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Citizens Financial Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Citizens Financial Group’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 		$3.67M Buy
9,319
+298
+3% +$109K 0.04% 229
2026
Q1 		$2.83M Buy
9,021
+967
+12% +$322K 0.04% 241
2025
Q4 		$2.6M Buy
8,054
+10
+0.1% +$3.25K 0.03% 247
2025
Q3 		$2.57M Buy
8,044
+22
+0.3% +$6.64K 0.04% 244
2025
Q2 		$2.29M Buy
8,022
+1,262
+19% +$332K 0.04% 244
2025
Q1 		$1.73M Buy
6,760
+626
+10% +$177K 0.03% 251
2024
Q4 		$1.77M Buy
6,134
+522
+9% +$154K 0.03% 233
2024
Q3 		$1.59M Buy
5,612
+1
+0% +$274 0.03% 240
2024
Q2 		$1.47M Buy
5,611
+1,922
+52% +$499K 0.03% 236
2024
Q1 		$999K Sell
3,689
-38
-1% -$9.71K 0.03% 206
2023
Q4 		$940K Sell
3,727
-1,342
-26% -$302K 0.03% 226
2023
Q3 		$1.14M Buy
5,069
+49
+1% +$11.7K 0.05% 183
2023
Q2 		$1.22M Sell
5,020
-174
-3% -$39.9K 0.04% 197
2023
Q1 		$1.18M Sell
5,194
-565
-10% -$129K 0.04% 202
2022
Q4 		$1.24M Sell
5,759
-220
-4% -$48.2K 0.05% 180
2022
Q3 		$1.24M Sell
5,979
-1,089
-15% -$245K 0.05% 169
2022
Q2 		$1.46M Buy
7,068
+2,817
+66% +$628K 0.06% 162
2022
Q1 		$1.09M Buy
4,251
+2,144
+102% +$549K 0.04% 202
2021
Q4 		$618K Sell
2,107
-55
-3% -$16.6K 0.02% 265
2021
Q3 		$635K Buy
+2,162
New +$650K 0.02% 258
2020
Q3 		– Sell
-58
Closed -$12K – 572
2020
Q2 		$12K Hold
58
– – ﹤0.01% 736
2020
Q1 		$9K Sell
58
-74
-56% -$14.7K ﹤0.01% 772
2019
Q4 		$28K Buy
132
+74
+128% +$15K ﹤0.01% 552
2019
Q3 		$11K Hold
58
– – ﹤0.01% 552
2019
Q2 		$12K Hold
58
– – ﹤0.01% 519
2019
Q1 		$11K Buy
+58
New +$11K ﹤0.01% 491
2016
Q1 		– Sell
-1,015
Closed -$141K – 725
2015
Q4 		$141K Buy
+1,015
New +$144K 0.01% 261

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

Citizens Financial Group's IWO Position: Q2 2026 in Review

Citizens Financial Group increased its iShares Russell 2000 Growth ETF (IWO) stake by 3.3% in Q2 2026, buying an estimated $109K and bringing the position to 9,319 shares worth $3.67M. The position accounts for 0.04% of the portfolio, ranked #229.

Citizens Financial Group first reported a position in IWO in Q4 2015 and has held it in 27 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Citizens Financial Group held 9,319 shares of iShares Russell 2000 Growth ETF worth $3.67M as of Q2 2026.
  • Citizens Financial Group bought 298 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $109K.
  • iShares Russell 2000 Growth ETF made up 0.04% of Citizens Financial Group's portfolio in Q2 2026, its #229 holding.
  • Citizens Financial Group first reported a position in iShares Russell 2000 Growth ETF in Q4 2015 and has held it in 27 quarters since.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Citizens Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.