Granahan Investment Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Granahan Investment Management’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	–	Sell	-1,126	Closed	-$364K	–	157
2025 Q4	$364K	Buy	+1,126	New	+$366K	0.02%	156
2025 Q1	–	Sell	-3,576	Closed	-$1.03M	–	176
2024 Q4	$1.03M	Buy	+3,576	New	+$1.06M	0.04%	158
2024 Q1	–	Sell	-1,803	Closed	-$455K	–	189
2023 Q4	$455K	Buy	+1,803	New	+$406K	0.02%	175
2023 Q1	–	Sell	-2,812	Closed	-$603K	–	172
2022 Q4	$603K	Sell	2,812 -2,976	-51%	-$652K	0.02%	166
2022 Q3	$1.2M	Buy	+5,788	New	+$1.3M	0.04%	165
2015 Q4	–	Sell	-250,380	Closed	-$33.5M	–	247
2015 Q3	$33.5M	Buy	+250,380	New	+$37.1M	1.04%	18
2014 Q3	–	Sell	-27,300	Closed	-$3.78M	–	212
2014 Q2	$3.78M	Buy	+27,300	New	+$3.59M	0.11%	176

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

Granahan Investment Management's IWO Position: Q1 2026 in Review

Granahan Investment Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2026, closing a stake of 1,126 shares — an estimated $364K sold.

Granahan Investment Management first reported a position in IWO in Q2 2014 and held it in 7 quarters. The position peaked at $33.5M in Q3 2015. 1,021 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

Granahan Investment Management reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2026 after selling out during the quarter.
Granahan Investment Management sold 1,126 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $364K.
Granahan Investment Management first reported a position in iShares Russell 2000 Growth ETF in Q2 2014 and held it in 7 quarters.
Granahan Investment Management's iShares Russell 2000 Growth ETF position peaked at $33.5M in Q3 2015.
1,021 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Granahan Investment Management's 13F filing for Q1 2026, filed 15 May 2026.