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Whitegate Investment Counselors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Whitegate Investment Counselors’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
Q1 		$2.45M Hold
7,823
– – 0.78% 30
2025
Q4 		$2.53M Sell
7,823
-32
-0.4% -$10.4K 0.79% 29
2025
Q3 		$2.51M Hold
7,855
– – 0.83% 28
2025
Q2 		$2.25M Sell
7,855
-600
-7% -$158K 0.76% 29
2025
Q1 		$2.16M Hold
8,455
– – 0.77% 29
2024
Q4 		$2.43M Hold
8,455
– – 0.83% 27
2024
Q3 		$2.4M Sell
8,455
-314
-4% -$86K 0.64% 29
2024
Q2 		$2.3M Sell
8,769
-62
-0.7% -$16.1K 0.65% 29
2024
Q1 		$2.39M Hold
8,831
– – 0.67% 29
2023
Q4 		$2.23M Sell
8,831
-49
-0.6% -$11K 0.68% 29
2023
Q3 		$1.99M Hold
8,880
– – 0.67% 29
2023
Q2 		$2.16M Sell
8,880
-2,251
-20% -$516K 0.71% 30
2023
Q1 		$2.52M Sell
11,131
-514
-4% -$118K 0.82% 30
2022
Q4 		$2.5M Sell
11,645
-1,965
-14% -$431K 0.85% 29
2022
Q3 		$2.81M Buy
13,610
+1,105
+9% +$249K 1.07% 28
2022
Q2 		$2.58M Buy
12,505
+1,215
+11% +$271K 0.94% 29
2022
Q1 		$2.89M Buy
11,290
+235
+2% +$60.1K 0.89% 26
2021
Q4 		$3.24M Sell
11,055
-1,045
-9% -$315K 0.95% 27
2021
Q3 		$3.55M Sell
12,100
-35
-0.3% -$10.5K 0.5% 55
2021
Q2 		$3.78M Sell
12,135
-108
-0.9% -$32.5K 0.54% 53
2021
Q1 		$3.68M Sell
12,243
-280
-2% -$86.9K 0.56% 54
2020
Q4 		$3.59M Hold
12,523
– – 0.58% 54
2020
Q3 		$2.77M Buy
12,523
+350
+3% +$76.6K 0.51% 57
2020
Q2 		$2.52M Sell
12,173
-25
-0.2% -$4.67K 0.5% 64
2020
Q1 		$1.93M Hold
12,198
– – 0.47% 68
2019
Q4 		$2.61M Hold
12,198
– – 0.47% 70
2019
Q3 		$2.35M Hold
12,198
– – 0.46% 69
2019
Q2 		$2.45M Sell
12,198
-50
-0.4% -$9.89K 0.49% 68
2019
Q1 		$2.41M Sell
12,248
-117
-0.9% -$22.3K 0.5% 68
2018
Q4 		$2.08M Hold
12,365
– – 0.48% 67
2018
Q3 		$2.66M Sell
12,365
-55
-0.4% -$11.7K 0.54% 64
2018
Q2 		$2.54M Sell
12,420
-195
-2% -$39K 0.52% 64
2018
Q1 		$2.4M Sell
12,615
-60
-0.5% -$11.5K 0.51% 66
2017
Q4 		$2.37M Sell
12,675
-715
-5% -$131K 0.49% 70
2017
Q3 		$2.4M Hold
13,390
– – 0.53% 67
2017
Q2 		$2.26M Sell
13,390
-75
-0.6% -$12.3K 0.51% 70
2017
Q1 		$2.18M Sell
13,465
-135
-1% -$21.4K 0.52% 71
2016
Q4 		$2.09M Sell
13,600
-140
-1% -$20.9K 0.56% 66
2016
Q3 		$2.05M Hold
13,740
– – 0.56% 65
2016
Q2 		$1.89M Buy
+13,740
New +$1.85M 0.52% 64
2014
Q1 		$1.82M Buy
+13,740
New +$1.88M 0.5% 69

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

Whitegate Investment Counselors's IWO Position: Q1 2026 in Review

Whitegate Investment Counselors held its iShares Russell 2000 Growth ETF (IWO) position steady in Q1 2026 at 7,823 shares worth $2.45M. The position accounts for 0.78% of the portfolio, ranked #30.

Whitegate Investment Counselors first reported a position in IWO in Q1 2014 and has held it in 41 quarters since. The position peaked at $3.78M in Q2 2021. 1,021 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Whitegate Investment Counselors held 7,823 shares of iShares Russell 2000 Growth ETF worth $2.45M as of Q1 2026.
  • Whitegate Investment Counselors left its iShares Russell 2000 Growth ETF share count unchanged in Q1 2026.
  • iShares Russell 2000 Growth ETF made up 0.78% of Whitegate Investment Counselors's portfolio in Q1 2026, its #30 holding.
  • Whitegate Investment Counselors first reported a position in iShares Russell 2000 Growth ETF in Q1 2014 and has held it in 41 quarters since.
  • Whitegate Investment Counselors's iShares Russell 2000 Growth ETF position peaked at $3.78M in Q2 2021.
  • 1,021 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Whitegate Investment Counselors's 13F filing for Q1 2026, filed 27 Apr 2026.