Fayez Sarofim & Co’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Fayez Sarofim & Co’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	$498K	Hold	1,264	–	–	﹤0.01%	228
2026 Q1	$397K	Sell	1,264 -50	-4%	-$16.6K	﹤0.01%	239
2025 Q4	$424K	Hold	1,314	–	–	﹤0.01%	242
2025 Q3	$421K	Hold	1,314	–	–	﹤0.01%	251
2025 Q2	$376K	Hold	1,314	–	–	﹤0.01%	253
2025 Q1	$336K	Sell	1,314 -200	-13%	-$56.4K	﹤0.01%	260
2024 Q4	$436K	Buy	1,514 +600	+66%	+$177K	﹤0.01%	243
2024 Q3	$260K	Hold	914	–	–	﹤0.01%	264
2024 Q2	$240K	Hold	914	–	–	﹤0.01%	262
2024 Q1	$248K	Hold	914	–	–	﹤0.01%	267
2023 Q4	$235K	Hold	914	–	–	﹤0.01%	269
2023 Q3	$205K	Sell	914 -137	-13%	-$32.8K	﹤0.01%	279
2023 Q2	$255K	Buy	1,051 +137	+15%	+$31.4K	﹤0.01%	256
2023 Q1	$207K	Buy	+914	New	+$209K	﹤0.01%	272
2022 Q2	–	Sell	-914	Closed	-$234K	–	307
2022 Q1	$234K	Hold	914	–	–	﹤0.01%	309
2021 Q4	$268K	Hold	914	–	–	﹤0.01%	308
2021 Q3	$268K	Hold	914	–	–	﹤0.01%	286
2021 Q2	$285K	Hold	914	–	–	﹤0.01%	292
2021 Q1	$275K	Hold	914	–	–	﹤0.01%	266
2020 Q4	$262K	Hold	914	–	–	﹤0.01%	255
2020 Q3	$202K	Buy	+914	New	+$200K	﹤0.01%	259

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Fayez Sarofim & Co's IWO Position: Q2 2026 in Review

Fayez Sarofim & Co held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 1,264 shares worth $498K. The position accounts for ﹤0.01% of the portfolio, ranked #228.

Fayez Sarofim & Co first reported a position in IWO in Q3 2020 and has held it in 21 quarters since. 1,105 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Fayez Sarofim & Co held 1,264 shares of iShares Russell 2000 Growth ETF worth $498K as of Q2 2026.
Fayez Sarofim & Co left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up ﹤0.01% of Fayez Sarofim & Co's portfolio in Q2 2026, its #228 holding.
Fayez Sarofim & Co first reported a position in iShares Russell 2000 Growth ETF in Q3 2020 and has held it in 21 quarters since.
1,105 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Fayez Sarofim & Co's 13F filing for Q2 2026, filed 17 Aug 2026.