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Steigerwald Gordon & Koch’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Steigerwald Gordon & Koch’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 		$23.2K Hold
59
– – ﹤0.01% 417
2026
Q1 		$18.5K Hold
59
– – ﹤0.01% 437
2025
Q4 		$19.1K Hold
59
– – ﹤0.01% 461
2025
Q3 		$18.9K Buy
+59
New +$17.8K ﹤0.01% 438

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Steigerwald Gordon & Koch's IWO Position: Q2 2026 in Review

Steigerwald Gordon & Koch held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 59 shares worth $23.2K. The position accounts for ﹤0.01% of the portfolio, ranked #417.

Steigerwald Gordon & Koch first reported a position in IWO in Q3 2025 and has held it in 4 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Steigerwald Gordon & Koch held 59 shares of iShares Russell 2000 Growth ETF worth $23.2K as of Q2 2026.
  • Steigerwald Gordon & Koch left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Growth ETF made up ﹤0.01% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #417 holding.
  • Steigerwald Gordon & Koch first reported a position in iShares Russell 2000 Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.