Bessemer Group
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Bessemer Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Bessemer Group’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
2026
Q2 		$417K Buy
1,058
+39
+4% +$14.2K ﹤0.01% 1216
2026
Q1 		$320K Sell
1,019
-22
-2% -$7.32K ﹤0.01% 1273
2025
Q4 		$336K Sell
1,041
-50
-5% -$16.3K ﹤0.01% 1250
2025
Q3 		$349K Buy
1,091
+291
+36% +$87.8K ﹤0.01% 973
2025
Q2 		$229K Buy
800
+369
+86% +$97.1K ﹤0.01% 1066
2025
Q1 		$110K Sell
431
-440
-51% -$124K ﹤0.01% 1192
2024
Q4 		$251K Buy
871
+242
+38% +$71.6K ﹤0.01% 1031
2024
Q3 		$179K Buy
629
+533
+555% +$146K ﹤0.01% 1138
2024
Q2 		$25K Sell
96
-266
-73% -$69K ﹤0.01% 1361
2024
Q1 		$98K Sell
362
-1,412
-80% -$361K ﹤0.01% 1181
2023
Q4 		$447K Hold
1,774
– – ﹤0.01% 855
2023
Q3 		$398K Sell
1,774
-3,209
-64% -$768K ﹤0.01% 870
2023
Q2 		$1.21M Sell
4,983
-981
-16% -$225K ﹤0.01% 593
2023
Q1 		$1.35M Sell
5,964
-1,709
-22% -$391K ﹤0.01% 530
2022
Q4 		$1.65M Buy
7,673
+5,601
+270% +$1.23M ﹤0.01% 482
2022
Q3 		$428K Sell
2,072
-6,908
-77% -$1.55M ﹤0.01% 769
2022
Q2 		$1.85M Buy
8,980
+7,450
+487% +$1.66M ﹤0.01% 448
2022
Q1 		$391K Buy
1,530
+30
+2% +$7.68K ﹤0.01% 688
2021
Q4 		$440K Sell
1,500
-7,220
-83% -$2.18M ﹤0.01% 666
2021
Q3 		$2.56M Hold
8,720
– – 0.01% 294
2021
Q2 		$2.72M Hold
8,720
– – 0.01% 291
2021
Q1 		$2.62M Buy
8,720
+162
+2% +$50.3K 0.01% 293
2020
Q4 		$2.45M Buy
8,558
+7,220
+540% +$1.84M 0.01% 285
2020
Q3 		$296K Sell
1,338
-77
-5% -$16.9K ﹤0.01% 640
2020
Q2 		$293K Buy
1,415
+77
+6% +$14.4K ﹤0.01% 1081
2020
Q1 		$212K Hold
1,338
– – ﹤0.01% 979
2019
Q4 		$287K Sell
1,338
-64
-5% -$13K ﹤0.01% 1017
2019
Q3 		$270K Buy
+1,402
New +$278K ﹤0.01% 1007
2017
Q2 		– Sell
-300
Closed -$49K – 1871
2017
Q1 		$49K Sell
300
-648
-68% -$103K ﹤0.01% 1304
2016
Q4 		$146K Buy
948
+648
+216% +$96.7K ﹤0.01% 1151
2016
Q3 		$45K Sell
300
-23
-7% -$3.35K ﹤0.01% 1221
2016
Q2 		$44K Buy
323
+23
+8% +$3.1K ﹤0.01% 881
2016
Q1 		$40K Sell
300
-1,050
-78% -$131K ﹤0.01% 936
2015
Q4 		$188K Sell
1,350
-1,056
-44% -$150K ﹤0.01% 745
2015
Q3 		$323K Buy
2,406
+1,831
+318% +$271K ﹤0.01% 707
2015
Q2 		$89K Buy
575
+275
+92% +$42.1K ﹤0.01% 865
2015
Q1 		$45K Hold
300
– – ﹤0.01% 985
2014
Q4 		$43K Buy
+300
New +$40.6K ﹤0.01% 966
2014
Q3 		– Sell
-2,600
Closed -$360K – 1315
2014
Q2 		$360K Hold
2,600
– – ﹤0.01% 616
2014
Q1 		$354K Hold
2,600
– – ﹤0.01% 588
2013
Q4 		$352K Hold
2,600
– – ﹤0.01% 590
2013
Q3 		$327K Hold
2,600
– – ﹤0.01% 606
2013
Q2 		$290K Buy
+2,600
New +$284K ﹤0.01% 528

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

Bessemer Group's IWO Position: Q2 2026 in Review

Bessemer Group increased its iShares Russell 2000 Growth ETF (IWO) stake by 3.8% in Q2 2026, buying an estimated $14.2K and bringing the position to 1,058 shares worth $417K. The position accounts for ﹤0.01% of the portfolio, ranked #1216.

Bessemer Group first reported a position in IWO in Q2 2013 and has held it in 43 quarters since. The position peaked at $2.72M in Q2 2021. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Bessemer Group held 1,058 shares of iShares Russell 2000 Growth ETF worth $417K as of Q2 2026.
  • Bessemer Group bought 39 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $14.2K.
  • iShares Russell 2000 Growth ETF made up ﹤0.01% of Bessemer Group's portfolio in Q2 2026, its #1216 holding.
  • Bessemer Group first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and has held it in 43 quarters since.
  • Bessemer Group's iShares Russell 2000 Growth ETF position peaked at $2.72M in Q2 2021.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.