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Welch & Forbes’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Welch & Forbes’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 		$5.48M Sell
13,919
-61
-0.4% -$22.3K 0.07% 124
2026
Q1 		$4.39M Hold
13,980
– – 0.06% 131
2025
Q4 		$4.52M Sell
13,980
-5
-0% -$1.63K 0.05% 132
2025
Q3 		$4.48M Sell
13,985
-233
-2% -$70.3K 0.05% 131
2025
Q2 		$4.06M Sell
14,218
-385
-3% -$101K 0.05% 138
2025
Q1 		$3.73M Sell
14,603
-3
-0% -$847 0.05% 139
2024
Q4 		$4.2M Sell
14,606
-395
-3% -$117K 0.05% 134
2024
Q3 		$4.26M Sell
15,001
-114
-0.8% -$31.2K 0.05% 135
2024
Q2 		$3.96M Buy
15,115
+73
+0.5% +$18.9K 0.05% 135
2024
Q1 		$4.07M Sell
15,042
-133
-0.9% -$34K 0.06% 139
2023
Q4 		$3.83M Buy
15,175
+7
+0% +$1.58K 0.06% 139
2023
Q3 		$3.4M Sell
15,168
-629
-4% -$151K 0.06% 142
2023
Q2 		$3.83M Sell
15,797
-13
-0.1% -$2.98K 0.06% 141
2023
Q1 		$3.59M Sell
15,810
-150
-0.9% -$34.3K 0.06% 140
2022
Q4 		$3.42M Sell
15,960
-3,126
-16% -$685K 0.06% 140
2022
Q3 		$3.94M Sell
19,086
-2,956
-13% -$665K 0.08% 137
2022
Q2 		$4.55M Sell
22,042
-25
-0.1% -$5.57K 0.08% 138
2022
Q1 		$5.64M Sell
22,067
-246
-1% -$63K 0.09% 135
2021
Q4 		$6.54M Buy
22,313
+121
+0.5% +$36.5K 0.1% 128
2021
Q3 		$6.51M Buy
22,192
+2,155
+11% +$647K 0.11% 127
2021
Q2 		$6.25M Sell
20,037
-254
-1% -$76.4K 0.11% 127
2021
Q1 		$6.1M Buy
20,291
+825
+4% +$256K 0.11% 126
2020
Q4 		$5.58M Buy
19,466
+5,286
+37% +$1.35M 0.11% 127
2020
Q3 		$3.14M Sell
14,180
-624
-4% -$137K 0.07% 139
2020
Q2 		$3.06M Sell
14,804
-1,000
-6% -$187K 0.07% 141
2020
Q1 		$2.5M Buy
15,804
+650
+4% +$129K 0.07% 146
2019
Q4 		$3.25M Buy
15,154
+550
+4% +$112K 0.07% 148
2019
Q3 		$2.81M Buy
14,604
+105
+0.7% +$20.8K 0.07% 152
2019
Q2 		$2.91M Sell
14,499
-425
-3% -$84.1K 0.07% 151
2019
Q1 		$2.94M Hold
14,924
– – 0.07% 150
2018
Q4 		$2.51M Sell
14,924
-2,650
-15% -$494K 0.07% 148
2018
Q3 		$3.78M Buy
17,574
+2,642
+18% +$563K 0.09% 142
2018
Q2 		$3.05M Buy
14,932
+2,214
+17% +$443K 0.08% 144
2018
Q1 		$2.42M Buy
12,718
+172
+1% +$33K 0.06% 167
2017
Q4 		$2.34M Buy
12,546
+16
+0.1% +$2.92K 0.06% 156
2017
Q3 		$2.24M Buy
12,530
+330
+3% +$56.1K 0.06% 163
2017
Q2 		$2.06M Buy
12,200
+120
+1% +$19.8K 0.06% 166
2017
Q1 		$1.95M Buy
12,080
+3,000
+33% +$476K 0.06% 164
2016
Q4 		$1.4M Sell
9,080
-25
-0.3% -$3.73K 0.04% 179
2016
Q3 		$1.36M Buy
9,105
+81
+0.9% +$11.8K 0.05% 155
2016
Q2 		$1.24M Sell
9,024
-1,905
-17% -$257K 0.04% 178
2016
Q1 		$1.45M Sell
10,929
-288
-3% -$35.9K 0.05% 176
2015
Q4 		$1.56M Buy
11,217
+747
+7% +$106K 0.05% 171
2015
Q3 		$1.4M Sell
10,470
-168
-2% -$24.9K 0.05% 182
2015
Q2 		$1.65M Buy
10,638
+526
+5% +$80.6K 0.05% 175
2015
Q1 		$1.53M Buy
10,112
+2,250
+29% +$328K 0.05% 185
2014
Q4 		$1.12M Buy
7,862
+2,000
+34% +$271K 0.03% 204
2014
Q3 		$760K Sell
5,862
-1,079
-16% -$145K 0.02% 223
2014
Q2 		$961K Buy
6,941
+1,590
+30% +$209K 0.03% 199
2014
Q1 		$728K Buy
5,351
+665
+14% +$90.9K 0.02% 221
2013
Q4 		$635K Buy
4,686
+901
+24% +$117K 0.02% 223
2013
Q3 		$476K Buy
3,785
+1,600
+73% +$193K 0.02% 259
2013
Q2 		$244K Buy
+2,185
New +$239K 0.01% 290

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

Welch & Forbes's IWO Position: Q2 2026 in Review

Welch & Forbes reduced its iShares Russell 2000 Growth ETF (IWO) stake by 0.44% in Q2 2026, selling an estimated $22.3K and leaving 13,919 shares worth $5.48M. The position accounts for 0.07% of the portfolio, ranked #124.

Welch & Forbes first reported a position in IWO in Q2 2013 and has held it in 53 quarters since. The position peaked at $6.54M in Q4 2021. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Welch & Forbes held 13,919 shares of iShares Russell 2000 Growth ETF worth $5.48M as of Q2 2026.
  • Welch & Forbes sold 61 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $22.3K.
  • iShares Russell 2000 Growth ETF made up 0.07% of Welch & Forbes's portfolio in Q2 2026, its #124 holding.
  • Welch & Forbes first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and has held it in 53 quarters since.
  • Welch & Forbes's iShares Russell 2000 Growth ETF position peaked at $6.54M in Q4 2021.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.