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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
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% +$99.3K 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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
Goldman Sachs
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
Wells Fargo San Francisco, California $617B AUM 30.33% 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

Thoroughbred Financial Services's IWO Position: Q2 2026 in Review

Thoroughbred Financial Services opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q2 2026: 615 shares worth $242K. The stake represents 0.01% of the portfolio and ranks #575 among its holdings. This is a return to the name: Thoroughbred Financial Services previously reported a position in IWO as recently as Q2 2025.

Thoroughbred Financial Services first reported a position in IWO in Q1 2019 and has held it in 25 quarters since. The position peaked at $630K in Q2 2023. 1,105 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Thoroughbred Financial Services held 615 shares of iShares Russell 2000 Growth ETF worth $242K as of Q2 2026.
  • iShares Russell 2000 Growth ETF was a new Thoroughbred Financial Services position in Q2 2026.
  • iShares Russell 2000 Growth ETF made up 0.01% of Thoroughbred Financial Services's portfolio in Q2 2026, its #575 holding.
  • Thoroughbred Financial Services first reported a position in iShares Russell 2000 Growth ETF in Q1 2019 and has held it in 25 quarters since.
  • Thoroughbred Financial Services's iShares Russell 2000 Growth ETF position peaked at $630K in Q2 2023.
  • 1,105 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Thoroughbred Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.