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 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 $1.37T 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

Fayez Sarofim & Co's IWO Position: Q1 2026 in Review

Fayez Sarofim & Co reduced its iShares Russell 2000 Growth ETF (IWO) stake by 3.8% in Q1 2026, selling an estimated $16.6K and leaving 1,264 shares worth $397K. The position accounts for ﹤0.01% of the portfolio, ranked #239.

Fayez Sarofim & Co first reported a position in IWO in Q3 2020 and has held it in 20 quarters since. The position peaked at $436K in Q4 2024. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

Fayez Sarofim & Co held 1,264 shares of iShares Russell 2000 Growth ETF worth $397K as of Q1 2026.
Fayez Sarofim & Co sold 50 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $16.6K.
iShares Russell 2000 Growth ETF made up ﹤0.01% of Fayez Sarofim & Co's portfolio in Q1 2026, its #239 holding.
Fayez Sarofim & Co first reported a position in iShares Russell 2000 Growth ETF in Q3 2020 and has held it in 20 quarters since.
Fayez Sarofim & Co's iShares Russell 2000 Growth ETF position peaked at $436K in Q4 2024.
1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Fayez Sarofim & Co's 13F filing for Q1 2026, filed 15 May 2026.