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Cannell & Spears’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Cannell & Spears’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 		$282K Sell
900
-23
-2% -$7.65K 0.01% 366
2025
Q4 		$298K Hold
923
– – 0.01% 347
2025
Q3 		$295K Sell
923
-100
-10% -$30.2K 0.01% 343
2025
Q2 		$292K Sell
1,023
-100
-9% -$26.3K 0.01% 333
2025
Q1 		$287K Sell
1,123
-47
-4% -$13.3K 0.01% 336
2024
Q4 		$337K Hold
1,170
– – 0.01% 324
2024
Q3 		$332K Buy
1,170
+200
+21% +$54.8K 0.01% 332
2024
Q2 		$255K Hold
970
– – 0.01% 320
2024
Q1 		$263K Hold
970
– – 0.01% 332
2023
Q4 		$245K Hold
970
– – 0.02% 191
2023
Q3 		$217K Sell
970
-15
-2% -$3.59K 0.02% 190
2023
Q2 		$239K Hold
985
– – 0.02% 199
2023
Q1 		$223K Buy
+985
New +$225K 0.02% 205
2022
Q2 		– Sell
-845
Closed -$216K – 215
2022
Q1 		$216K Hold
845
– – 0.02% 215
2021
Q4 		$248K Hold
845
– – 0.02% 202
2021
Q3 		$248K Hold
845
– – 0.02% 212
2021
Q2 		$263K Hold
845
– – 0.02% 210
2021
Q1 		$254K Hold
845
– – 0.02% 199
2020
Q4 		$242K Buy
+845
New +$215K 0.02% 202

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $4.69B AUM 20.56% 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 $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

Cannell & Spears's IWO Position: Q1 2026 in Review

Cannell & Spears reduced its iShares Russell 2000 Growth ETF (IWO) stake by 2.5% in Q1 2026, selling an estimated $7.65K and leaving 900 shares worth $282K. The position accounts for 0.01% of the portfolio, ranked #366.

Cannell & Spears first reported a position in IWO in Q4 2020 and has held it in 19 quarters since. The position peaked at $337K in Q4 2024. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Cannell & Spears held 900 shares of iShares Russell 2000 Growth ETF worth $282K as of Q1 2026.
  • Cannell & Spears sold 23 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $7.65K.
  • iShares Russell 2000 Growth ETF made up 0.01% of Cannell & Spears's portfolio in Q1 2026, its #366 holding.
  • Cannell & Spears first reported a position in iShares Russell 2000 Growth ETF in Q4 2020 and has held it in 19 quarters since.
  • Cannell & Spears's iShares Russell 2000 Growth ETF position peaked at $337K in Q4 2024.
  • 1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Cannell & Spears's 13F filing for Q1 2026, filed 14 May 2026.