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Position history for D.A. DAVIDSON & CO.D.A. DAVIDSON & CO.'s holdings in ISHARES RUSSELL 2000 GROWTH

D.A. DAVIDSON & CO. holds 550,307 shares of IWO (ISHARES RUSSELL 2000 GROWTH), worth $216.8M as of 2026-Q2. The position was increased (+1.0% shares). IWO represents 1.2% of D.A. DAVIDSON & CO.'s portfolio.

Current Value

$216.8M

Current Shares

550,307

Total Value Change

+$83.1M

Total Shares Change

+79,615

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
550,307
+1.0%
$216.8M1.2%$393.96
49
2026-Q1
Increased
544,695
+2.3%
$170.9M1.0%$331.48
49
2025-Q4
Increased
532,522
+2.1%
$172M1.1%$325.75
49
2025-Q3
Increased
521,555
+1.8%
$166.9M1.1%$319.16
49
2025-Q2
Increased
512,122
+3.5%
$146.4M1.0%$284.05
49
2025-Q1
Increased
494,554
+3.6%
$126.4M1.0%$256.43
49
2024-Q4
Increased
477,341
+1.4%
$137.4M1.1%$286.61
48
2024-Q3
Increased
470,692
+1.6%
$133.7M1.1%$280.76
48

Other major holders of IWO: BNP PARIBAS FINANCIAL MARKETS, Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/

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