Jasper Ridge Partners’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Jasper Ridge Partners’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 Q2	$2.03M	Hold	5,145	–	–	0.04%	77
2026 Q1	$1.61M	Hold	5,145	–	–	0.04%	73
2025 Q4	$1.66M	Hold	5,145	–	–	0.04%	79
2025 Q3	$1.65M	Hold	5,145	–	–	0.04%	80
2025 Q2	$1.47M	Hold	5,145	–	–	0.04%	79
2025 Q1	$1.31M	Hold	5,145	–	–	0.04%	77
2024 Q4	$1.48M	Hold	5,145	–	–	0.05%	78
2024 Q3	$1.46M	Hold	5,145	–	–	0.04%	83
2024 Q2	$1.35M	Hold	5,145	–	–	0.04%	88
2024 Q1	$1.39M	Hold	5,145	–	–	0.04%	88
2023 Q4	$1.3M	Hold	5,145	–	–	0.05%	80
2023 Q3	$1.15M	Hold	5,145	–	–	0.05%	78
2023 Q2	$1.25M	Hold	5,145	–	–	0.06%	72
2023 Q1	$1.17M	Buy	5,145 +1,887	+58%	+$432K	0.06%	78
2022 Q4	$699K	Hold	3,258	–	–	0.04%	91
2022 Q3	$673K	Hold	3,258	–	–	0.05%	91
2022 Q2	$672K	Hold	3,258	–	–	0.04%	91
2022 Q1	$833K	Hold	3,258	–	–	0.04%	94
2021 Q4	$955K	Hold	3,258	–	–	0.04%	98
2021 Q3	$957K	Hold	3,258	–	–	0.04%	103
2021 Q2	$1.01M	Hold	3,258	–	–	0.05%	95
2021 Q1	$980K	Hold	3,258	–	–	0.05%	86
2020 Q4	$934K	Hold	3,258	–	–	0.04%	84
2020 Q3	$722K	Hold	3,258	–	–	0.04%	84
2020 Q2	$674K	Hold	3,258	–	–	0.05%	76
2020 Q1	$515K	Hold	3,258	–	–	0.04%	71
2019 Q4	$698K	Hold	3,258	–	–	0.05%	70
2019 Q3	$628K	Hold	3,258	–	–	0.03%	64
2019 Q2	$654K	Hold	3,258	–	–	0.03%	64
2019 Q1	$641K	Hold	3,258	–	–	0.03%	56
2018 Q4	$547K	Hold	3,258	–	–	0.03%	47
2018 Q3	$701K	Hold	3,258	–	–	0.04%	50
2018 Q2	$666K	Hold	3,258	–	–	0.05%	47
2018 Q1	$621K	Hold	3,258	–	–	0.04%	45
2017 Q4	$608K	Hold	3,258	–	–	0.04%	45
2017 Q3	$583K	Hold	3,258	–	–	0.03%	58
2017 Q2	$550K	Hold	3,258	–	–	0.03%	64
2017 Q1	$527K	Hold	3,258	–	–	0.04%	69
2016 Q4	$502K	Hold	3,258	–	–	0.03%	69
2016 Q3	$485K	Hold	3,258	–	–	0.03%	72
2016 Q2	$447K	Hold	3,258	–	–	0.03%	69
2016 Q1	$432K	Hold	3,258	–	–	0.03%	67
2015 Q4	$454K	Sell	3,258 -7,249	-69%	-$1.03M	0.03%	63
2015 Q3	$1.41M	Hold	10,507	–	–	0.11%	47
2015 Q2	$1.62M	Hold	10,507	–	–	0.11%	47
2015 Q1	$1.59M	Sell	10,507 -1,887	-15%	-$275K	0.12%	46
2014 Q4	$1.76M	Hold	12,394	–	–	0.13%	42
2014 Q3	$1.61M	Hold	12,394	–	–	0.11%	47
2014 Q2	$1.72M	Hold	12,394	–	–	0.12%	57
2014 Q1	$1.69M	Hold	12,394	–	–	0.11%	56
2013 Q4	$1.68M	Hold	12,394	–	–	0.11%	56
2013 Q3	$1.56M	Sell	12,394 -19,816	-62%	-$2.39M	0.1%	53
2013 Q2	$3.59M	Buy	+32,210	New	+$3.52M	0.21%	39

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Jasper Ridge Partners's IWO Position: Q2 2026 in Review

Jasper Ridge Partners held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 5,145 shares worth $2.03M. The position accounts for 0.04% of the portfolio, ranked #77.

Jasper Ridge Partners first reported a position in IWO in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.59M in Q2 2013. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Jasper Ridge Partners held 5,145 shares of iShares Russell 2000 Growth ETF worth $2.03M as of Q2 2026.
Jasper Ridge Partners left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.04% of Jasper Ridge Partners's portfolio in Q2 2026, its #77 holding.
Jasper Ridge Partners first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and has held it in 53 quarters since.
Jasper Ridge Partners's iShares Russell 2000 Growth ETF position peaked at $3.59M in Q2 2013.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Jasper Ridge Partners's 13F filing for Q2 2026, filed 13 Aug 2026.