Texas Yale Capital Corp’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Texas Yale Capital Corp’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	$2.39M	Hold	6,076	–	–	0.05%	194
2026 Q1	$1.91M	Sell	6,076 -2	-0%	-$665	0.05%	206
2025 Q4	$1.96M	Hold	6,078	–	–	0.06%	205
2025 Q3	$1.95M	Hold	6,078	–	–	0.06%	197
2025 Q2	$1.74M	Hold	6,078	–	–	0.06%	201
2025 Q1	$1.55M	Hold	6,078	–	–	0.06%	213
2024 Q4	$1.75M	Hold	6,078	–	–	0.07%	198
2024 Q3	$1.73M	Buy	6,078 +88	+1%	+$24.1K	0.08%	204
2024 Q2	$1.57M	Hold	5,990	–	–	0.07%	208
2024 Q1	$1.62M	Hold	5,990	–	–	0.07%	202
2023 Q4	$1.51M	Hold	5,990	–	–	0.07%	204
2023 Q3	$1.34M	Hold	5,990	–	–	0.06%	199
2023 Q2	$1.45M	Hold	5,990	–	–	0.07%	199
2023 Q1	$1.36M	Hold	5,990	–	–	0.07%	204
2022 Q4	$1.28M	Hold	5,990	–	–	0.07%	210
2022 Q3	$1.24M	Hold	5,990	–	–	0.08%	204
2022 Q2	$1.24M	Hold	5,990	–	–	0.08%	205
2022 Q1	$1.53M	Hold	5,990	–	–	0.08%	195
2021 Q4	$1.75M	Hold	5,990	–	–	0.09%	193
2021 Q3	$1.76M	Hold	5,990	–	–	0.1%	182
2021 Q2	$1.87M	Hold	5,990	–	–	0.11%	170
2021 Q1	$1.8M	Hold	5,990	–	–	0.11%	168
2020 Q4	$1.72M	Hold	5,990	–	–	0.12%	168
2020 Q3	$1.33M	Hold	5,990	–	–	0.1%	179
2020 Q2	$1.24M	Hold	5,990	–	–	0.1%	191
2020 Q1	$947K	Hold	5,990	–	–	0.09%	198
2019 Q4	$1.28M	Hold	5,990	–	–	0.09%	212
2019 Q3	$1.15M	Hold	5,990	–	–	0.08%	217
2019 Q2	$1.2M	Sell	5,990 -5,990	-50%	-$1.18M	0.09%	214
2019 Q1	$2.36M	Buy	11,980 +5,990	+100%	+$1.14M	0.09%	206
2018 Q4	$1.01M	Hold	5,990	–	–	0.09%	208
2018 Q3	$1.29M	Hold	5,990	–	–	0.1%	192
2018 Q2	$1.22M	Hold	5,990	–	–	0.11%	190
2018 Q1	$1.14M	Sell	5,990 -950	-14%	-$182K	0.1%	199
2017 Q4	$1.3M	Hold	6,940	–	–	0.11%	181
2017 Q3	$1.24M	Buy	6,940 +950	+16%	+$161K	0.11%	180
2017 Q2	$1.01M	Buy	5,990 +915	+18%	+$151K	0.09%	208
2017 Q1	$820K	Hold	5,075	–	–	0.07%	244
2016 Q4	$781K	Hold	5,075	–	–	0.07%	244
2016 Q3	$756K	Hold	5,075	–	–	0.07%	240
2016 Q2	$696K	Hold	5,075	–	–	0.07%	245
2016 Q1	$673K	Hold	5,075	–	–	0.07%	243
2015 Q4	$707K	Hold	5,075	–	–	0.07%	240
2015 Q3	$680K	Hold	5,075	–	–	0.06%	255
2015 Q2	$784K	Hold	5,075	–	–	0.06%	244
2015 Q1	$769K	Hold	5,075	–	–	0.06%	256
2014 Q4	$723K	Hold	5,075	–	–	0.06%	249
2014 Q3	$658K	Hold	5,075	–	–	0.06%	238
2014 Q2	$702K	Hold	5,075	–	–	0.09%	193
2014 Q1	$691K	Hold	5,075	–	–	0.1%	178
2013 Q4	$688K	Hold	5,075	–	–	0.11%	149
2013 Q3	$639K	Hold	5,075	–	–	0.11%	158
2013 Q2	$566K	Buy	+5,075	New	+$554K	0.1%	164

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Texas Yale Capital Corp's IWO Position: Q2 2026 in Review

Texas Yale Capital Corp held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 6,076 shares worth $2.39M. The position accounts for 0.05% of the portfolio, ranked #194.

Texas Yale Capital Corp first reported a position in IWO in Q2 2013 and has held it in 53 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Texas Yale Capital Corp held 6,076 shares of iShares Russell 2000 Growth ETF worth $2.39M as of Q2 2026.
Texas Yale Capital Corp left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.05% of Texas Yale Capital Corp's portfolio in Q2 2026, its #194 holding.
Texas Yale Capital Corp first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and has held it in 53 quarters since.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Texas Yale Capital Corp's 13F filing for Q2 2026, filed 12 Aug 2026.