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

Yarbrough 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
Q3 		$7.77M Hold
21,764
– – 0.22% 42
2026
Q2 		$8.57M Hold
21,764
– – 0.26% 40
2026
Q1 		$6.83M Sell
21,764
-68,571
-76% -$22.8M 0.24% 40
2025
Q4 		$29.2M Hold
90,335
– – 0.91% 21
2025
Q3 		$28.9M Sell
90,335
-5,680
-6% -$1.71M 0.9% 20
2025
Q2 		$27.4M Buy
+96,015
New +$25.3M 0.98% 18

Other funds holding IWO

Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
WoodTrust Financial
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return

Yarbrough Capital's IWO Position: Q3 2026 in Review

Yarbrough Capital held its iShares Russell 2000 Growth ETF (IWO) position steady in Q3 2026 at 21,764 shares worth $7.77M. The position accounts for 0.22% of the portfolio, ranked #42.

Yarbrough Capital first reported a position in IWO in Q2 2025 and has held it in 6 quarters since. The position peaked at $29.2M in Q4 2025. 441 funds tracked by Wall St. Rank hold IWO as of Q3 2026.

  • Yarbrough Capital held 21,764 shares of iShares Russell 2000 Growth ETF worth $7.77M as of Q3 2026.
  • Yarbrough Capital left its iShares Russell 2000 Growth ETF share count unchanged in Q3 2026.
  • iShares Russell 2000 Growth ETF made up 0.22% of Yarbrough Capital's portfolio in Q3 2026, its #42 holding.
  • Yarbrough Capital first reported a position in iShares Russell 2000 Growth ETF in Q2 2025 and has held it in 6 quarters since.
  • Yarbrough Capital's iShares Russell 2000 Growth ETF position peaked at $29.2M in Q4 2025.
  • 441 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2026.

Based on Yarbrough Capital's 13F filing for Q3 2026, filed 19 Oct 2026.