First Manhattan’s iShares Russell 2000 Growth ETF IWO Stock Holding History

First Manhattan’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	-883	Closed	-$277K	–	774
2026 Q1	$277K	Hold	883	–	–	﹤0.01%	672
2025 Q4	$285K	Sell	883 -12	-1%	-$3.9K	﹤0.01%	655
2025 Q3	$286K	Buy	+895	New	+$270K	﹤0.01%	633
2024 Q2	–	Sell	-39	Closed	-$10.6K	–	997
2024 Q1	$10.6K	Hold	39	–	–	﹤0.01%	1103
2023 Q4	$9.84K	Hold	39	–	–	﹤0.01%	1122
2023 Q3	$8.74K	Buy	+39	New	+$9.33K	﹤0.01%	1156
2022 Q3	–	Sell	-105	Closed	-$21K	–	1594
2022 Q2	$21K	Buy	+105	New	+$23.4K	﹤0.01%	1098
2021 Q4	–	Sell	-7	Closed	-$2K	–	1620
2021 Q3	$2K	Buy	+7	New	+$2.1K	﹤0.01%	1518
2018 Q2	–	Sell	-40	Closed	-$7K	–	1388
2018 Q1	$7K	Hold	40	–	–	﹤0.01%	1227
2017 Q4	$7K	Hold	40	–	–	﹤0.01%	1280
2017 Q3	$7K	Hold	40	–	–	﹤0.01%	1256
2017 Q2	$6K	Hold	40	–	–	﹤0.01%	1221
2017 Q1	$6K	Hold	40	–	–	﹤0.01%	1238
2016 Q4	$6K	Hold	40	–	–	﹤0.01%	1224
2016 Q3	$5K	Hold	40	–	–	﹤0.01%	1260
2016 Q2	$5K	Buy	+40	New	+$5.4K	﹤0.01%	1313

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

First Manhattan's IWO Position: Q2 2026 in Review

First Manhattan sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2026, closing a stake of 883 shares — an estimated $277K sold.

First Manhattan first reported a position in IWO in Q2 2016 and held it in 16 quarters. The position peaked at $286K in Q3 2025. 1,105 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

First Manhattan reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2026 after selling out during the quarter.
First Manhattan sold 883 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $277K.
First Manhattan first reported a position in iShares Russell 2000 Growth ETF in Q2 2016 and held it in 16 quarters.
First Manhattan's iShares Russell 2000 Growth ETF position peaked at $286K in Q3 2025.
1,105 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on First Manhattan's 13F filing for Q2 2026, filed 14 Aug 2026.