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Stephens Inc’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Stephens Inc’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 		$13M Buy
33,085
+376
+1% +$137K 0.15% 154
2026
Q1 		$10.3M Buy
32,709
+2,872
+10% +$955K 0.13% 165
2025
Q4 		$9.64M Buy
29,837
+13
+0% +$4.23K 0.12% 174
2025
Q3 		$9.54M Sell
29,824
-168
-0.6% -$50.7K 0.12% 177
2025
Q2 		$8.57M Sell
29,992
-70,154
-70% -$18.5M 0.12% 183
2025
Q1 		$25.6M Buy
100,146
+49
+0% +$13.8K 0.38% 66
2024
Q4 		$28.8M Sell
100,097
-2,238
-2% -$662K 0.4% 58
2024
Q3 		$29.1M Sell
102,335
-2,655
-3% -$727K 0.41% 56
2024
Q2 		$27.6M Sell
104,990
-803
-0.8% -$208K 0.42% 50
2024
Q1 		$28.6M Buy
105,793
+4,921
+5% +$1.26M 0.44% 47
2023
Q4 		$25.4M Sell
100,872
-3,491
-3% -$787K 0.44% 51
2023
Q3 		$23.4M Buy
104,363
+9,057
+10% +$2.17M 0.45% 51
2023
Q2 		$23.1M Buy
95,306
+2,431
+3% +$557K 0.42% 59
2023
Q1 		$21.1M Sell
92,875
-2,220
-2% -$508K 0.4% 65
2022
Q4 		$20.4M Buy
95,095
+9,309
+11% +$2.04M 0.42% 59
2022
Q3 		$17.7M Sell
85,786
-6,425
-7% -$1.45M 0.38% 63
2022
Q2 		$19M Sell
92,211
-23,079
-20% -$5.15M 0.38% 63
2022
Q1 		$29.5M Sell
115,290
-23,441
-17% -$6M 0.48% 45
2021
Q4 		$40.7M Buy
138,731
+16,052
+13% +$4.84M 0.62% 29
2021
Q3 		$36M Buy
122,679
+567
+0.5% +$170K 0.56% 31
2021
Q2 		$38.1M Buy
122,112
+5,099
+4% +$1.53M 0.57% 27
2021
Q1 		$35.2M Buy
117,013
+4,580
+4% +$1.42M 0.58% 28
2020
Q4 		$32.2M Sell
112,433
-14,875
-12% -$3.79M 0.58% 29
2020
Q3 		$28.2M Sell
127,308
-1,354
-1% -$296K 0.56% 27
2020
Q2 		$26.6M Sell
128,662
-1,466
-1% -$274K 0.57% 29
2020
Q1 		$20.6M Buy
130,128
+8,401
+7% +$1.67M 0.55% 30
2019
Q4 		$26.1M Buy
121,727
+1,105
+0.9% +$224K 0.55% 32
2019
Q3 		$23.2M Sell
120,622
-960
-0.8% -$190K 0.51% 38
2019
Q2 		$24.4M Buy
121,582
+2,358
+2% +$466K 0.55% 30
2019
Q1 		$23.4M Sell
119,224
-1,216
-1% -$231K 0.56% 31
2018
Q4 		$20.2M Buy
120,440
+7,592
+7% +$1.42M 0.57% 29
2018
Q3 		$24.3M Sell
112,848
-6,362
-5% -$1.36M 0.6% 23
2018
Q2 		$24.4M Buy
119,210
+2,048
+2% +$410K 0.74% 20
2018
Q1 		$22.3M Sell
117,162
-791
-0.7% -$152K 0.83% 16
2017
Q4 		$22M Buy
117,953
+1,640
+1% +$299K 0.82% 23
2017
Q3 		$20.8M Buy
116,313
+3,652
+3% +$620K 0.75% 24
2017
Q2 		$19M Buy
112,661
+7,703
+7% +$1.27M 0.65% 24
2017
Q1 		$17M Sell
104,958
-35,832
-25% -$5.69M 0.62% 30
2016
Q4 		$21.7M Sell
140,790
-2,408
-2% -$359K 0.88% 14
2016
Q3 		$21.3M Sell
143,198
-4,852
-3% -$707K 0.93% 14
2016
Q2 		$20.3M Buy
148,050
+1,131
+0.8% +$153K 0.91% 16
2016
Q1 		$19.5M Buy
146,919
+57,078
+64% +$7.12M 0.95% 11
2015
Q4 		$12.5M Sell
89,841
-25,894
-22% -$3.67M 0.63% 27
2015
Q3 		$15.5M Buy
115,735
+5,442
+5% +$806K 0.81% 15
2015
Q2 		$17M Sell
110,293
-4,745
-4% -$727K 0.77% 14
2015
Q1 		$17.4M Buy
115,038
+6,749
+6% +$983K 0.79% 15
2014
Q4 		$15.4M Buy
108,289
+6,704
+7% +$907K 0.73% 16
2014
Q3 		$13.2M Sell
101,585
-2,334
-2% -$313K 0.65% 20
2014
Q2 		$14.4M Buy
103,919
+14,061
+16% +$1.85M 0.72% 15
2014
Q1 		$12.2M Buy
89,858
+33,144
+58% +$4.53M 0.67% 17
2013
Q4 		$7.68M Buy
56,714
+1,401
+3% +$182K 0.38% 34
2013
Q3 		$6.96M Buy
55,313
+873
+2% +$105K 0.38% 36
2013
Q2 		$6.07M Buy
+54,440
New +$5.95M 0.34% 43

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 Inc's IWO Position: Q2 2026 in Review

Stephens Inc increased its iShares Russell 2000 Growth ETF (IWO) stake by 1.1% in Q2 2026, buying an estimated $137K and bringing the position to 33,085 shares worth $13M. The position accounts for 0.15% of the portfolio, ranked #154.

Stephens Inc first reported a position in IWO in Q2 2013 and has held it in 53 quarters since. The position peaked at $40.7M in Q4 2021. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Stephens Inc held 33,085 shares of iShares Russell 2000 Growth ETF worth $13M as of Q2 2026.
  • Stephens Inc bought 376 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $137K.
  • iShares Russell 2000 Growth ETF made up 0.15% of Stephens Inc's portfolio in Q2 2026, its #154 holding.
  • Stephens Inc first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and has held it in 53 quarters since.
  • Stephens Inc's iShares Russell 2000 Growth ETF position peaked at $40.7M in Q4 2021.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.