Boston Family Office’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Boston Family Office’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 Q1	$1.39M	Hold	4,441	–	–	0.09%	151
2025 Q4	$1.43M	Hold	4,441	–	–	0.09%	147
2025 Q3	$1.42M	Hold	4,441	–	–	0.09%	144
2025 Q2	$1.27M	Sell	4,441 -160	-3%	-$42.1K	0.08%	147
2025 Q1	$1.18M	Hold	4,601	–	–	0.08%	146
2024 Q4	$1.32M	Buy	4,601 +34	+0.7%	+$10.1K	0.09%	138
2024 Q3	$1.3M	Sell	4,567 -35	-0.8%	-$9.59K	0.09%	138
2024 Q2	$1.21M	Hold	4,602	–	–	0.09%	138
2024 Q1	$1.25M	Hold	4,602	–	–	0.09%	139
2023 Q4	$1.16M	Buy	4,602 +200	+5%	+$45.1K	0.09%	145
2023 Q3	$987K	Hold	4,402	–	–	0.08%	148
2023 Q2	$1.07M	Buy	4,402 +52	+1%	+$11.9K	0.08%	149
2023 Q1	$986K	Hold	4,350	–	–	0.08%	151
2022 Q4	$933K	Hold	4,350	–	–	0.08%	154
2022 Q3	$898K	Hold	4,350	–	–	0.08%	154
2022 Q2	$897K	Sell	4,350 -40	-0.9%	-$8.92K	0.07%	153
2022 Q1	$1.12M	Sell	4,390 -140	-3%	-$35.8K	0.08%	146
2021 Q4	$1.33M	Hold	4,530	–	–	0.09%	141
2021 Q3	$1.33M	Hold	4,530	–	–	0.1%	142
2021 Q2	$1.41M	Hold	4,530	–	–	0.1%	142
2021 Q1	$1.36M	Hold	4,530	–	–	0.1%	140
2020 Q4	$1.3M	Hold	4,530	–	–	0.1%	142
2020 Q3	$1M	Hold	4,530	–	–	0.09%	145
2020 Q2	$937K	Sell	4,530 -280	-6%	-$52.4K	0.09%	144
2020 Q1	$761K	Sell	4,810 -165	-3%	-$32.8K	0.09%	147
2019 Q4	$1.07M	Sell	4,975 -35	-0.7%	-$7.1K	0.1%	140
2019 Q3	$966K	Sell	5,010 -50	-1%	-$9.91K	0.1%	144
2019 Q2	$1.02M	Sell	5,060 -40	-0.8%	-$7.91K	0.11%	145
2019 Q1	$1M	Hold	5,100	–	–	0.11%	143
2018 Q4	$857K	Hold	5,100	–	–	0.11%	146
2018 Q3	$1.1M	Hold	5,100	–	–	0.12%	145
2018 Q2	$1.04M	Hold	5,100	–	–	0.12%	146
2018 Q1	$972K	Hold	5,100	–	–	0.11%	148
2017 Q4	$952K	Hold	5,100	–	–	0.1%	150
2017 Q3	$913K	Hold	5,100	–	–	0.1%	152
2017 Q2	$861K	Hold	5,100	–	–	0.1%	156
2017 Q1	$824K	Hold	5,100	–	–	0.1%	155
2016 Q4	$785K	Hold	5,100	–	–	0.1%	159
2016 Q3	$759K	Hold	5,100	–	–	0.1%	165
2016 Q2	$700K	Hold	5,100	–	–	0.09%	164
2016 Q1	$676K	Hold	5,100	–	–	0.09%	164
2015 Q4	$710K	Buy	5,100 +150	+3%	+$21.3K	0.1%	158
2015 Q3	$663K	Hold	4,950	–	–	0.09%	163
2015 Q2	$765K	Hold	4,950	–	–	0.1%	163
2015 Q1	$750K	Hold	4,950	–	–	0.09%	171
2014 Q4	$705K	Hold	4,950	–	–	0.09%	176
2014 Q3	$642K	Hold	4,950	–	–	0.08%	181
2014 Q2	$685K	Hold	4,950	–	–	0.09%	178
2014 Q1	$673K	Hold	4,950	–	–	0.09%	175
2013 Q4	$671K	Hold	4,950	–	–	0.09%	176
2013 Q3	$623K	Hold	4,950	–	–	0.09%	172
2013 Q2	$552K	Buy	+4,950	New	+$541K	0.08%	175

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Boston Family Office's IWO Position: Q1 2026 in Review

Boston Family Office held its iShares Russell 2000 Growth ETF (IWO) position steady in Q1 2026 at 4,441 shares worth $1.39M. The position accounts for 0.09% of the portfolio, ranked #151.

Boston Family Office first reported a position in IWO in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.43M in Q4 2025. 1,021 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

Boston Family Office held 4,441 shares of iShares Russell 2000 Growth ETF worth $1.39M as of Q1 2026.
Boston Family Office left its iShares Russell 2000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 2000 Growth ETF made up 0.09% of Boston Family Office's portfolio in Q1 2026, its #151 holding.
Boston Family Office first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and has held it in 52 quarters since.
Boston Family Office's iShares Russell 2000 Growth ETF position peaked at $1.43M in Q4 2025.
1,021 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Boston Family Office's 13F filing for Q1 2026, filed 13 May 2026.