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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
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

AllianceBernstein's IWO Position: Q2 2026 in Review

AllianceBernstein increased its iShares Russell 2000 Growth ETF (IWO) stake by 108% in Q2 2026, buying an estimated $84.6M and bringing the position to 446,583 shares worth $140M. The position accounts for 0.05% of the portfolio, ranked #269.

AllianceBernstein first reported a position in IWO in Q1 2015 and has held it in 43 quarters since. 1,105 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • AllianceBernstein held 446,583 shares of iShares Russell 2000 Growth ETF worth $140M as of Q2 2026.
  • AllianceBernstein bought 231,948 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $84.6M.
  • iShares Russell 2000 Growth ETF made up 0.05% of AllianceBernstein's portfolio in Q2 2026, its #269 holding.
  • AllianceBernstein first reported a position in iShares Russell 2000 Growth ETF in Q1 2015 and has held it in 43 quarters since.
  • 1,105 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on AllianceBernstein's 13F filing for Q2 2026, filed 14 Aug 2026.