Bank of America
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Bank of America’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Bank of America’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
2016
Q3 		– Sell
-800,000
Closed -$110M – 7227
2016
Q2 		$110M Buy
+800,000
New +$108M 0.03% 582

Other funds holding IWO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $871B AUM 31.28% 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 $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Bank of America's IWO Position: Q1 2026 in Review

Bank of America reduced its iShares Russell 2000 Growth ETF (IWO) stake by 16% in Q1 2026, selling an estimated $226M and leaving 3,472,005 shares worth $1.09B. The position accounts for 0.08% of the portfolio, ranked #232.

Bank of America first reported a position in IWO in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.34B in Q4 2025. 1,024 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Bank of America held 3,472,005 shares of iShares Russell 2000 Growth ETF worth $1.09B as of Q1 2026.
  • Bank of America sold 679,223 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $226M.
  • iShares Russell 2000 Growth ETF made up 0.08% of Bank of America's portfolio in Q1 2026, its #232 holding.
  • Bank of America first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and has held it in 52 quarters since.
  • Bank of America's iShares Russell 2000 Growth ETF position peaked at $1.34B in Q4 2025.
  • 1,024 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.