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TBH Global Asset Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

TBH Global 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 		$333K Hold
845
– – 0.06% 220
2026
Q1 		$265K Buy
+845
New +$281K 0.05% 235
2025
Q4 		– Sell
-1,460
Closed -$467K – 258
2025
Q3 		$467K Buy
+1,460
New +$440K 0.09% 181
2025
Q1 		– Sell
-1,460
Closed -$420K – 192
2024
Q4 		$420K Hold
1,460
– – 0.1% 163
2024
Q3 		$415K Sell
1,460
-33
-2% -$9.04K 0.09% 178
2024
Q2 		$392K Buy
1,493
+33
+2% +$8.57K 0.09% 175
2024
Q1 		$395K Hold
1,460
– – 0.08% 180
2023
Q4 		$368K Hold
1,460
– – 0.08% 181
2023
Q3 		$327K Hold
1,460
– – 0.06% 197
2023
Q2 		$354K Hold
1,460
– – 0.07% 177
2023
Q1 		$331K Hold
1,460
– – 0.07% 171
2022
Q4 		$313K Hold
1,460
– – 0.08% 147
2022
Q3 		$302K Hold
1,460
– – 0.08% 144
2022
Q2 		$301K Sell
1,460
-9
-0.6% -$2.01K 0.07% 148
2022
Q1 		$376K Buy
1,469
+9
+0.6% +$2.3K 0.08% 144
2021
Q4 		$428K Hold
1,460
– – 0.09% 141
2021
Q3 		$429K Hold
1,460
– – 0.1% 139
2021
Q2 		$455K Hold
1,460
– – 0.1% 130
2021
Q1 		$439K Hold
1,460
– – 0.11% 121
2020
Q4 		$419K Sell
1,460
-440
-23% -$112K 0.13% 117
2020
Q3 		$421K Hold
1,900
– – 0.15% 112
2020
Q2 		$393K Hold
1,900
– – 0.16% 103
2020
Q1 		$301K Hold
1,900
– – 0.13% 117
2019
Q4 		$407K Buy
+1,900
New +$386K 0.12% 114

Other funds holding IWO

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
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
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return

TBH Global Asset Management's IWO Position: Q2 2026 in Review

TBH Global Asset Management held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 845 shares worth $333K. The position accounts for 0.06% of the portfolio, ranked #220.

TBH Global Asset Management first reported a position in IWO in Q4 2019 and has held it in 24 quarters since. The position peaked at $467K in Q3 2025. 726 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • TBH Global Asset Management held 845 shares of iShares Russell 2000 Growth ETF worth $333K as of Q2 2026.
  • TBH Global Asset Management left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Growth ETF made up 0.06% of TBH Global Asset Management's portfolio in Q2 2026, its #220 holding.
  • TBH Global Asset Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2019 and has held it in 24 quarters since.
  • TBH Global Asset Management's iShares Russell 2000 Growth ETF position peaked at $467K in Q3 2025.
  • 726 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on TBH Global Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.