Y-Intercept (HK)’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Y-Intercept (HK)’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	-2,827	Closed	-$887K	–	1946
2026 Q1	$887K	Buy	+2,827	New	+$940K	0.02%	1080
2025 Q2	–	Sell	-4,708	Closed	-$1.2M	–	1823
2025 Q1	$1.2M	Sell	4,708 -1,166	-20%	-$329K	0.08%	343
2024 Q4	$1.69M	Buy	5,874 +5,139	+699%	+$1.52M	0.11%	250
2024 Q3	$209K	Buy	+735	New	+$201K	0.01%	1149
2023 Q3	–	Sell	-4,654	Closed	-$1.13M	–	1319
2023 Q2	$1.13M	Buy	+4,654	New	+$1.07M	0.12%	252
2021 Q3	–	Sell	-869	Closed	-$271K	–	776
2021 Q2	$271K	Sell	869 -1,980	-69%	-$596K	0.07%	440
2021 Q1	$837K	Buy	+2,849	New	+$884K	0.22%	131

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Y-Intercept (HK)'s IWO Position: Q2 2026 in Review

Y-Intercept (HK) sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2026, closing a stake of 2,827 shares — an estimated $887K sold.

Y-Intercept (HK) first reported a position in IWO in Q1 2021 and held it in 7 quarters. The position peaked at $1.69M in Q4 2024. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Y-Intercept (HK) reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2026 after selling out during the quarter.
Y-Intercept (HK) sold 2,827 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $887K.
Y-Intercept (HK) first reported a position in iShares Russell 2000 Growth ETF in Q1 2021 and held it in 7 quarters.
Y-Intercept (HK)'s iShares Russell 2000 Growth ETF position peaked at $1.69M in Q4 2024.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.