Envestnet Asset Management
IWO icon

Envestnet Asset Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Envestnet Asset 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 		$344M Sell
1,096,991
-24,701
-2% -$8.22M 0.09% 199
2025
Q4 		$362M Buy
1,121,692
+53,840
+5% +$17.5M 0.11% 170
2025
Q3 		$342M Buy
1,067,852
+15,090
+1% +$4.55M 0.1% 189
2025
Q2 		$301M Sell
1,052,762
-28,330
-3% -$7.46M 0.09% 210
2025
Q1 		$276M Sell
1,081,092
-23,145
-2% -$6.53M 0.09% 213
2024
Q4 		$318M Sell
1,104,237
-13,886
-1% -$4.11M 0.1% 176
2024
Q3 		$318M Buy
1,118,123
+47,569
+4% +$13M 0.1% 176
2024
Q2 		$281M Buy
1,070,554
+12,233
+1% +$3.18M 0.1% 192
2024
Q1 		$287M Sell
1,058,321
-49,926
-5% -$12.8M 0.11% 185
2023
Q4 		$280M Sell
1,108,247
-44,102
-4% -$9.94M 0.12% 169
2023
Q3 		$258M Sell
1,152,349
-17,936
-2% -$4.29M 0.12% 160
2023
Q2 		$284M Buy
1,170,285
+50,625
+5% +$11.6M 0.13% 138
2023
Q1 		$254M Sell
1,119,660
-80,499
-7% -$18.4M 0.12% 146
2022
Q4 		$257M Buy
1,200,159
+139,101
+13% +$30.5M 0.13% 135
2022
Q3 		$219M Buy
1,061,058
+18,747
+2% +$4.22M 0.13% 147
2022
Q2 		$215M Buy
1,042,311
+62,730
+6% +$14M 0.12% 156
2022
Q1 		$251M Buy
979,581
+3,997
+0.4% +$1.02M 0.13% 143
2021
Q4 		$286M Buy
975,584
+63,431
+7% +$19.1M 0.14% 130
2021
Q3 		$268M Buy
912,153
+32,116
+4% +$9.65M 0.15% 122
2021
Q2 		$274M Buy
880,037
+31,574
+4% +$9.5M 0.16% 116
2021
Q1 		$255M Sell
848,463
-46,910
-5% -$14.6M 0.17% 110
2020
Q4 		$257M Buy
895,373
+7,685
+0.9% +$1.96M 0.19% 82
2020
Q3 		$197M Buy
887,688
+39,175
+5% +$8.57M 0.17% 100
2020
Q2 		$176M Sell
848,513
-57,299
-6% -$10.7M 0.17% 98
2020
Q1 		$143M Buy
905,812
+90,343
+11% +$17.9M 0.17% 103
2019
Q4 		$175M Buy
815,469
+43,770
+6% +$8.88M 0.18% 95
2019
Q3 		$149M Buy
771,699
+34,548
+5% +$6.85M 0.16% 105
2019
Q2 		$148M Sell
737,151
-6,149
-0.8% -$1.22M 0.19% 88
2019
Q1 		$146M Sell
743,300
-22,536
-3% -$4.29M 0.2% 78
2018
Q4 		$129M Sell
765,836
-921,460
-55% -$172M 0.2% 84
2018
Q3 		$363M Buy
1,687,296
+748,309
+80% +$160M 0.63% 36
2018
Q2 		$192M Buy
938,987
+39,439
+4% +$7.89M 0.44% 41
2018
Q1 		$173M Buy
899,548
+744,035
+478% +$143M 0.49% 42
2017
Q4 		$29M Buy
155,513
+9,104
+6% +$1.66M 0.06% 157
2017
Q3 		$26.2M Buy
146,409
+3,233
+2% +$549K 0.06% 167
2017
Q2 		$24.2M Sell
143,176
-15,313
-10% -$2.52M 0.07% 172
2017
Q1 		$25.6M Buy
158,489
+8,651
+6% +$1.37M 0.08% 160
2016
Q4 		$23.1M Buy
149,838
+17,520
+13% +$2.62M 0.08% 171
2016
Q3 		$19.7M Buy
132,318
+21,908
+20% +$3.19M 0.08% 195
2016
Q2 		$15.1M Sell
110,410
-5,409
-5% -$730K 0.06% 275
2016
Q1 		$15.4M Sell
115,819
-37,271
-24% -$4.65M 0.07% 252
2015
Q4 		$21.3M Sell
153,090
-71,581
-32% -$10.2M 0.1% 186
2015
Q3 		$30.1M Sell
224,671
-165,807
-42% -$24.6M 0.15% 119
2015
Q2 		$60.4M Buy
390,478
+11,380
+3% +$1.74M 0.29% 62
2015
Q1 		$57.5M Buy
379,098
+322,806
+573% +$47M 0.3% 69
2014
Q4 		$8.02M Buy
56,292
+24,525
+77% +$3.32M 0.08% 163
2014
Q3 		$4.12M Sell
31,767
-1,956
-6% -$262K 0.04% 271
2014
Q2 		$4.67M Sell
33,723
-176,774
-84% -$23.2M 0.05% 245
2014
Q1 		$28.6M Sell
210,497
-100,565
-32% -$13.8M 0.32% 76
2013
Q4 		$42.2M Buy
311,062
+33,911
+12% +$4.39M 0.48% 57
2013
Q3 		$34.9M Buy
277,151
+57,924
+26% +$6.98M 0.43% 66
2013
Q2 		$24.4M Buy
+219,227
New +$23.9M 0.32% 76

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
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
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Envestnet Asset Management's IWO Position: Q1 2026 in Review

Envestnet Asset Management reduced its iShares Russell 2000 Growth ETF (IWO) stake by 2.2% in Q1 2026, selling an estimated $8.22M and leaving 1,096,991 shares worth $344M. The position accounts for 0.09% of the portfolio, ranked #199.

Envestnet Asset Management first reported a position in IWO in Q2 2013 and has held it in 52 quarters since. The position peaked at $363M in Q3 2018. 1,020 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Envestnet Asset Management held 1,096,991 shares of iShares Russell 2000 Growth ETF worth $344M as of Q1 2026.
  • Envestnet Asset Management sold 24,701 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $8.22M.
  • iShares Russell 2000 Growth ETF made up 0.09% of Envestnet Asset Management's portfolio in Q1 2026, its #199 holding.
  • Envestnet Asset Management first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and has held it in 52 quarters since.
  • Envestnet Asset Management's iShares Russell 2000 Growth ETF position peaked at $363M in Q3 2018.
  • 1,020 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.