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Glenview Trust’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Glenview Trust’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 		$864K Hold
2,752
– – 0.01% 302
2025
Q4 		$889K Sell
2,752
-5
-0.2% -$1.63K 0.01% 302
2025
Q3 		$882K Sell
2,757
-65
-2% -$19.6K 0.01% 306
2025
Q2 		$807K Hold
2,822
– – 0.01% 306
2025
Q1 		$721K Sell
2,822
-328
-10% -$92.6K 0.01% 309
2024
Q4 		$907K Sell
3,150
-111
-3% -$32.8K 0.02% 285
2024
Q3 		$926K Sell
3,261
-268
-8% -$73.4K 0.02% 277
2024
Q2 		$926K Buy
3,529
+33
+0.9% +$8.57K 0.02% 260
2024
Q1 		$947K Sell
3,496
-30
-0.9% -$7.67K 0.02% 262
2023
Q4 		$889K Buy
3,526
+427
+14% +$96.3K 0.02% 259
2023
Q3 		$695K Hold
3,099
– – 0.02% 269
2023
Q2 		$752K Sell
3,099
-450
-13% -$103K 0.02% 265
2023
Q1 		$805K Buy
3,549
+850
+31% +$194K 0.02% 252
2022
Q4 		$579K Hold
2,699
– – 0.02% 284
2022
Q3 		$558K Hold
2,699
– – 0.02% 259
2022
Q2 		$557K Buy
2,699
+14
+0.5% +$3.12K 0.02% 263
2022
Q1 		$687K Hold
2,685
– – 0.02% 250
2021
Q4 		$787K Hold
2,685
– – 0.03% 229
2021
Q3 		$788K Hold
2,685
– – 0.03% 214
2021
Q2 		$837K Buy
2,685
+133
+5% +$40K 0.03% 204
2021
Q1 		$767K Hold
2,552
– – 0.03% 206
2020
Q4 		$732K Sell
2,552
-118
-4% -$30.1K 0.03% 200
2020
Q3 		$591K Buy
2,670
+45
+2% +$9.85K 0.03% 213
2020
Q2 		$543K Sell
2,625
-451
-15% -$84.3K 0.03% 219
2020
Q1 		$487K Hold
3,076
– – 0.03% 210
2019
Q4 		$659K Hold
3,076
– – 0.04% 210
2019
Q3 		$593K Buy
3,076
+429
+16% +$85.1K 0.04% 224
2019
Q2 		$532K Hold
2,647
– – 0.03% 227
2019
Q1 		$521K Hold
2,647
– – 0.03% 229
2018
Q4 		$445K Hold
2,647
– – 0.03% 236
2018
Q3 		$569K Buy
2,647
+175
+7% +$37.3K 0.04% 221
2018
Q2 		$505K Hold
2,472
– – 0.04% 208
2018
Q1 		$471K Buy
2,472
+72
+3% +$13.8K 0.03% 239
2017
Q4 		$448K Hold
2,400
– – 0.03% 253
2017
Q3 		$430K Buy
+2,400
New +$408K 0.03% 247

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 $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $4.69B AUM 20.56% 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 $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

Glenview Trust's IWO Position: Q1 2026 in Review

Glenview Trust held its iShares Russell 2000 Growth ETF (IWO) position steady in Q1 2026 at 2,752 shares worth $864K. The position accounts for 0.01% of the portfolio, ranked #302.

Glenview Trust first reported a position in IWO in Q3 2017 and has held it in 35 quarters since. The position peaked at $947K in Q1 2024. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Glenview Trust held 2,752 shares of iShares Russell 2000 Growth ETF worth $864K as of Q1 2026.
  • Glenview Trust left its iShares Russell 2000 Growth ETF share count unchanged in Q1 2026.
  • iShares Russell 2000 Growth ETF made up 0.01% of Glenview Trust's portfolio in Q1 2026, its #302 holding.
  • Glenview Trust first reported a position in iShares Russell 2000 Growth ETF in Q3 2017 and has held it in 35 quarters since.
  • Glenview Trust's iShares Russell 2000 Growth ETF position peaked at $947K in Q1 2024.
  • 1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Glenview Trust's 13F filing for Q1 2026, filed 8 May 2026.