Macquarie Group
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Macquarie Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Macquarie Group’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
-19,490
Closed -$6.24M – 1178
2025
Q3 		$6.24M Sell
19,490
-5,407
-22% -$1.63M 0.01% 910
2025
Q2 		$7.12M Sell
24,897
-5,170
-17% -$1.36M 0.01% 892
2025
Q1 		$7.68M Sell
30,067
-7,615
-20% -$2.15M 0.01% 864
2024
Q4 		$10.8M Buy
37,682
+12,736
+51% +$3.77M 0.01% 786
2024
Q3 		$7.08M Sell
24,946
-6,258
-20% -$1.71M 0.01% 891
2024
Q2 		$8.19M Buy
31,204
+1,613
+5% +$419K 0.01% 853
2024
Q1 		$8.01M Sell
29,591
-37,613
-56% -$9.61M 0.01% 869
2023
Q4 		$16.9M Buy
+67,204
New +$15.1M 0.02% 709
2023
Q1 		– Sell
-51,481
Closed -$11M – 1729
2022
Q4 		$11M Buy
51,481
+49,212
+2,169% +$10.8M 0.01% 810
2022
Q3 		$469K Buy
2,269
+2,077
+1,082% +$467K ﹤0.01% 1535
2022
Q2 		$40K Sell
192
-1,435
-88% -$320K ﹤0.01% 2107
2022
Q1 		$416K Sell
1,627
-56,120
-97% -$14.4M ﹤0.01% 1687
2021
Q4 		$16.9M Buy
57,747
+57,207
+10,594% +$17.2M 0.01% 799
2021
Q3 		$159K Buy
+540
New +$162K ﹤0.01% 1848
2021
Q1 		– Sell
-6,355
Closed -$1.82M – 2476
2020
Q4 		$1.82M Buy
+6,355
New +$1.62M ﹤0.01% 1133
2020
Q3 		– Hold
0
– – – 2174
2020
Q2 		– Sell
-23,750
Closed -$3.76M – 2384
2020
Q1 		$3.76M Buy
23,750
+20,935
+744% +$4.16M 0.01% 775
2019
Q4 		$603K Buy
2,815
+2,465
+704% +$500K ﹤0.01% 1358
2019
Q3 		$67K Buy
350
+49
+16% +$9.71K ﹤0.01% 1786
2019
Q2 		$60K Buy
+301
New +$59.5K ﹤0.01% 1729
2019
Q1 		– Sell
-27,479
Closed -$4.62M – 1847
2018
Q4 		$4.62M Buy
+27,479
New +$5.12M 0.01% 763
2018
Q1 		– Sell
-16,086
Closed -$3M – 2266
2017
Q4 		$3M Buy
+16,086
New +$2.94M 0.01% 913
2017
Q3 		– Sell
-78
Closed -$13K – 2143
2017
Q2 		$13K Buy
+78
New +$12.8K ﹤0.01% 1504
2017
Q1 		– Sell
-12,174
Closed -$1.87M – 1558
2016
Q4 		$1.87M Buy
+12,174
New +$1.82M ﹤0.01% 983
2016
Q2 		– Sell
-16,434
Closed -$2.18M – 1598
2016
Q1 		$2.18M Sell
16,434
-25,621
-61% -$3.2M ﹤0.01% 935
2015
Q4 		$5.86M Buy
42,055
+41,566
+8,500% +$5.89M 0.01% 668
2015
Q3 		$66K Buy
+489
New +$72.4K ﹤0.01% 1516
2015
Q2 		– Sell
-18,330
Closed -$2.78M – 1619
2015
Q1 		$2.78M Buy
18,330
+9,580
+109% +$1.4M 0.01% 930
2014
Q4 		$1.25M Buy
+8,750
New +$1.18M ﹤0.01% 1120
2013
Q3 		– Sell
-15,494
Closed -$1.73M – 1627
2013
Q2 		$1.73M Buy
+15,494
New +$1.69M ﹤0.01% 968

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
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

Macquarie Group's IWO Position: Q4 2025 in Review

Macquarie Group sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2025, closing a stake of 19,490 shares — an estimated $6.24M sold.

Macquarie Group first reported a position in IWO in Q2 2013 and held it in 29 quarters. The position peaked at $16.9M in Q4 2023. 1,064 funds tracked by Wall St. Rank hold IWO as of Q4 2025.

  • Macquarie Group reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Macquarie Group sold 19,490 iShares Russell 2000 Growth ETF shares in Q4 2025, an estimated $6.24M.
  • Macquarie Group first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and held it in 29 quarters.
  • Macquarie Group's iShares Russell 2000 Growth ETF position peaked at $16.9M in Q4 2023.
  • 1,064 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2025.

Based on Macquarie Group's 13F filing for Q4 2025, filed 13 Feb 2026.