Kayne Anderson Rudnick Investment Management
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Kayne Anderson Rudnick Investment Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Kayne Anderson Rudnick Investment Management’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 		$5.88M Buy
18,716
+1,937
+12% +$644K 0.02% 255
2025
Q4 		$5.42M Buy
16,779
+8,181
+95% +$2.66M 0.01% 256
2025
Q3 		$2.75M Sell
8,598
-1,211
-12% -$365K 0.01% 307
2025
Q2 		$2.8M Sell
9,809
-10,655
-52% -$2.8M 0.01% 304
2025
Q1 		$5.23M Buy
20,464
+5,867
+40% +$1.66M 0.01% 268
2024
Q4 		$4.2M Buy
14,597
+3,156
+28% +$934K 0.01% 277
2024
Q3 		$3.25M Buy
11,441
+4,086
+56% +$1.12M 0.01% 293
2024
Q2 		$1.93M Sell
7,355
-365
-5% -$94.7K ﹤0.01% 345
2024
Q1 		$2.09M Sell
7,720
-32,301
-81% -$8.25M ﹤0.01% 331
2023
Q4 		$10.1M Buy
40,021
+4,581
+13% +$1.03M 0.03% 249
2023
Q3 		$7.95M Buy
35,440
+15,975
+82% +$3.82M 0.02% 260
2023
Q2 		$4.72M Buy
19,465
+8,226
+73% +$1.89M 0.01% 296
2023
Q1 		$2.55M Sell
11,239
-64,271
-85% -$14.7M 0.01% 319
2022
Q4 		$16.2M Buy
75,510
+49,620
+192% +$10.9M 0.05% 214
2022
Q3 		$5.35M Buy
25,890
+15,542
+150% +$3.5M 0.02% 277
2022
Q2 		$2.14M Buy
10,348
+3,770
+57% +$841K 0.01% 315
2022
Q1 		$1.68M Sell
6,578
-34,315
-84% -$8.78M ﹤0.01% 317
2021
Q4 		$12M Buy
40,893
+37,198
+1,007% +$11.2M 0.03% 241
2021
Q3 		$1.09M Buy
3,695
+1,164
+46% +$350K ﹤0.01% 329
2021
Q2 		$789K Sell
2,531
-1,088
-30% -$327K ﹤0.01% 347
2021
Q1 		$1.09M Sell
3,619
-4,198
-54% -$1.3M ﹤0.01% 316
2020
Q4 		$2.24M Buy
7,817
+5,076
+185% +$1.29M 0.01% 291
2020
Q3 		$607K Sell
2,741
-52
-2% -$11.4K ﹤0.01% 335
2020
Q2 		$579K Buy
2,793
+1
+0% +$187 ﹤0.01% 331
2020
Q1 		$444K Sell
2,792
-9,689
-78% -$1.92M ﹤0.01% 326
2019
Q4 		$2.68M Buy
12,481
+5,415
+77% +$1.1M 0.01% 254
2019
Q3 		$1.36M Buy
7,066
+4,128
+141% +$818K 0.01% 284
2019
Q2 		$593K Sell
2,938
-159
-5% -$31.4K ﹤0.01% 316
2019
Q1 		$609K Sell
3,097
-48,272
-94% -$9.18M ﹤0.01% 306
2018
Q4 		$8.64M Buy
51,369
+41,878
+441% +$7.81M 0.06% 169
2018
Q3 		$2.04M Buy
9,491
+6,385
+206% +$1.36M 0.01% 252
2018
Q2 		$635K Sell
3,106
-6,350
-67% -$1.27M ﹤0.01% 307
2018
Q1 		$1.8M Buy
9,456
+4,568
+93% +$877K 0.01% 269
2017
Q4 		$913K Sell
4,888
-6,673
-58% -$1.22M 0.01% 297
2017
Q3 		$2.07M Sell
11,561
-162,347
-93% -$27.6M 0.02% 258
2017
Q2 		$29.4M Buy
173,908
+171,074
+6,036% +$28.2M 0.29% 96
2017
Q1 		$458K Sell
2,834
-906
-24% -$144K 0.01% 319
2016
Q4 		$576K Buy
3,740
+1,007
+37% +$150K 0.01% 303
2016
Q3 		$407K Hold
2,733
– – 0.01% 315
2016
Q2 		$375K Sell
2,733
-335
-11% -$45.2K 0.01% 312
2016
Q1 		$407K Sell
3,068
-3,399
-53% -$424K 0.01% 299
2015
Q4 		$901K Buy
6,467
+2,976
+85% +$422K 0.01% 280
2015
Q3 		$468K Buy
3,491
+319
+10% +$47.3K 0.01% 292
2015
Q2 		$490K Hold
3,172
– – 0.01% 273
2015
Q1 		$481K Sell
3,172
-41,068
-93% -$5.98M 0.01% 274
2014
Q4 		$6.3M Buy
44,240
+41,726
+1,660% +$5.65M 0.1% 158
2014
Q3 		$326K Hold
2,514
– – 0.01% 290
2014
Q2 		$348K Hold
2,514
– – 0.01% 288
2014
Q1 		$342K Sell
2,514
-229
-8% -$31.3K 0.01% 278
2013
Q4 		$372K Buy
2,743
+245
+10% +$31.7K 0.01% 266
2013
Q3 		$314K Hold
2,498
– – 0.01% 258
2013
Q2 		$279K Buy
+2,498
New +$273K 0.01% 254

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 $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 $871B AUM 31.28% 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 $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Kayne Anderson Rudnick Investment Management's IWO Position: Q1 2026 in Review

Kayne Anderson Rudnick Investment Management increased its iShares Russell 2000 Growth ETF (IWO) stake by 12% in Q1 2026, buying an estimated $644K and bringing the position to 18,716 shares worth $5.88M. The position accounts for 0.02% of the portfolio, ranked #255.

Kayne Anderson Rudnick Investment Management first reported a position in IWO in Q2 2013 and has held it in 52 quarters since. The position peaked at $29.4M in Q2 2017. 1,024 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Kayne Anderson Rudnick Investment Management held 18,716 shares of iShares Russell 2000 Growth ETF worth $5.88M as of Q1 2026.
  • Kayne Anderson Rudnick Investment Management bought 1,937 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $644K.
  • iShares Russell 2000 Growth ETF made up 0.02% of Kayne Anderson Rudnick Investment Management's portfolio in Q1 2026, its #255 holding.
  • Kayne Anderson Rudnick Investment Management first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and has held it in 52 quarters since.
  • Kayne Anderson Rudnick Investment Management's iShares Russell 2000 Growth ETF position peaked at $29.4M in Q2 2017.
  • 1,024 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q1 2026, filed 14 May 2026.