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

West Branch 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 		– Sell
-60
Closed -$18.8K – 371
2026
Q1 		$18.8K Hold
60
– – 0.01% 184
2025
Q4 		$19.4K Sell
60
-28
-32% -$9.11K 0.01% 195
2025
Q3 		$28.1K Hold
88
– – 0.01% 177
2025
Q2 		$25.1K Hold
88
– – 0.01% 193
2025
Q1 		$22.5K Sell
88
-61
-41% -$17.2K 0.01% 214
2024
Q4 		$42.8K Hold
149
– – 0.01% 161
2024
Q3 		$42.2K Buy
149
+1
+0.7% +$274 0.01% 169
2024
Q2 		$39K Hold
148
– – 0.01% 175
2024
Q1 		$40.2K Sell
148
-77
-34% -$19.7K 0.02% 175
2023
Q4 		$56.7K Buy
225
+1
+0.4% +$225 0.03% 150
2023
Q3 		$50.3K Hold
224
– – 0.03% 160
2023
Q2 		$54.5K Hold
224
– – 0.03% 157
2023
Q1 		$50.9K Sell
224
-7
-3% -$1.6K 0.03% 164
2022
Q4 		$49.5K Hold
231
– – 0.03% 166
2022
Q3 		$48K Sell
231
-5
-2% -$1.13K 0.03% 166
2022
Q2 		$49K Sell
236
-87
-27% -$19.4K 0.03% 173
2022
Q1 		$83K Sell
323
-239
-43% -$61.2K 0.04% 148
2021
Q4 		$165K Buy
562
+1
+0.2% +$301 0.07% 103
2021
Q3 		$165K Hold
561
– – 0.08% 98
2021
Q2 		$175K Buy
+561
New +$169K 0.09% 99
2021
Q1 		– Sell
-711
Closed -$204K – 92
2020
Q4 		$204K Buy
+711
New +$181K 0.12% 86
2020
Q1 		– Sell
-1,342
Closed -$288K – 83
2019
Q4 		$288K Buy
1,342
+2
+0.1% +$406 0.2% 78
2019
Q3 		$258K Sell
1,340
-215
-14% -$42.6K 0.19% 77
2019
Q2 		$312K Sell
1,555
-149
-9% -$29.5K 0.26% 70
2019
Q1 		$335K Buy
1,704
+2
+0.1% +$381 0.3% 59
2018
Q4 		$286K Buy
1,702
+2
+0.1% +$373 0.3% 59
2018
Q3 		$366K Sell
1,700
-24
-1% -$5.12K 0.27% 67
2018
Q2 		$352K Buy
+1,724
New +$345K 0.28% 69

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

West Branch Capital's IWO Position: Q2 2026 in Review

West Branch Capital sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2026, closing a stake of 60 shares — an estimated $18.8K sold.

West Branch Capital first reported a position in IWO in Q2 2018 and held it in 28 quarters. The position peaked at $366K in Q3 2018. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • West Branch Capital reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2026 after selling out during the quarter.
  • West Branch Capital sold 60 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $18.8K.
  • West Branch Capital first reported a position in iShares Russell 2000 Growth ETF in Q2 2018 and held it in 28 quarters.
  • West Branch Capital's iShares Russell 2000 Growth ETF position peaked at $366K in Q3 2018.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.