Janney Montgomery Scott
IWO icon

Janney Montgomery Scott’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Janney Montgomery Scott’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 		$3.15M Sell
10,053
-576
-5% -$192K 0.01% 1053
2025
Q4 		$3.43M Sell
10,629
-1,362
-11% -$443K 0.01% 1073
2025
Q3 		$3.84M Sell
11,991
-927
-7% -$280K 0.01% 998
2025
Q2 		$3.69M Sell
12,918
-5,069
-28% -$1.33M 0.01% 934
2025
Q1 		$4.6M Sell
17,987
-2,849
-14% -$804K 0.01% 808
2024
Q4 		$6M Sell
20,836
-560
-3% -$166K 0.02% 714
2024
Q3 		$6.08M Sell
21,396
-1,141
-5% -$313K 0.02% 696
2024
Q2 		$5.92M Sell
22,537
-2,573
-10% -$668K 0.02% 668
2024
Q1 		$6.8M Sell
25,110
-38,163
-60% -$9.75M 0.02% 645
2023
Q4 		$16M Buy
63,273
+32,869
+108% +$7.41M 0.05% 359
2023
Q3 		$6.82M Buy
30,404
+192
+0.6% +$46K 0.03% 556
2023
Q2 		$7.33M Buy
30,212
+1,820
+6% +$417K 0.03% 567
2023
Q1 		$6.44M Sell
28,392
-478
-2% -$109K 0.03% 550
2022
Q4 		$6.19M Buy
28,870
+10,389
+56% +$2.28M 0.02% 592
2022
Q3 		$3.82M Buy
18,481
+865
+5% +$195K 0.02% 715
2022
Q2 		$3.7M Sell
17,616
-1,883
-10% -$420K 0.02% 689
2022
Q1 		$4.99M Sell
19,499
-911
-4% -$233K 0.02% 604
2021
Q4 		$5.98M Sell
20,410
-6,997
-26% -$2.11M 0.02% 569
2021
Q3 		$8.05M Buy
27,407
+4,773
+21% +$1.43M 0.03% 439
2021
Q2 		$7.05M Sell
22,634
-3,132
-12% -$942K 0.03% 477
2021
Q1 		$7.75M Buy
25,766
+2,880
+13% +$894K 0.04% 400
2020
Q4 		$6.56M Buy
22,886
+3,042
+15% +$775K 0.03% 458
2020
Q3 		$4.4M Buy
19,844
+1,228
+7% +$269K 0.03% 529
2020
Q2 		$3.85M Sell
18,616
-206
-1% -$38.5K 0.02% 529
2020
Q1 		$2.98M Buy
18,822
+7,206
+62% +$1.43M 0.02% 552
2019
Q4 		$2.49M Buy
11,616
+149
+1% +$30.2K 0.02% 705
2019
Q3 		$2.21M Sell
11,467
-40
-0.3% -$7.93K 0.02% 724
2019
Q2 		$2.31M Sell
11,507
-254
-2% -$50.2K 0.02% 680
2019
Q1 		$2.31M Buy
11,761
+408
+4% +$77.6K 0.02% 647
2018
Q4 		$1.91M Sell
11,353
-34
-0.3% -$6.34K 0.02% 657
2018
Q3 		$2.45M Sell
11,387
-687
-6% -$146K 0.02% 637
2018
Q2 		$2.47M Sell
12,074
-3,989
-25% -$798K 0.02% 595
2018
Q1 		$3.06M Sell
16,063
-12,441
-44% -$2.39M 0.03% 503
2017
Q4 		$5.32M Buy
28,504
+9,891
+53% +$1.81M 0.06% 346
2017
Q3 		$3.33M Sell
18,613
-4,686
-20% -$796K 0.04% 435
2017
Q2 		$3.93M Sell
23,299
-6,986
-23% -$1.15M 0.05% 373
2017
Q1 		$4.9M Buy
30,285
+13,257
+78% +$2.1M 0.07% 301
2016
Q4 		$2.62M Buy
17,028
+34
+0.2% +$5.08K 0.04% 421
2016
Q3 		$2.53M Sell
16,994
-16,918
-50% -$2.47M 0.04% 378
2016
Q2 		$4.65M Buy
33,912
+17,059
+101% +$2.3M 0.09% 174
2016
Q1 		$2.23M Sell
16,853
-4,039
-19% -$504K 0.06% 299
2015
Q4 		$2.91M Buy
20,892
+4,805
+30% +$681K 0.08% 270
2015
Q3 		$2.15M Sell
16,087
-400
-2% -$59.3K 0.06% 321
2015
Q2 		$2.55M Buy
16,487
+349
+2% +$53.5K 0.05% 419
2015
Q1 		$2.45M Sell
16,138
-169
-1% -$24.6K 0.05% 491
2014
Q4 		$2.32M Buy
16,307
+384
+2% +$52K 0.05% 494
2014
Q3 		$2.07M Buy
15,923
+1,503
+10% +$201K 0.04% 513
2014
Q2 		$2M Sell
14,420
-530
-4% -$69.7K 0.04% 504
2014
Q1 		$2.03M Buy
14,950
+2,667
+22% +$365K 0.05% 454
2013
Q4 		$1.66M Sell
12,283
-246
-2% -$31.9K 0.04% 509
2013
Q3 		$1.58M Buy
+12,529
New +$1.51M 0.05% 471

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

Janney Montgomery Scott's IWO Position: Q1 2026 in Review

Janney Montgomery Scott reduced its iShares Russell 2000 Growth ETF (IWO) stake by 5.4% in Q1 2026, selling an estimated $192K and leaving 10,053 shares worth $3.15M. The position accounts for 0.01% of the portfolio, ranked #1053.

Janney Montgomery Scott first reported a position in IWO in Q3 2013 and has held it in 51 quarters since. The position peaked at $16M in Q4 2023. 1,020 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Janney Montgomery Scott held 10,053 shares of iShares Russell 2000 Growth ETF worth $3.15M as of Q1 2026.
  • Janney Montgomery Scott sold 576 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $192K.
  • iShares Russell 2000 Growth ETF made up 0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #1053 holding.
  • Janney Montgomery Scott first reported a position in iShares Russell 2000 Growth ETF in Q3 2013 and has held it in 51 quarters since.
  • Janney Montgomery Scott's iShares Russell 2000 Growth ETF position peaked at $16M in Q4 2023.
  • 1,020 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.