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Thoroughbred Financial Services’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Thoroughbred Financial Services’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 		$224K Buy
629
+14
+2% +$5.28K 0.01% 599
2026
Q2 		$242K Buy
+615
New +$224K 0.01% 575
2025
Q3 		– Sell
-1,240
Closed -$354K – 576
2025
Q2 		$354K Sell
1,240
-188
-13% -$49.5K 0.02% 432
2025
Q1 		$365K Buy
1,428
+1
+0.1% +$282 0.02% 495
2024
Q4 		$410K Buy
1,427
+2
+0.1% +$592 0.03% 463
2024
Q3 		$404K Buy
1,425
+1
+0.1% +$274 0.03% 450
2024
Q2 		$374K Buy
1,424
+26
+2% +$6.75K 0.03% 447
2024
Q1 		$378K Sell
1,398
-101
-7% -$25.8K 0.04% 337
2023
Q4 		$378K Sell
1,499
-1,185
-44% -$267K 0.03% 425
2023
Q3 		$601K Buy
2,684
+88
+3% +$21.1K 0.06% 296
2023
Q2 		$630K Buy
2,596
+1
+0% +$229 0.08% 223
2023
Q1 		$588K Buy
2,595
+2
+0.1% +$457 0.09% 225
2022
Q4 		$556K Buy
2,593
+453
+21% +$99.2K 0.09% 229
2022
Q3 		$442K Buy
2,140
+902
+73% +$203K 0.08% 225
2022
Q2 		$255K Buy
1,238
+69
+6% +$15.4K 0.05% 314
2022
Q1 		$299K Buy
1,169
+28
+2% +$7.17K 0.05% 299
2021
Q4 		$334K Buy
1,141
+332
+41% +$100K 0.07% 251
2021
Q3 		$237K Hold
809
– – 0.06% 278
2021
Q2 		$252K Sell
809
-2
-0.2% -$602 0.06% 263
2021
Q1 		$244K Sell
811
-123
-13% -$38.2K 0.07% 245
2020
Q4 		$267K Sell
934
-7
-0.7% -$1.78K 0.08% 205
2020
Q3 		$208K Buy
+941
New +$206K 0.08% 218
2020
Q2 		– Sell
-1,490
Closed -$236K – 236
2020
Q1 		$236K Sell
1,490
-14
-0.9% -$2.78K 0.08% 208
2019
Q4 		$322K Sell
1,504
-214
-12% -$43.4K 0.11% 186
2019
Q3 		$331K Buy
+1,718
New +$341K 0.13% 172
2019
Q2 		– Sell
-1,815
Closed -$357K – 219
2019
Q1 		$357K Buy
+1,815
New +$345K 0.15% 157

Other funds holding IWO

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
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

Thoroughbred Financial Services's IWO Position: Q3 2026 in Review

Thoroughbred Financial Services increased its iShares Russell 2000 Growth ETF (IWO) stake by 2.3% in Q3 2026, buying an estimated $5.28K and bringing the position to 629 shares worth $224K. The position accounts for 0.01% of the portfolio, ranked #599.

Thoroughbred Financial Services first reported a position in IWO in Q1 2019 and has held it in 26 quarters since. The position peaked at $630K in Q2 2023. 955 funds tracked by Wall St. Rank hold IWO as of Q3 2026.

  • Thoroughbred Financial Services held 629 shares of iShares Russell 2000 Growth ETF worth $224K as of Q3 2026.
  • Thoroughbred Financial Services bought 14 iShares Russell 2000 Growth ETF shares in Q3 2026, an estimated $5.28K.
  • iShares Russell 2000 Growth ETF made up 0.01% of Thoroughbred Financial Services's portfolio in Q3 2026, its #599 holding.
  • Thoroughbred Financial Services first reported a position in iShares Russell 2000 Growth ETF in Q1 2019 and has held it in 26 quarters since.
  • Thoroughbred Financial Services's iShares Russell 2000 Growth ETF position peaked at $630K in Q2 2023.
  • 955 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2026.

Based on Thoroughbred Financial Services's 13F filing for Q3 2026, filed 9 Nov 2026.