IWO — IShares Russell 2000 Index Fun

Ownership history in D.A. DAVIDSON & CO.  ·  87 quarters on record

This page tracks every 13F SEC filing in which D.A. DAVIDSON & CO. reported a position in IShares Russell 2000 Index Fun (IWO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.41% (2020 Q4)
Avg. % of fund
0.65%
First filed
2004 Q2
Last filed
2025 Q4
Quarters held
87
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 532,522 +10,967 +2.1% 1.05% $172.0M $322.91
2025 Q3 ADDED 521,555 +9,433 +1.8% 1.07% $166.9M $319.24
2025 Q2 ADDED 512,122 +17,568 +3.6% 1.03% $146.4M $284.81
2025 Q1 ADDED 494,554 +17,213 +3.6% 1.01% $126.4M $254.29
83 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IWO price (monthly, adj. close)

Other funds also holding IWO

As of 2025 Q4 — sorted by position size

VAUGHAN & Co SECURITIES, INC. 3Y 12.33% BARINGS LLC 3Y 7Y 9.95% Powell Investment Advisors, LLC 3Y 6.71% LWM ADVISORS INC 6.41% Cassaday & Co Wealth Management LLC 3Y 6.27% DROMS STRAUSS ADVISORS INC /MO/ /ADV 3Y 7Y 5.68% Hillcrest Wealth Advisors - NY, LLC 3Y 7Y 5.22% Erickson Financial Group, LLC 3Y 5.19% Cohen Klingenstein LLC 3Y 7Y 5.07% Thoma Capital Management LLC 4.92%
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