ClearBridge Investments
IWO icon

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

ClearBridge Investments’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 		$46M Buy
116,668
+99,700
+588% +$36.4M 0.04% 338
2026
Q1 		$5.32M Buy
16,968
+168
+1% +$55.9K ﹤0.01% 548
2025
Q4 		$5.43M Buy
16,800
+15,864
+1,695% +$5.16M ﹤0.01% 570
2025
Q3 		$300K Sell
936
-29,932
-97% -$9.03M ﹤0.01% 692
2025
Q2 		$8.82M Buy
30,868
+20,700
+204% +$5.45M 0.01% 497
2025
Q1 		$2.6M Buy
10,168
+8,244
+428% +$2.33M ﹤0.01% 596
2024
Q4 		$554K Sell
1,924
-54,685
-97% -$16.2M ﹤0.01% 665
2024
Q3 		$16.1M Buy
+56,609
New +$15.5M 0.01% 477
2020
Q2 		– Sell
-914
Closed -$145K – 1007
2020
Q1 		$145K Sell
914
-1,261
-58% -$250K ﹤0.01% 714
2019
Q4 		$467K Buy
+2,175
New +$441K ﹤0.01% 687
2019
Q1 		– Sell
-2,049
Closed -$344K – 1100
2018
Q4 		$344K Buy
+2,049
New +$382K ﹤0.01% 748
2018
Q1 		– Sell
-43
Closed -$8K – 1204
2017
Q4 		$8K Buy
+43
New +$7.85K ﹤0.01% 1055
2017
Q1 		– Sell
-130
Closed -$20K – 1148
2016
Q4 		$20K Buy
+130
New +$19.4K ﹤0.01% 966
2016
Q1 		– Sell
-1,563
Closed -$218K – 1083
2015
Q4 		$218K Buy
1,563
+1,421
+1,001% +$202K ﹤0.01% 813
2015
Q3 		$19K Buy
+142
New +$21K ﹤0.01% 1028
2015
Q1 		– Sell
-936
Closed -$133K – 1184
2014
Q4 		$133K Buy
+936
New +$127K ﹤0.01% 897

Other funds holding IWO

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
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 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
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

ClearBridge Investments's IWO Position: Q2 2026 in Review

ClearBridge Investments increased its iShares Russell 2000 Growth ETF (IWO) stake by 588% in Q2 2026, buying an estimated $36.4M and bringing the position to 116,668 shares worth $46M. The position accounts for 0.04% of the portfolio, ranked #338.

ClearBridge Investments first reported a position in IWO in Q4 2014 and has held it in 16 quarters since. 970 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • ClearBridge Investments held 116,668 shares of iShares Russell 2000 Growth ETF worth $46M as of Q2 2026.
  • ClearBridge Investments bought 99,700 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $36.4M.
  • iShares Russell 2000 Growth ETF made up 0.04% of ClearBridge Investments's portfolio in Q2 2026, its #338 holding.
  • ClearBridge Investments first reported a position in iShares Russell 2000 Growth ETF in Q4 2014 and has held it in 16 quarters since.
  • 970 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on ClearBridge Investments's 13F filing for Q2 2026, filed 13 Aug 2026.