Sunbeam Capital Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Sunbeam Capital 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	$392K	Sell	994 -55	-5%	-$20.1K	0.18%	84
2026 Q1	$329K	Sell	1,049 -525	-33%	-$175K	0.19%	79
2025 Q4	$508K	Sell	1,574 -169	-10%	-$55K	0.3%	61
2025 Q3	$558K	Hold	1,743	–	–	0.35%	52
2025 Q2	$498K	Sell	1,743 -70	-4%	-$18.4K	0.38%	49
2025 Q1	$463K	Hold	1,813	–	–	0.44%	46
2024 Q4	$522K	Buy	+1,813	New	+$536K	0.48%	39

Other funds holding IWO

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BPWM

Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Sunbeam Capital Management's IWO Position: Q2 2026 in Review

Sunbeam Capital Management reduced its iShares Russell 2000 Growth ETF (IWO) stake by 5.2% in Q2 2026, selling an estimated $20.1K and leaving 994 shares worth $392K. The position accounts for 0.18% of the portfolio, ranked #84.

Sunbeam Capital Management first reported a position in IWO in Q4 2024 and has held it in 7 quarters since. The position peaked at $558K in Q3 2025. 510 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Sunbeam Capital Management held 994 shares of iShares Russell 2000 Growth ETF worth $392K as of Q2 2026.
Sunbeam Capital Management sold 55 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $20.1K.
iShares Russell 2000 Growth ETF made up 0.18% of Sunbeam Capital Management's portfolio in Q2 2026, its #84 holding.
Sunbeam Capital Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
Sunbeam Capital Management's iShares Russell 2000 Growth ETF position peaked at $558K in Q3 2025.
510 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Sunbeam Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.