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David Shaw’s iShares Russell 2000 Growth ETF IWO Stock Holding History

David Shaw’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 		– Sell
-57,516
Closed -$18M – 5050
2026
Q1 		$18M Buy
57,516
+41,234
+253% +$13.7M 0.01% 1220
2025
Q4 		$5.26M Buy
+16,282
New +$5.3M ﹤0.01% 2253
2025
Q2 		– Sell
-2,055
Closed -$525K – 4521
2025
Q1 		$525K Sell
2,055
-1,441
-41% -$407K ﹤0.01% 3482
2024
Q4 		$1.01M Sell
3,496
-14,646
-81% -$4.33M ﹤0.01% 3202
2024
Q3 		$5.15M Sell
18,142
-27,812
-61% -$7.62M ﹤0.01% 1921
2024
Q2 		$12.1M Buy
+45,954
New +$11.9M 0.01% 1222

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

David Shaw's IWO Position: Q2 2026 in Review

David Shaw sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2026, closing a stake of 57,516 shares — an estimated $18M sold.

David Shaw first reported a position in IWO in Q2 2024 and held it in 6 quarters. The position peaked at $18M in Q1 2026. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • David Shaw reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2026 after selling out during the quarter.
  • David Shaw sold 57,516 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $18M.
  • David Shaw first reported a position in iShares Russell 2000 Growth ETF in Q2 2024 and held it in 6 quarters.
  • David Shaw's iShares Russell 2000 Growth ETF position peaked at $18M in Q1 2026.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.