Loomis, Sayles & Company’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Loomis, Sayles & Company’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
2025 Q4	–	Sell	-674	Closed	-$216K	–	730
2025 Q3	$216K	Hold	674	–	–	﹤0.01%	516
2025 Q2	$193K	Hold	674	–	–	﹤0.01%	530
2025 Q1	$172K	Hold	674	–	–	﹤0.01%	535
2024 Q4	$194K	Buy	674 +130	+24%	+$38.5K	﹤0.01%	525
2024 Q3	$154K	Buy	+544	New	+$149K	﹤0.01%	522
2019 Q3	–	Sell	-7	Closed	-$1K	–	714
2019 Q2	$1K	Buy	+7	New	+$1.38K	﹤0.01%	560

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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 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

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

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

Loomis, Sayles & Company's IWO Position: Q4 2025 in Review

Loomis, Sayles & Company sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2025, closing a stake of 674 shares — an estimated $216K sold.

Loomis, Sayles & Company first reported a position in IWO in Q2 2019 and held it in 6 quarters. The position peaked at $216K in Q3 2025. 1,063 funds tracked by Wall St. Rank hold IWO as of Q4 2025.

Loomis, Sayles & Company reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2025 after selling out during the quarter.
Loomis, Sayles & Company sold 674 iShares Russell 2000 Growth ETF shares in Q4 2025, an estimated $216K.
Loomis, Sayles & Company first reported a position in iShares Russell 2000 Growth ETF in Q2 2019 and held it in 6 quarters.
Loomis, Sayles & Company's iShares Russell 2000 Growth ETF position peaked at $216K in Q3 2025.
1,063 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2025.

Based on Loomis, Sayles & Company's 13F filing for Q4 2025, filed 12 Feb 2026.