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Stephen J. Garry & Associates’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Stephen J. Garry & Associates’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 		$4.15M Buy
10,527
+50
+0.5% +$18.2K 3.03% 11
2026
Q1 		$3.29M Buy
10,477
+42
+0.4% +$14K 2.64% 11
2025
Q4 		$3.37M Sell
10,435
-165
-2% -$53.7K 2.67% 11
2025
Q3 		$3.39M Buy
10,600
+19
+0.2% +$5.73K 2.71% 11
2025
Q2 		$3.02M Buy
10,581
+236
+2% +$62.1K 2.61% 11
2025
Q1 		$2.64M Buy
10,345
+222
+2% +$62.7K 2.47% 12
2024
Q4 		$2.91M Sell
10,123
-2,464
-20% -$729K 2.69% 12
2024
Q3 		$3.57M Sell
12,587
-1,750
-12% -$479K 3.4% 12
2024
Q2 		$3.76M Sell
14,337
-52
-0.4% -$13.5K 3.81% 12
2024
Q1 		$3.9M Buy
14,389
+75
+0.5% +$19.2K 4.03% 12
2023
Q4 		$3.61M Buy
+14,314
New +$3.23M 4% 11

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Stephen J. Garry & Associates's IWO Position: Q2 2026 in Review

Stephen J. Garry & Associates increased its iShares Russell 2000 Growth ETF (IWO) stake by 0.48% in Q2 2026, buying an estimated $18.2K and bringing the position to 10,527 shares worth $4.15M. The position accounts for 3.03% of the portfolio, ranked #11.

Stephen J. Garry & Associates first reported a position in IWO in Q4 2023 and has held it in 11 quarters since. 342 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Stephen J. Garry & Associates held 10,527 shares of iShares Russell 2000 Growth ETF worth $4.15M as of Q2 2026.
  • Stephen J. Garry & Associates bought 50 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $18.2K.
  • iShares Russell 2000 Growth ETF made up 3.03% of Stephen J. Garry & Associates's portfolio in Q2 2026, its #11 holding.
  • Stephen J. Garry & Associates first reported a position in iShares Russell 2000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 342 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Stephen J. Garry & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.