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

Steel Grove 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 		$1.75M Sell
5,578
-72
-1% -$24K 0.18% 68
2025
Q4 		$1.83M Sell
5,650
-575
-9% -$187K 0.19% 50
2025
Q3 		$1.78M Hold
6,225
– – 0.21% 67
2025
Q2 		$1.78M Sell
6,225
-51
-0.8% -$13.4K 0.21% 67
2025
Q1 		$1.6M Sell
6,276
-361
-5% -$102K 0.24% 63
2024
Q4 		$1.91M Sell
6,637
-2,017
-23% -$597K 0.26% 44
2024
Q3 		$2.45M Sell
8,654
-115
-1% -$31.5K 0.34% 25
2024
Q2 		$2.3M Sell
8,769
-2,152
-20% -$559K 0.32% 29
2024
Q1 		$2.96M Sell
10,921
-2,215
-17% -$566K 0.39% 28
2023
Q4 		$3.31M Sell
13,136
-3,759
-22% -$847K 0.45% 25
2023
Q3 		$3.79M Sell
16,895
-7,085
-30% -$1.7M 0.51% 26
2023
Q2 		$5.82M Sell
23,980
-3,650
-13% -$837K 0.73% 18
2023
Q1 		$6.27M Sell
27,630
-2,160
-7% -$494K 0.84% 17
2022
Q4 		$6.39M Buy
29,790
+16,321
+121% +$3.58M 0.91% 17
2022
Q3 		$2.78M Buy
+13,469
New +$3.03M 0.49% 19
2019
Q1 		– Sell
-1,586
Closed -$266K – 193
2018
Q4 		$266K Hold
1,586
– – 0.04% 267
2018
Q3 		$342K Buy
+1,586
New +$338K 0.05% 240
2014
Q2 		– Sell
-1,953
Closed -$266K – 142
2014
Q1 		$266K Hold
1,953
– – 0.07% 110
2013
Q4 		$265K Hold
1,953
– – 0.07% 109
2013
Q3 		$246K Buy
+1,953
New +$235K 0.07% 116

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

Steel Grove Capital Advisors's IWO Position: Q1 2026 in Review

Steel Grove Capital Advisors reduced its iShares Russell 2000 Growth ETF (IWO) stake by 1.3% in Q1 2026, selling an estimated $24K and leaving 5,578 shares worth $1.75M. The position accounts for 0.18% of the portfolio, ranked #68.

Steel Grove Capital Advisors first reported a position in IWO in Q3 2013 and has held it in 20 quarters since. The position peaked at $6.39M in Q4 2022. 1,021 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Steel Grove Capital Advisors held 5,578 shares of iShares Russell 2000 Growth ETF worth $1.75M as of Q1 2026.
  • Steel Grove Capital Advisors sold 72 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $24K.
  • iShares Russell 2000 Growth ETF made up 0.18% of Steel Grove Capital Advisors's portfolio in Q1 2026, its #68 holding.
  • Steel Grove Capital Advisors first reported a position in iShares Russell 2000 Growth ETF in Q3 2013 and has held it in 20 quarters since.
  • Steel Grove Capital Advisors's iShares Russell 2000 Growth ETF position peaked at $6.39M in Q4 2022.
  • 1,021 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q1 2026, filed 7 May 2026.