TC
IWO icon

Trilogy Capital’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Trilogy Capital’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 		$8.54M Buy
+21,667
New +$7.91M 0.33% 56
2026
Q1 		– Sell
-9,472
Closed -$3.06M – 400
2025
Q4 		$3.06M Buy
9,472
+7,406
+358% +$2.41M 0.14% 124
2025
Q3 		$661K Buy
+2,066
New +$623K 0.03% 216

Other funds holding IWO

CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $392M AUM
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return
LA
LWM Advisors El Dorado Hills, California $134M AUM 22.23% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Trilogy Capital's IWO Position: Q2 2026 in Review

Trilogy Capital opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q2 2026: 21,667 shares worth $8.54M. The stake represents 0.33% of the portfolio and ranks #56 among its holdings. This is a return to the name: Trilogy Capital previously reported a position in IWO as recently as Q4 2025.

Trilogy Capital first reported a position in IWO in Q3 2025 and has held it in 3 quarters since. 189 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Trilogy Capital held 21,667 shares of iShares Russell 2000 Growth ETF worth $8.54M as of Q2 2026.
  • iShares Russell 2000 Growth ETF was a new Trilogy Capital position in Q2 2026.
  • iShares Russell 2000 Growth ETF made up 0.33% of Trilogy Capital's portfolio in Q2 2026, its #56 holding.
  • Trilogy Capital first reported a position in iShares Russell 2000 Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • 189 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Trilogy Capital's 13F filing for Q2 2026, filed 6 Jul 2026.