Citigroup
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Citigroup’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Citigroup’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 		$130M Buy
415,194
+192,685
+87% +$64.1M 0.06% 317
2025
Q4 		$71.9M Buy
222,509
+156,680
+238% +$51M 0.03% 489
2025
Q3 		$21.1M Buy
65,829
+11,725
+22% +$3.54M 0.01% 1033
2025
Q2 		$15.5M Buy
54,104
+5,095
+10% +$1.34M 0.01% 1115
2025
Q1 		$12.5M Sell
49,009
-17,895
-27% -$5.05M 0.01% 1225
2024
Q4 		$19.3M Sell
66,904
-56,719
-46% -$16.8M 0.01% 986
2024
Q3 		$35.1M Buy
123,623
+51,955
+72% +$14.2M 0.02% 679
2024
Q2 		$18.8M Sell
71,668
-34,621
-33% -$8.99M 0.01% 917
2024
Q1 		$28.8M Sell
106,289
-1,197
-1% -$306K 0.02% 716
2023
Q4 		$27.1M Sell
107,486
-12,862
-11% -$2.9M 0.02% 708
2023
Q3 		$27M Sell
120,348
-46,430
-28% -$11.1M 0.02% 655
2023
Q2 		$40.5M Sell
166,778
-151,425
-48% -$34.7M 0.03% 518
2023
Q1 		$72.2M Buy
318,203
+949
+0.3% +$217K 0.05% 301
2022
Q4 		$68.1M Buy
317,254
+98,527
+45% +$21.6M 0.05% 322
2022
Q3 		$45.2M Sell
218,727
-24,039
-10% -$5.41M 0.03% 409
2022
Q2 		$50.1M Sell
242,766
-196,739
-45% -$43.9M 0.04% 384
2022
Q1 		$112M Sell
439,505
-77,137
-15% -$19.7M 0.07% 260
2021
Q4 		$151M Sell
516,642
-401,554
-44% -$121M 0.08% 220
2021
Q3 		$270M Sell
918,196
-8,925
-1% -$2.68M 0.16% 112
2021
Q2 		$289M Buy
927,121
+348,158
+60% +$105M 0.17% 106
2021
Q1 		$174M Sell
578,963
-13,457
-2% -$4.18M 0.11% 166
2020
Q4 		$170M Sell
592,420
-193,516
-25% -$49.3M 0.1% 179
2020
Q3 		$174M Buy
785,936
+4,050
+0.5% +$886K 0.11% 141
2020
Q2 		$162M Buy
781,886
+160,725
+26% +$30.1M 0.13% 134
2020
Q1 		$98.2M Sell
621,161
-203,143
-25% -$40.3M 0.09% 191
2019
Q4 		$177M Buy
824,304
+50,490
+7% +$10.2M 0.13% 145
2019
Q3 		$149M Buy
773,814
+397,259
+105% +$78.8M 0.12% 155
2019
Q2 		$75.6M Sell
376,555
-312,455
-45% -$61.8M 0.06% 300
2019
Q1 		$136M Sell
689,010
-297,515
-30% -$56.6M 0.13% 130
2018
Q4 		$166M Buy
986,525
+389,402
+65% +$72.6M 0.17% 98
2018
Q3 		$128M Buy
597,123
+550,757
+1,188% +$117M 0.11% 148
2018
Q2 		$9.47M Buy
46,366
+8,679
+23% +$1.74M 0.01% 1318
2018
Q1 		$7.18M Buy
37,687
+9,449
+33% +$1.81M 0.01% 1477
2017
Q4 		$5.27M Sell
28,238
-353,799
-93% -$64.6M ﹤0.01% 1785
2017
Q3 		$68.4M Sell
382,037
-8,830
-2% -$1.5M 0.06% 299
2017
Q2 		$66M Sell
390,867
-202,725
-34% -$33.4M 0.06% 264
2017
Q1 		$96M Sell
593,592
-12,038
-2% -$1.91M 0.09% 189
2016
Q4 		$93.2M Sell
605,630
-637,942
-51% -$95.2M 0.08% 216
2016
Q3 		$185M Buy
1,243,572
+500,111
+67% +$72.9M 0.17% 80
2016
Q2 		$102M Sell
743,461
-371,222
-33% -$50.1M 0.1% 171
2016
Q1 		$148M Buy
1,114,683
+416,830
+60% +$52M 0.17% 88
2015
Q4 		$97.3M Sell
697,853
-3,000
-0.4% -$425K 0.1% 180
2015
Q3 		$93.9M Sell
700,853
-204,491
-23% -$30.3M 0.09% 183
2015
Q2 		$140M Buy
905,344
+264,437
+41% +$40.5M 0.12% 136
2015
Q1 		$97.1M Sell
640,907
-984,367
-61% -$143M 0.09% 185
2014
Q4 		$231M Sell
1,625,274
-350,220
-18% -$47.4M 0.21% 70
2014
Q3 		$256M Buy
1,975,494
+904,081
+84% +$121M 0.22% 54
2014
Q2 		$148M Buy
1,071,413
+486,283
+83% +$63.9M 0.14% 116
2014
Q1 		$79.6M Sell
585,130
-372,481
-39% -$50.9M 0.08% 200
2013
Q4 		$130M Buy
957,611
+131,582
+16% +$17.1M 0.12% 140
2013
Q3 		$104M Sell
826,029
-8,958
-1% -$1.08M 0.1% 176
2013
Q2 		$93.1M Buy
+834,987
New +$91.2M 0.09% 164

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

Citigroup's IWO Position: Q1 2026 in Review

Citigroup increased its iShares Russell 2000 Growth ETF (IWO) stake by 87% in Q1 2026, buying an estimated $64.1M and bringing the position to 415,194 shares worth $130M. The position accounts for 0.06% of the portfolio, ranked #317.

Citigroup first reported a position in IWO in Q2 2013 and has held it in 52 quarters since. The position peaked at $289M in Q2 2021. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Citigroup held 415,194 shares of iShares Russell 2000 Growth ETF worth $130M as of Q1 2026.
  • Citigroup bought 192,685 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $64.1M.
  • iShares Russell 2000 Growth ETF made up 0.06% of Citigroup's portfolio in Q1 2026, its #317 holding.
  • Citigroup first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and has held it in 52 quarters since.
  • Citigroup's iShares Russell 2000 Growth ETF position peaked at $289M in Q2 2021.
  • 1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Citigroup's 13F filing for Q1 2026, filed 11 May 2026.