Corsair Capital Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Corsair Capital Management’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	$2.66M	Hold	8,484	–	–	0.4%	20
2025 Q4	$2.74M	Hold	8,484	–	–	0.43%	24
2025 Q3	$2.72M	Hold	8,484	–	–	0.45%	25
2025 Q2	$2.43M	Sell	8,484 -8,484	-50%	-$2.23M	0.45%	24
2025 Q1	$4.34M	Hold	16,968	–	–	1.1%	17
2024 Q4	$4.88M	Buy	16,968 +1,968	+13%	+$582K	1.05%	19
2024 Q3	$4.26M	Buy	15,000 +200	+1%	+$54.8K	1.01%	21
2024 Q2	$3.89M	Buy	14,800 +7,300	+97%	+$1.89M	0.63%	26
2024 Q1	$2.03M	Sell	7,500 -7,500	-50%	-$1.92M	0.57%	22
2023 Q4	$3.01M	Buy	15,000 +8,042	+116%	+$1.81M	0.97%	21
2023 Q3	$1.56M	Hold	6,958	–	–	0.54%	23
2023 Q2	$1.69M	Hold	6,958	–	–	0.57%	24
2023 Q1	$1.58M	Buy	+6,958	New	+$1.59M	0.6%	23
2020 Q3	–	Sell	-15,410	Closed	-$3.19M	–	58
2020 Q2	$3.19M	Buy	+15,410	New	+$2.88M	1.3%	20
2020 Q1	–	Sell	-15,928	Closed	-$3.41M	–	60
2019 Q4	$3.41M	Buy	+15,928	New	+$3.23M	1.02%	30
2017 Q4	–	Sell	-15,408	Closed	-$2.76M	–	66
2017 Q3	$2.76M	Hold	15,408	–	–	0.46%	43
2017 Q2	$2.6M	Hold	15,408	–	–	0.47%	45
2017 Q1	$2.49M	Hold	15,408	–	–	0.43%	44
2016 Q4	$2.37M	Buy	+15,408	New	+$2.3M	0.4%	45

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Corsair Capital Management's IWO Position: Q1 2026 in Review

Corsair Capital Management held its iShares Russell 2000 Growth ETF (IWO) position steady in Q1 2026 at 8,484 shares worth $2.66M. The position accounts for 0.4% of the portfolio, ranked #20.

Corsair Capital Management first reported a position in IWO in Q4 2016 and has held it in 19 quarters since. The position peaked at $4.88M in Q4 2024. 1,021 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

Corsair Capital Management held 8,484 shares of iShares Russell 2000 Growth ETF worth $2.66M as of Q1 2026.
Corsair Capital Management left its iShares Russell 2000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 2000 Growth ETF made up 0.4% of Corsair Capital Management's portfolio in Q1 2026, its #20 holding.
Corsair Capital Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2016 and has held it in 19 quarters since.
Corsair Capital Management's iShares Russell 2000 Growth ETF position peaked at $4.88M in Q4 2024.
1,021 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Corsair Capital Management's 13F filing for Q1 2026, filed 15 May 2026.