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Team Hewins’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Team Hewins’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 		$10.1M Sell
25,574
-1,251
-5% -$456K 2.76% 8
2026
Q1 		$8.42M Sell
26,825
-230
-0.9% -$76.5K 2.5% 8
2025
Q4 		$8.74M Sell
27,055
-209
-0.8% -$68K 2.82% 7
2025
Q3 		$8.73M Sell
27,264
-646
-2% -$195K 2.95% 7
2025
Q2 		$7.98M Buy
27,910
+2,003
+8% +$527K 2.88% 7
2025
Q1 		$6.62M Buy
25,907
+2,904
+13% +$820K 2.57% 7
2024
Q4 		$6.62M Sell
23,003
-108
-0.5% -$31.9K 2.59% 6
2024
Q3 		$6.56M Sell
23,111
-717
-3% -$196K 2.51% 7
2024
Q2 		$6.26M Buy
23,828
+314
+1% +$81.5K 2.6% 7
2024
Q1 		$6.37M Sell
23,514
-44
-0.2% -$11.2K 2.56% 7
2023
Q4 		$5.94M Buy
23,558
+557
+2% +$126K 2.58% 7
2023
Q3 		$5.17M Sell
23,001
-757
-3% -$181K 1.19% 17
2023
Q2 		$5.77M Sell
23,758
-12
-0.1% -$2.75K 2.75% 6
2023
Q1 		$5.39M Buy
23,770
+121
+0.5% +$27.7K 2.86% 5
2022
Q4 		$5.07M Buy
+23,649
New +$5.18M 2.75% 5

Other funds holding IWO

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
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Truist Financial
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

Team Hewins's IWO Position: Q2 2026 in Review

Team Hewins reduced its iShares Russell 2000 Growth ETF (IWO) stake by 4.7% in Q2 2026, selling an estimated $456K and leaving 25,574 shares worth $10.1M. The position accounts for 2.76% of the portfolio, ranked #8.

Team Hewins first reported a position in IWO in Q4 2022 and has held it in 15 quarters since. 512 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Team Hewins held 25,574 shares of iShares Russell 2000 Growth ETF worth $10.1M as of Q2 2026.
  • Team Hewins sold 1,251 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $456K.
  • iShares Russell 2000 Growth ETF made up 2.76% of Team Hewins's portfolio in Q2 2026, its #8 holding.
  • Team Hewins first reported a position in iShares Russell 2000 Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • 512 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Team Hewins's 13F filing for Q2 2026, filed 29 Jul 2026.