2014 Q3	$71K	Hold	545	–	–	0.55%	34
2014 Q2	$75K	Hold	545	–	–	0.59%	33
2014 Q1	$74K	Hold	545	–	–	0.59%	32
2013 Q4	$74K	Buy	+545	New	+$70.6K	0.73%	30

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

SRH Advisors's IWO Position: Q1 2026 in Review

SRH Advisors held its iShares Russell 2000 Growth ETF (IWO) position steady in Q1 2026 at 169 shares worth $53K. The position accounts for 0.02% of the portfolio, ranked #134.

SRH Advisors first reported a position in IWO in Q4 2013 and has held it in 40 quarters since. The position peaked at $156K in Q4 2020. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

SRH Advisors held 169 shares of iShares Russell 2000 Growth ETF worth $53K as of Q1 2026.
SRH Advisors left its iShares Russell 2000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 2000 Growth ETF made up 0.02% of SRH Advisors's portfolio in Q1 2026, its #134 holding.
SRH Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2013 and has held it in 40 quarters since.
SRH Advisors's iShares Russell 2000 Growth ETF position peaked at $156K in Q4 2020.
1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on SRH Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.