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 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 $1.37T 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

First Manhattan's IWO Position: Q1 2026 in Review

First Manhattan held its iShares Russell 2000 Growth ETF (IWO) position steady in Q1 2026 at 883 shares worth $277K. The position accounts for ﹤0.01% of the portfolio, ranked #672.

First Manhattan first reported a position in IWO in Q2 2016 and has held it in 16 quarters since. The position peaked at $286K in Q3 2025. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

First Manhattan held 883 shares of iShares Russell 2000 Growth ETF worth $277K as of Q1 2026.
First Manhattan left its iShares Russell 2000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 2000 Growth ETF made up ﹤0.01% of First Manhattan's portfolio in Q1 2026, its #672 holding.
First Manhattan first reported a position in iShares Russell 2000 Growth ETF in Q2 2016 and has held it in 16 quarters since.
First Manhattan's iShares Russell 2000 Growth ETF position peaked at $286K in Q3 2025.
1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on First Manhattan's 13F filing for Q1 2026, filed 15 May 2026.