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

Greenleaf 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 		$314K Sell
1,001
-38
-4% -$12.6K ﹤0.01% 638
2025
Q4 		$336K Buy
1,039
+52
+5% +$16.9K ﹤0.01% 610
2025
Q3 		$316K Hold
987
– – ﹤0.01% 623
2025
Q2 		$282K Hold
987
– – ﹤0.01% 649
2025
Q1 		$252K Sell
987
-37
-4% -$10.4K ﹤0.01% 699
2024
Q4 		$295K Buy
1,024
+94
+10% +$27.8K ﹤0.01% 657
2024
Q3 		$264K Hold
930
– – ﹤0.01% 708
2024
Q2 		$244K Sell
930
-2
-0.2% -$519 ﹤0.01% 686
2024
Q1 		$252K Buy
932
+2
+0.2% +$511 ﹤0.01% 661
2023
Q4 		$235K Buy
+930
New +$210K ﹤0.01% 664
2023
Q3 		– Sell
-850
Closed -$206K – 769
2023
Q2 		$206K Buy
+850
New +$195K ﹤0.01% 720
2022
Q2 		– Sell
-850
Closed -$217K – 751
2022
Q1 		$217K Sell
850
-33
-4% -$8.45K ﹤0.01% 702
2021
Q4 		$259K Buy
883
+175
+25% +$52.7K ﹤0.01% 647
2021
Q3 		$208K Hold
708
– – ﹤0.01% 688
2021
Q2 		$221K Buy
708
+33
+5% +$9.93K ﹤0.01% 674
2021
Q1 		$203K Buy
+675
New +$209K ﹤0.01% 689
2020
Q3 		– Sell
-993
Closed -$205K – 576
2020
Q2 		$205K Sell
993
-1,995
-67% -$373K ﹤0.01% 506
2020
Q1 		$473K Sell
2,988
-83
-3% -$16.5K 0.01% 250
2019
Q4 		$658K Hold
3,071
– – 0.01% 233
2019
Q3 		$592K Buy
3,071
+1,849
+151% +$367K 0.01% 248
2019
Q2 		$245K Sell
1,222
-193
-14% -$38.2K ﹤0.01% 456
2019
Q1 		$278K Buy
1,415
+147
+12% +$28K ﹤0.01% 401
2018
Q4 		$213K Sell
1,268
-545
-30% -$102K ﹤0.01% 437
2018
Q3 		$390K Hold
1,813
– – 0.01% 333
2018
Q2 		$370K Hold
1,813
– – 0.01% 332
2018
Q1 		$346K Hold
1,813
– – 0.01% 304
2017
Q4 		$338K Buy
+1,813
New +$331K 0.01% 313

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

Greenleaf Trust's IWO Position: Q1 2026 in Review

Greenleaf Trust reduced its iShares Russell 2000 Growth ETF (IWO) stake by 3.7% in Q1 2026, selling an estimated $12.6K and leaving 1,001 shares worth $314K. The position accounts for ﹤0.01% of the portfolio, ranked #638.

Greenleaf Trust first reported a position in IWO in Q4 2017 and has held it in 27 quarters since. The position peaked at $658K in Q4 2019. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Greenleaf Trust held 1,001 shares of iShares Russell 2000 Growth ETF worth $314K as of Q1 2026.
  • Greenleaf Trust sold 38 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $12.6K.
  • iShares Russell 2000 Growth ETF made up ﹤0.01% of Greenleaf Trust's portfolio in Q1 2026, its #638 holding.
  • Greenleaf Trust first reported a position in iShares Russell 2000 Growth ETF in Q4 2017 and has held it in 27 quarters since.
  • Greenleaf Trust's iShares Russell 2000 Growth ETF position peaked at $658K in Q4 2019.
  • 1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Greenleaf Trust's 13F filing for Q1 2026, filed 27 Apr 2026.