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Stephens Group Asset Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Stephens Group Asset Management’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 		$29.4M Sell
74,615
-679
-0.9% -$248K 1.66% 16
2026
Q1 		$23.6M Buy
75,294
+435
+0.6% +$145K 1.51% 16
2025
Q4 		$24.2M Buy
74,859
+24
+0% +$7.81K 1.61% 16
2025
Q3 		$24M Buy
74,835
+41,000
+121% +$12.4M 1.61% 16
2025
Q2 		$9.67M Buy
33,835
+6,937
+26% +$1.83M 0.7% 19
2025
Q1 		$6.87M Buy
26,898
+7,011
+35% +$1.98M 0.55% 20
2024
Q4 		$5.72M Sell
19,887
-1
-0% -$296 0.48% 20
2024
Q3 		$5.65M Sell
19,888
-1,013
-5% -$277K 0.47% 20
2024
Q2 		$5.49M Buy
20,901
+52
+0.2% +$13.5K 0.5% 19
2024
Q1 		$5.65M Buy
20,849
+5
+0% +$1.28K 0.52% 19
2023
Q4 		$5.26M Buy
20,844
+18,613
+834% +$4.2M 0.51% 19
2023
Q3 		$500K Sell
2,231
-5,894
-73% -$1.41M 0.05% 20
2023
Q2 		$1.97M Buy
8,125
+6,475
+392% +$1.48M 0.19% 19
2023
Q1 		$374K Buy
1,650
+6
+0.4% +$1.37K 0.04% 22
2022
Q4 		$353K Sell
1,644
-1
-0.1% -$219 0.04% 22
2022
Q3 		$340K Hold
1,645
– – 0.04% 23
2022
Q2 		$347K Sell
1,645
-317
-16% -$70.7K 0.04% 23
2022
Q1 		$502K Hold
1,962
– – 0.05% 22
2021
Q4 		$575K Sell
1,962
-4,341
-69% -$1.31M 0.06% 22
2021
Q3 		$1.85M Buy
6,303
+69
+1% +$20.7K 0.19% 18
2021
Q2 		$1.94M Sell
6,234
-4,488
-42% -$1.35M 0.2% 18
2021
Q1 		$3.23M Buy
+10,722
New +$3.33M 0.32% 17
2018
Q4 		– Sell
-19
Closed -$4K – 26
2018
Q3 		$4K Hold
19
– – ﹤0.01% 23
2018
Q2 		$4K Sell
19
-6
-24% -$1.2K ﹤0.01% 15
2018
Q1 		$5K Sell
25
-137
-85% -$26.3K ﹤0.01% 15
2017
Q4 		$30K Buy
+162
New +$29.6K 0.01% 12

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

Stephens Group Asset Management's IWO Position: Q2 2026 in Review

Stephens Group Asset Management reduced its iShares Russell 2000 Growth ETF (IWO) stake by 0.9% in Q2 2026, selling an estimated $248K and leaving 74,615 shares worth $29.4M. The position accounts for 1.66% of the portfolio, ranked #16.

Stephens Group Asset Management first reported a position in IWO in Q4 2017 and has held it in 26 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Stephens Group Asset Management held 74,615 shares of iShares Russell 2000 Growth ETF worth $29.4M as of Q2 2026.
  • Stephens Group Asset Management sold 679 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $248K.
  • iShares Russell 2000 Growth ETF made up 1.66% of Stephens Group Asset Management's portfolio in Q2 2026, its #16 holding.
  • Stephens Group Asset Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2017 and has held it in 26 quarters since.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Stephens Group Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.