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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
Q2 		$2.2M Hold
5,578
– – 0.2% 51
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

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
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
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
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

Steel Grove Capital Advisors's IWO Position: Q2 2026 in Review

Steel Grove Capital Advisors held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 5,578 shares worth $2.2M. The position accounts for 0.2% of the portfolio, ranked #51.

Steel Grove Capital Advisors first reported a position in IWO in Q3 2013 and has held it in 21 quarters since. The position peaked at $6.39M in Q4 2022. 405 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Steel Grove Capital Advisors held 5,578 shares of iShares Russell 2000 Growth ETF worth $2.2M as of Q2 2026.
  • Steel Grove Capital Advisors left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Growth ETF made up 0.2% of Steel Grove Capital Advisors's portfolio in Q2 2026, its #51 holding.
  • Steel Grove Capital Advisors first reported a position in iShares Russell 2000 Growth ETF in Q3 2013 and has held it in 21 quarters since.
  • Steel Grove Capital Advisors's iShares Russell 2000 Growth ETF position peaked at $6.39M in Q4 2022.
  • 405 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.