CI Investments Inc
IWO icon

CI Investments Inc’s iShares Russell 2000 Growth ETF IWO Stock Holding History

CI Investments Inc’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 		$697K Hold
2,221
– – ﹤0.01% 457
2025
Q4 		$717K Sell
2,221
-444
-17% -$144K ﹤0.01% 460
2025
Q3 		$853K Hold
2,665
– – ﹤0.01% 456
2025
Q2 		$762K Sell
2,665
-111
-4% -$29.2K ﹤0.01% 465
2025
Q1 		$709K Sell
2,776
-110
-4% -$31K ﹤0.01% 469
2024
Q4 		$831K Hold
2,886
– – ﹤0.01% 447
2024
Q3 		$820K Hold
2,886
– – ﹤0.01% 426
2024
Q2 		$758K Sell
2,886
-110
-4% -$28.6K ﹤0.01% 420
2024
Q1 		$811K Hold
2,996
– – ﹤0.01% 415
2023
Q4 		$756K Hold
2,996
– – ﹤0.01% 393
2023
Q3 		$672K Sell
2,996
-110
-4% -$26.3K ﹤0.01% 401
2023
Q2 		$754K Hold
3,106
– – ﹤0.01% 394
2023
Q1 		$705K Sell
3,106
-110
-3% -$25.2K ﹤0.01% 399
2022
Q4 		$690K Hold
3,216
– – ﹤0.01% 400
2022
Q3 		$664K Sell
3,216
-110
-3% -$24.8K ﹤0.01% 402
2022
Q2 		$686K Buy
3,326
+110
+3% +$24.5K ﹤0.01% 416
2022
Q1 		$822K Buy
3,216
+110
+4% +$28.2K ﹤0.01% 461
2021
Q4 		$910K Sell
3,106
-110
-3% -$33.2K ﹤0.01% 471
2021
Q3 		$944K Sell
3,216
-330
-9% -$99.1K ﹤0.01% 463
2021
Q2 		$1.1M Sell
3,546
-110
-3% -$33.1K ﹤0.01% 452
2021
Q1 		$1.1M Sell
3,656
-1,338
-27% -$415K ﹤0.01% 382
2020
Q4 		$1.43M Sell
4,994
-322
-6% -$82.1K 0.01% 355
2020
Q3 		$1.18M Buy
+5,316
New +$1.16M 0.01% 347

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 $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 $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 $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 $26B AUM

CI Investments Inc's IWO Position: Q1 2026 in Review

CI Investments Inc held its iShares Russell 2000 Growth ETF (IWO) position steady in Q1 2026 at 2,221 shares worth $697K. The position accounts for ﹤0.01% of the portfolio, ranked #457.

CI Investments Inc first reported a position in IWO in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.43M in Q4 2020. 1,024 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • CI Investments Inc held 2,221 shares of iShares Russell 2000 Growth ETF worth $697K as of Q1 2026.
  • CI Investments Inc left its iShares Russell 2000 Growth ETF share count unchanged in Q1 2026.
  • iShares Russell 2000 Growth ETF made up ﹤0.01% of CI Investments Inc's portfolio in Q1 2026, its #457 holding.
  • CI Investments Inc first reported a position in iShares Russell 2000 Growth ETF in Q3 2020 and has held it in 23 quarters since.
  • CI Investments Inc's iShares Russell 2000 Growth ETF position peaked at $1.43M in Q4 2020.
  • 1,024 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on CI Investments Inc's 13F filing for Q1 2026, filed 13 May 2026.