WoodTrust Financial’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $24.7M | Sell |
78,777
-9,531
| -11% | -$3.17M | 3.19% | 8 |
|
|
2025
Q4 | $28.5M | Sell |
88,308
-660
| -0.7% | -$215K | 3.33% | 8 |
|
|
2025
Q3 | $28.5M | Sell |
88,968
-1,757
| -2% | -$530K | 3.39% | 7 |
|
|
2025
Q2 | $25.9M | Buy |
90,725
+300
| +0.3% | +$79K | 3.3% | 8 |
|
|
2025
Q1 | $23.1M | Buy |
90,425
+907
| +1% | +$256K | 3.24% | 8 |
|
|
2024
Q4 | $25.8M | Buy |
89,518
+2,764
| +3% | +$818K | 3.62% | 7 |
|
|
2024
Q3 | $24.6M | Buy |
86,754
+3,893
| +5% | +$1.07M | 3.5% | 7 |
|
|
2024
Q2 | $21.8M | Buy |
+82,861
| New | +$21.5M | 3.38% | 7 |
|
|
2024
Q1 | – | Sell |
-78,416
| Closed | -$19.8M | – | 177 |
|
|
2023
Q4 | $19.8M | Buy |
78,416
+4,134
| +6% | +$932K | 3.38% | 7 |
|
|
2023
Q3 | $16.6M | Sell |
74,282
-4,047
| -5% | -$969K | 3.18% | 8 |
|
|
2023
Q2 | $19M | Buy |
78,329
+7,309
| +10% | +$1.68M | 3.52% | 8 |
|
|
2023
Q1 | $16.1M | Buy |
71,020
+3,181
| +5% | +$728K | 3.13% | 9 |
|
|
2022
Q4 | $14.6M | Sell |
67,839
-2,870
| -4% | -$629K | 3.01% | 8 |
|
|
2022
Q3 | $14.6M | Buy |
70,709
+2,437
| +4% | +$548K | 3.29% | 7 |
|
|
2022
Q2 | $14.1M | Buy |
68,272
+4,985
| +8% | +$1.11M | 3.16% | 9 |
|
|
2022
Q1 | $16.2M | Buy |
63,287
+4,788
| +8% | +$1.23M | 3.29% | 8 |
|
|
2021
Q4 | $17.1M | Buy |
58,499
+2,480
| +4% | +$747K | 3.55% | 7 |
|
|
2021
Q3 | $16.4M | Buy |
56,019
+2,205
| +4% | +$662K | 3.86% | 5 |
|
|
2021
Q2 | $16.8M | Sell |
53,814
-252
| -0.5% | -$75.8K | 4.43% | 4 |
|
|
2021
Q1 | $16.3M | Sell |
54,066
-2,186
| -4% | -$678K | 4.79% | 3 |
|
|
2020
Q4 | $16.1M | Buy |
56,252
+162
| +0.3% | +$41.3K | 5.04% | 2 |
|
|
2020
Q3 | $12.4M | Buy |
56,090
+744
| +1% | +$163K | 4.49% | 3 |
|
|
2020
Q2 | $11.4M | Buy |
55,346
+13,046
| +31% | +$2.44M | 4.58% | 3 |
|
|
2020
Q1 | $6.69M | Sell |
42,300
-4,192
| -9% | -$832K | 3.14% | 9 |
|
|
2019
Q4 | $9.96M | Buy |
46,492
+898
| +2% | +$182K | 3.93% | 4 |
|
|
2019
Q3 | $8.79M | Buy |
45,594
+1,541
| +3% | +$306K | 3.79% | 5 |
|
|
2019
Q2 | $8.85M | Buy |
44,053
+2,090
| +5% | +$413K | 3.98% | 5 |
|
|
2019
Q1 | $8.25M | Buy |
41,963
+3,177
| +8% | +$604K | 3.94% | 3 |
|
|
2018
Q4 | $6.52M | Sell |
38,786
-350
| -0.9% | -$65.3K | 3.68% | 5 |
|
|
2018
Q3 | $8.42M | Buy |
39,136
+420
| +1% | +$89.5K | 4.07% | 3 |
|
|
2018
Q2 | $7.91M | Sell |
38,716
-2,121
| -5% | -$424K | 4.15% | 2 |
|
|
2018
Q1 | $7.78M | Buy |
40,837
+595
| +1% | +$114K | 4.17% | 2 |
|
|
2017
Q4 | $7.51M | Buy |
+40,242
| New | +$7.35M | 3.99% | 2 |
|
Other funds holding IWO
B
CCWM
TCIIS
WoodTrust Financial's IWO Position: Q1 2026 in Review
WoodTrust Financial reduced its iShares Russell 2000 Growth ETF (IWO) stake by 11% in Q1 2026, selling an estimated $3.17M and leaving 78,777 shares worth $24.7M. The position accounts for 3.19% of the portfolio, ranked #8.
WoodTrust Financial first reported a position in IWO in Q4 2017 and has held it in 33 quarters since. The position peaked at $28.5M in Q4 2025. 1,020 funds tracked by Wall St. Rank hold IWO as of Q1 2026.
- WoodTrust Financial held 78,777 shares of iShares Russell 2000 Growth ETF worth $24.7M as of Q1 2026.
- WoodTrust Financial sold 9,531 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $3.17M.
- iShares Russell 2000 Growth ETF made up 3.19% of WoodTrust Financial's portfolio in Q1 2026, its #8 holding.
- WoodTrust Financial first reported a position in iShares Russell 2000 Growth ETF in Q4 2017 and has held it in 33 quarters since.
- WoodTrust Financial's iShares Russell 2000 Growth ETF position peaked at $28.5M in Q4 2025.
- 1,020 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.
Based on WoodTrust Financial's 13F filing for Q1 2026, filed 6 May 2026.