Bronte Capital Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Bronte Capital Management’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	–	Sell	-4,400	Closed	-$1.38M	–	61
2026 Q1	$1.38M	Buy	+4,400	New	+$1.46M	0.14%	41
2025 Q4	–	Sell	-18,700	Closed	-$5.98M	–	47
2025 Q3	$5.98M	Buy	+18,700	New	+$5.64M	0.54%	26
2022 Q3	–	Sell	-135,000	Closed	-$27.9M	–	30
2022 Q2	$27.9M	Sell	135,000 -415,200	-75%	-$92.6M	3.19%	10
2022 Q1	$141M	Sell	550,200 -153,700	-22%	-$39.3M	11.82%	3
2021 Q4	$206M	Buy	703,900 +241,200	+52%	+$72.7M	13.61%	2
2021 Q3	$136M	Sell	462,700 -56,800	-11%	-$17.1M	9.94%	3
2021 Q2	$162M	Buy	519,500 +344,500	+197%	+$104M	11.55%	3
2021 Q1	$52.6M	Buy	+175,000	New	+$54.3M	5.97%	6

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Bronte Capital Management's IWO Position: Q2 2026 in Review

Bronte Capital Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2026, closing a stake of 37,542 shares — an estimated $11.8M sold.

Bronte Capital Management first reported a position in IWO in Q1 2026 and held it in 1 quarter. The position peaked at $11.8M in Q1 2026. 1,106 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Bronte Capital Management reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2026 after selling out during the quarter.
Bronte Capital Management sold 37,542 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $11.8M.
Bronte Capital Management first reported a position in iShares Russell 2000 Growth ETF in Q1 2026 and held it in 1 quarter.
Bronte Capital Management's iShares Russell 2000 Growth ETF position peaked at $11.8M in Q1 2026.
1,106 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Bronte Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.