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Stevens Capital Partners’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Stevens Capital Partners’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
Q1 		$4.45M Buy
14,177
+1,297
+10% +$431K 1.07% 25
2025
Q4 		$4.16M Sell
12,880
-169
-1% -$55K 1.09% 22
2025
Q3 		$4.18M Sell
13,049
-65
-0.5% -$19.6K 1.25% 22
2025
Q2 		$3.83M Buy
13,114
+738
+6% +$194K 1.37% 19
2025
Q1 		$3.16M Buy
12,376
+2,316
+23% +$654K 1.49% 18
2024
Q4 		$2.9M Sell
10,060
-66
-0.7% -$19.5K 1.31% 17
2024
Q3 		$2.88M Sell
10,126
-31
-0.3% -$8.49K 1.37% 16
2024
Q2 		$2.67M Sell
10,157
-224
-2% -$58.1K 1.38% 15
2024
Q1 		$2.81M Sell
10,381
-62
-0.6% -$15.8K 1.67% 14
2023
Q4 		$2.63M Buy
10,443
+3,084
+42% +$695K 1.83% 13
2023
Q3 		$1.65M Buy
7,359
+158
+2% +$37.8K 1.32% 15
2023
Q2 		$1.75M Sell
7,201
-103
-1% -$23.6K 1.35% 14
2023
Q1 		$1.66M Sell
7,304
-1,808
-20% -$414K 1.39% 14
2022
Q4 		$1.95M Buy
+9,112
New +$2M 1.73% 14

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

Stevens Capital Partners's IWO Position: Q1 2026 in Review

Stevens Capital Partners increased its iShares Russell 2000 Growth ETF (IWO) stake by 10% in Q1 2026, buying an estimated $431K and bringing the position to 14,177 shares worth $4.45M. The position accounts for 1.07% of the portfolio, ranked #25.

Stevens Capital Partners first reported a position in IWO in Q4 2022 and has held it in 14 quarters since. 1,021 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Stevens Capital Partners held 14,177 shares of iShares Russell 2000 Growth ETF worth $4.45M as of Q1 2026.
  • Stevens Capital Partners bought 1,297 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $431K.
  • iShares Russell 2000 Growth ETF made up 1.07% of Stevens Capital Partners's portfolio in Q1 2026, its #25 holding.
  • Stevens Capital Partners first reported a position in iShares Russell 2000 Growth ETF in Q4 2022 and has held it in 14 quarters since.
  • 1,021 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Stevens Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.