Chevy Chase Trust
IWO icon

Chevy Chase Trust’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Chevy Chase Trust’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 		– Sell
-781
Closed -$252K – 649
2025
Q4 		$252K Hold
781
– – ﹤0.01% 621
2025
Q3 		$250K Buy
781
+44
+6% +$13.3K ﹤0.01% 614
2025
Q2 		$211K Sell
737
-710
-49% -$187K ﹤0.01% 628
2025
Q1 		$370K Sell
1,447
-824
-36% -$233K ﹤0.01% 602
2024
Q4 		$654K Sell
2,271
-576
-20% -$170K ﹤0.01% 588
2024
Q3 		$809K Buy
+2,847
New +$780K ﹤0.01% 571
2021
Q4 		– Sell
-744
Closed -$218K – 680
2021
Q3 		$218K Sell
744
-80
-10% -$24K ﹤0.01% 647
2021
Q2 		$257K Hold
824
– – ﹤0.01% 650
2021
Q1 		$248K Hold
824
– – ﹤0.01% 651
2020
Q4 		$236K Buy
+824
New +$210K ﹤0.01% 635
2020
Q2 		– Sell
-1,297
Closed -$205K – 652
2020
Q1 		$205K Buy
1,297
+923
+247% +$183K ﹤0.01% 617
2019
Q4 		$80K Buy
+374
New +$75.9K ﹤0.01% 750
2019
Q1 		– Sell
-374
Closed -$63K – 688
2018
Q4 		$63K Buy
+374
New +$69.8K ﹤0.01% 684
2018
Q3 		– Sell
-2,486
Closed -$508K – 684
2018
Q2 		$508K Buy
+2,486
New +$497K ﹤0.01% 591
2015
Q3 		– Sell
-222
Closed -$34K – 663
2015
Q2 		$34K Hold
222
– – ﹤0.01% 667
2015
Q1 		$34K Sell
222
-1,742
-89% -$254K ﹤0.01% 670
2014
Q4 		$280K Hold
1,964
– – ﹤0.01% 635
2014
Q3 		$255K Buy
1,964
+292
+17% +$39.1K ﹤0.01% 653
2014
Q2 		$232K Sell
1,672
-595
-26% -$78.2K ﹤0.01% 653
2014
Q1 		$308K Sell
2,267
-190
-8% -$26K ﹤0.01% 625
2013
Q4 		$333K Hold
2,457
– – ﹤0.01% 609
2013
Q3 		$309K Hold
2,457
– – ﹤0.01% 613
2013
Q2 		$274K Buy
+2,457
New +$268K ﹤0.01% 612

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
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

Chevy Chase Trust's IWO Position: Q1 2026 in Review

Chevy Chase Trust sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2026, closing a stake of 781 shares — an estimated $252K sold.

Chevy Chase Trust first reported a position in IWO in Q2 2013 and held it in 23 quarters. The position peaked at $809K in Q3 2024. 1,025 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Chevy Chase Trust reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Chevy Chase Trust sold 781 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $252K.
  • Chevy Chase Trust first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and held it in 23 quarters.
  • Chevy Chase Trust's iShares Russell 2000 Growth ETF position peaked at $809K in Q3 2024.
  • 1,025 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Chevy Chase Trust's 13F filing for Q1 2026, filed 15 May 2026.