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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
2018
Q4 		– Sell
-3,000
Closed -$645K – 3246
2018
Q3 		$645K Buy
+3,000
New +$640K ﹤0.01% 2283

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
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.