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Essex Investment Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Essex Investment 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 		$693K Buy
2,208
+298
+16% +$99.1K 0.11% 158
2025
Q4 		$617K Buy
+1,910
New +$621K 0.09% 164
2025
Q3 		– Sell
-974
Closed -$278K – 309
2025
Q2 		$278K Sell
974
-512
-34% -$135K 0.05% 176
2025
Q1 		$380K Buy
1,486
+992
+201% +$280K 0.08% 166
2024
Q4 		$142K Sell
494
-634
-56% -$188K 0.03% 207
2024
Q3 		$320K Buy
1,128
+180
+19% +$49.3K 0.06% 172
2024
Q2 		$249K Sell
948
-534
-36% -$139K 0.05% 182
2024
Q1 		$401K Hold
1,482
– – 0.08% 179
2023
Q4 		$374K Sell
1,482
-1,922
-56% -$433K 0.07% 189
2023
Q3 		$763K Buy
3,404
+2,979
+701% +$713K 0.12% 214
2023
Q2 		$103K Sell
425
-189
-31% -$43.3K 0.01% 305
2023
Q1 		$139K Sell
614
-1,546
-72% -$354K 0.02% 290
2022
Q4 		$463K Buy
2,160
+2,146
+15,329% +$470K 0.07% 251
2022
Q3 		$3K Sell
14
-377
-96% -$84.9K ﹤0.01% 404
2022
Q2 		$81K Hold
391
– – 0.01% 317
2022
Q1 		$100K Sell
391
-12,424
-97% -$3.18M 0.01% 314
2021
Q4 		$3.75M Buy
12,815
+12,773
+30,412% +$3.85M 0.43% 66
2021
Q3 		$12K Buy
+42
New +$12.6K ﹤0.01% 392
2021
Q2 		– Sell
-1,098
Closed -$330K – 445
2021
Q1 		$330K Sell
1,098
-478
-30% -$148K 0.04% 313
2020
Q4 		$452K Buy
1,576
+384
+32% +$97.9K 0.06% 297
2020
Q3 		$264K Sell
1,192
-408
-26% -$89.3K 0.04% 341
2020
Q2 		$331K Sell
1,600
-909
-36% -$170K 0.05% 286
2020
Q1 		$397K Buy
2,509
+2,194
+697% +$436K 0.08% 239
2019
Q4 		$67K Hold
315
– – 0.01% 397
2019
Q3 		$61K Sell
315
-497
-61% -$98.5K 0.01% 393
2019
Q2 		$163K Hold
812
– – 0.02% 366
2019
Q1 		$160K Sell
812
-413
-34% -$78.6K 0.02% 360
2018
Q4 		$206K Sell
1,225
-602
-33% -$112K 0.03% 330
2018
Q3 		$393K Sell
1,827
-214
-10% -$45.6K 0.05% 318
2018
Q2 		$417K Buy
2,041
+63
+3% +$12.6K 0.05% 299
2018
Q1 		$377K Buy
+1,978
New +$380K 0.05% 288
2017
Q2 		– Sell
-4,885
Closed -$790K – 349
2017
Q1 		$790K Buy
+4,885
New +$775K 0.12% 217
2015
Q1 		– Sell
-3,915
Closed -$557K – 340
2014
Q4 		$557K Buy
+3,915
New +$530K 0.08% 208
2014
Q1 		– Sell
-1,490
Closed -$202K – 361
2013
Q4 		$202K Buy
+1,490
New +$193K 0.03% 344

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 $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 $871B AUM 31.28% 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 $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Essex Investment Management's IWO Position: Q1 2026 in Review

Essex Investment Management increased its iShares Russell 2000 Growth ETF (IWO) stake by 16% in Q1 2026, buying an estimated $99.1K and bringing the position to 2,208 shares worth $693K. The position accounts for 0.11% of the portfolio, ranked #158.

Essex Investment Management first reported a position in IWO in Q4 2013 and has held it in 34 quarters since. The position peaked at $3.75M in Q4 2021. 1,024 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Essex Investment Management held 2,208 shares of iShares Russell 2000 Growth ETF worth $693K as of Q1 2026.
  • Essex Investment Management bought 298 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $99.1K.
  • iShares Russell 2000 Growth ETF made up 0.11% of Essex Investment Management's portfolio in Q1 2026, its #158 holding.
  • Essex Investment Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2013 and has held it in 34 quarters since.
  • Essex Investment Management's iShares Russell 2000 Growth ETF position peaked at $3.75M in Q4 2021.
  • 1,024 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Essex Investment Management's 13F filing for Q1 2026, filed 11 May 2026.