AllianceBernstein
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AllianceBernstein’s iShares Russell 2000 Growth ETF IWO Stock Holding History

AllianceBernstein’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
2018
Q4 		– Sell
-30,000
Closed -$6.45M – 3121
2018
Q3 		$6.45M Sell
30,000
-19,500
-39% -$4.16M ﹤0.01% 1148
2018
Q2 		$10.1M Buy
+49,500
New +$9.9M 0.01% 960

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

AllianceBernstein's IWO Position: Q1 2026 in Review

AllianceBernstein reduced its iShares Russell 2000 Growth ETF (IWO) stake by 1.3% in Q1 2026, selling an estimated $954K and leaving 214,635 shares worth $69.3M. The position accounts for 0.02% of the portfolio, ranked #495.

AllianceBernstein first reported a position in IWO in Q1 2015 and has held it in 42 quarters since. The position peaked at $127M in Q1 2024. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • AllianceBernstein held 214,635 shares of iShares Russell 2000 Growth ETF worth $69.3M as of Q1 2026.
  • AllianceBernstein sold 2,867 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $954K.
  • iShares Russell 2000 Growth ETF made up 0.02% of AllianceBernstein's portfolio in Q1 2026, its #495 holding.
  • AllianceBernstein first reported a position in iShares Russell 2000 Growth ETF in Q1 2015 and has held it in 42 quarters since.
  • AllianceBernstein's iShares Russell 2000 Growth ETF position peaked at $127M in Q1 2024.
  • 1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on AllianceBernstein's 13F filing for Q1 2026, filed 15 May 2026.