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

Veery 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	$1.58M	Sell	4,012 -39	-1%	-$14.2K	0.42%	28
2026 Q1	$1.27M	Hold	4,051	–	–	0.39%	29
2025 Q4	$1.31M	Buy	4,051 +31	+0.8%	+$10.1K	0.4%	31
2025 Q3	$1.29M	Hold	4,020	–	–	0.41%	30
2025 Q2	$1.15M	Sell	4,020 -2	-0%	-$526	0.4%	29
2025 Q1	$1.03M	Sell	4,022 -71	-2%	-$20K	0.4%	28
2024 Q4	$1.18M	Buy	4,093 +82	+2%	+$24.3K	0.45%	28
2024 Q3	$1.14M	Sell	4,011 -7	-0.2%	-$1.92K	0.43%	30
2024 Q2	$1.05M	Buy	4,018 +209	+5%	+$54.3K	0.43%	30
2024 Q1	$1.03M	Buy	3,809 +308	+9%	+$78.7K	0.42%	29
2023 Q4	$883K	Sell	3,501 -7	-0.2%	-$1.58K	0.4%	33
2023 Q3	$786K	Sell	3,508 -41	-1%	-$9.81K	0.38%	35
2023 Q2	$861K	Sell	3,549 -2	-0.1%	-$459	0.41%	35
2023 Q1	$805K	Buy	3,551 +155	+5%	+$35.5K	0.43%	34
2022 Q4	$728K	Sell	3,396 -123	-3%	-$26.9K	0.43%	34
2022 Q3	$727K	Sell	3,519 -3	-0.1%	-$675	0.47%	32
2022 Q2	$727K	Buy	3,522 +1,238	+54%	+$276K	0.45%	32
2022 Q1	$584K	Sell	2,284 -301	-12%	-$77K	0.32%	37
2021 Q4	$758K	Buy	2,585 +5	+0.2%	+$1.51K	0.4%	36
2021 Q3	$758K	Sell	2,580 -1	-0%	-$300	0.43%	36
2021 Q2	$804K	Sell	2,581 -380	-13%	-$114K	0.47%	35
2021 Q1	$891K	Sell	2,961 -16	-0.5%	-$4.97K	0.56%	33
2020 Q4	$853K	Buy	+2,977	New	+$759K	0.58%	33

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Veery Capital's IWO Position: Q2 2026 in Review

Veery Capital reduced its iShares Russell 2000 Growth ETF (IWO) stake by 0.96% in Q2 2026, selling an estimated $14.2K and leaving 4,012 shares worth $1.58M. The position accounts for 0.42% of the portfolio, ranked #28.

Veery Capital first reported a position in IWO in Q4 2020 and has held it in 23 quarters since. 1,105 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Veery Capital held 4,012 shares of iShares Russell 2000 Growth ETF worth $1.58M as of Q2 2026.
Veery Capital sold 39 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $14.2K.
iShares Russell 2000 Growth ETF made up 0.42% of Veery Capital's portfolio in Q2 2026, its #28 holding.
Veery Capital first reported a position in iShares Russell 2000 Growth ETF in Q4 2020 and has held it in 23 quarters since.
1,105 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Veery Capital's 13F filing for Q2 2026, filed 9 Jul 2026.