Team Hewins
IWO icon

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
Q3 		$9.01M Sell
25,254
-320
-1% -$121K 2.49% 8
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

Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Team Hewins's IWO Position: Q3 2026 in Review

Team Hewins reduced its iShares Russell 2000 Growth ETF (IWO) stake by 1.3% in Q3 2026, selling an estimated $121K and leaving 25,254 shares worth $9.01M. The position accounts for 2.49% of the portfolio, ranked #8.

Team Hewins first reported a position in IWO in Q4 2022 and has held it in 16 quarters since. The position peaked at $10.1M in Q2 2026. 869 funds tracked by Wall St. Rank hold IWO as of Q3 2026.

  • Team Hewins held 25,254 shares of iShares Russell 2000 Growth ETF worth $9.01M as of Q3 2026.
  • Team Hewins sold 320 iShares Russell 2000 Growth ETF shares in Q3 2026, an estimated $121K.
  • iShares Russell 2000 Growth ETF made up 2.49% of Team Hewins's portfolio in Q3 2026, its #8 holding.
  • Team Hewins first reported a position in iShares Russell 2000 Growth ETF in Q4 2022 and has held it in 16 quarters since.
  • Team Hewins's iShares Russell 2000 Growth ETF position peaked at $10.1M in Q2 2026.
  • 869 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2026.

Based on Team Hewins's 13F filing for Q3 2026, filed 13 Nov 2026.