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Trail Ridge Investment Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Trail Ridge Investment Advisors’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 		$248K Buy
+630
New +$230K 0.1% 84
2026
Q1 		– Sell
-630
Closed -$203K – 104
2025
Q4 		$203K Hold
630
– – 0.09% 101
2025
Q3 		$202K Buy
+630
New +$190K 0.09% 106

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

Trail Ridge Investment Advisors's IWO Position: Q2 2026 in Review

Trail Ridge Investment Advisors opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q2 2026: 630 shares worth $248K. The stake represents 0.1% of the portfolio and ranks #84 among its holdings. This is a return to the name: Trail Ridge Investment Advisors previously reported a position in IWO as recently as Q4 2025.

Trail Ridge Investment Advisors first reported a position in IWO in Q3 2025 and has held it in 3 quarters since. 1,105 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Trail Ridge Investment Advisors held 630 shares of iShares Russell 2000 Growth ETF worth $248K as of Q2 2026.
  • iShares Russell 2000 Growth ETF was a new Trail Ridge Investment Advisors position in Q2 2026.
  • iShares Russell 2000 Growth ETF made up 0.1% of Trail Ridge Investment Advisors's portfolio in Q2 2026, its #84 holding.
  • Trail Ridge Investment Advisors first reported a position in iShares Russell 2000 Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,105 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Trail Ridge Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.