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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

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
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 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. 189 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.
  • 189 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.