Trilogy Capital
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
Q3 		$8.36M Buy
23,422
+1,755
+8% +$662K 0.32% 60
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

Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
WoodTrust Financial
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
Vaughan & Co Securities
Vaughan & Co Securities Ridgewood, New Jersey $213M AUM 17.09% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Powell Investment Advisors
Powell Investment Advisors Miami, Florida $313M AUM 15.34% 1-Year Est. Return
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Trilogy Capital's IWO Position: Q3 2026 in Review

Trilogy Capital increased its iShares Russell 2000 Growth ETF (IWO) stake by 8.1% in Q3 2026, buying an estimated $662K and bringing the position to 23,422 shares worth $8.36M. The position accounts for 0.32% of the portfolio, ranked #60.

Trilogy Capital first reported a position in IWO in Q3 2025 and has held it in 4 quarters since. The position peaked at $8.54M in Q2 2026. 312 funds tracked by Wall St. Rank hold IWO as of Q3 2026.

  • Trilogy Capital held 23,422 shares of iShares Russell 2000 Growth ETF worth $8.36M as of Q3 2026.
  • Trilogy Capital bought 1,755 iShares Russell 2000 Growth ETF shares in Q3 2026, an estimated $662K.
  • iShares Russell 2000 Growth ETF made up 0.32% of Trilogy Capital's portfolio in Q3 2026, its #60 holding.
  • Trilogy Capital first reported a position in iShares Russell 2000 Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • Trilogy Capital's iShares Russell 2000 Growth ETF position peaked at $8.54M in Q2 2026.
  • 312 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2026.

Based on Trilogy Capital's 13F filing for Q3 2026, filed 20 Oct 2026.