John Overdeck’s iShares Russell 2000 Growth ETF IWO Stock Holding History

John Overdeck’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	$6.55M	Buy	+16,622	New	+$6.07M	﹤0.01%	1888
2025 Q4	–	Sell	-45,009	Closed	-$14.4M	–	4237
2025 Q3	$14.4M	Sell	45,009 -46,391	-51%	-$14M	0.02%	782
2025 Q2	$26.1M	Buy	91,400 +86,200	+1,658%	+$22.7M	0.05%	456
2025 Q1	$1.33M	Sell	5,200 -40,100	-89%	-$11.3M	﹤0.01%	2004
2024 Q4	$13M	Buy	45,300 +24,200	+115%	+$7.16M	0.03%	647
2024 Q3	$5.99M	Buy	+21,100	New	+$5.78M	0.01%	989
2019 Q4	–	Sell	-1,692	Closed	-$343K	–	3815
2019 Q3	$326K	Sell	1,692 -2,486	-60%	-$493K	﹤0.01%	2906
2019 Q2	$839K	Sell	4,178 -3,612	-46%	-$714K	﹤0.01%	2083
2019 Q1	$1.53M	Buy	7,790 +3,669	+89%	+$698K	0.01%	1575
2018 Q4	$692K	Buy	+4,121	New	+$769K	﹤0.01%	1886
2018 Q3	–	Sell	-1,100	Closed	-$235K	–	3394
2018 Q2	$225K	Buy	+1,100	New	+$220K	﹤0.01%	3086
2016 Q4	–	Sell	-2,663	Closed	-$397K	–	3308
2016 Q3	$397K	Buy	+2,663	New	+$388K	﹤0.01%	2573
2016 Q2	–	Sell	-5,470	Closed	-$726K	–	3048
2016 Q1	$726K	Buy	+5,470	New	+$683K	﹤0.01%	1806

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

John Overdeck's IWO Position: Q2 2026 in Review

John Overdeck opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q2 2026: 16,622 shares worth $6.55M. The stake represents ﹤0.01% of the portfolio and ranks #1888 among its holdings. This is a return to the name: John Overdeck previously reported a position in IWO as recently as Q3 2025.

John Overdeck first reported a position in IWO in Q1 2016 and has held it in 13 quarters since. The position peaked at $26.1M in Q2 2025. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

John Overdeck held 16,622 shares of iShares Russell 2000 Growth ETF worth $6.55M as of Q2 2026.
iShares Russell 2000 Growth ETF was a new John Overdeck position in Q2 2026.
iShares Russell 2000 Growth ETF made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #1888 holding.
John Overdeck first reported a position in iShares Russell 2000 Growth ETF in Q1 2016 and has held it in 13 quarters since.
John Overdeck's iShares Russell 2000 Growth ETF position peaked at $26.1M in Q2 2025.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.