MAI Capital Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

MAI Capital 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 Q2	$40.7M	Buy	103,431 +81	+0.1%	+$29.6K	0.15%	132
2026 Q1	$32.4M	Buy	103,350 +5	+0%	+$1.66K	0.18%	111
2025 Q4	$33.4M	Buy	103,345 +3,153	+3%	+$1.03M	0.19%	110
2025 Q3	$32.1M	Sell	100,192 -1,500	-1%	-$453K	0.2%	107
2025 Q2	$29.1M	Buy	101,692 +404	+0.4%	+$106K	0.2%	105
2025 Q1	$25.9M	Sell	101,288 -919	-0.9%	-$259K	0.2%	113
2024 Q4	$29.4M	Buy	102,207 +3,507	+4%	+$1.04M	0.22%	101
2024 Q3	$28M	Sell	98,700 -1,125	-1%	-$308K	0.27%	79
2024 Q2	$26.2M	Buy	99,825 +1,122	+1%	+$291K	0.26%	79
2024 Q1	$26.7M	Buy	98,703 +4,434	+5%	+$1.13M	0.28%	77
2023 Q4	$23.8M	Buy	94,269 +1,237	+1%	+$279K	0.31%	70
2023 Q3	$20.9M	Buy	93,032 +2,039	+2%	+$488K	0.31%	69
2023 Q2	$22.1M	Sell	90,993 -2,032	-2%	-$466K	0.32%	68
2023 Q1	$21.1M	Sell	93,025 -3,592	-4%	-$822K	0.33%	70
2022 Q4	$20.7M	Buy	96,617 +15,472	+19%	+$3.39M	0.35%	64
2022 Q3	$16.8M	Sell	81,145 -3,837	-5%	-$864K	0.31%	72
2022 Q2	$17.5M	Buy	84,982 +16,480	+24%	+$3.67M	0.33%	71
2022 Q1	$17.5M	Buy	68,502 +6,157	+10%	+$1.58M	0.3%	82
2021 Q4	$18.3M	Buy	62,345 +1,451	+2%	+$437K	0.29%	83
2021 Q3	$17.9M	Buy	60,894 +1,859	+3%	+$558K	0.34%	78
2021 Q2	$18.4M	Buy	59,035 +2,978	+5%	+$896K	0.37%	71
2021 Q1	$16.9M	Buy	56,057 +481	+0.9%	+$149K	0.38%	70
2020 Q4	$15.9M	Sell	55,576 -174	-0.3%	-$44.3K	0.4%	63
2020 Q3	$12.3M	Sell	55,750 -1,505	-3%	-$329K	0.36%	72
2020 Q2	$11.8M	Buy	57,255 +1,323	+2%	+$247K	0.37%	62
2020 Q1	$8.85M	Buy	55,932 +1,450	+3%	+$288K	0.36%	65
2019 Q4	$11.7M	Buy	54,482 +726	+1%	+$147K	0.38%	63
2019 Q3	$10.4M	Buy	53,756 +771	+1%	+$153K	0.46%	58
2019 Q2	$10.6M	Buy	52,985 +1,314	+3%	+$260K	0.48%	54
2019 Q1	$10.2M	Buy	51,671 +1,327	+3%	+$252K	0.52%	54
2018 Q4	$8.46M	Sell	50,344 -944	-2%	-$176K	0.49%	57
2018 Q3	$11M	Buy	51,288 +243	+0.5%	+$51.8K	0.56%	49
2018 Q2	$10.4M	Buy	51,045 +2,070	+4%	+$414K	0.56%	50
2018 Q1	$9.33M	Buy	48,975 +1,425	+3%	+$274K	0.53%	52
2017 Q4	$8.88M	Buy	47,550 +4,050	+9%	+$739K	0.5%	56
2017 Q3	$7.79M	Sell	43,500 -34	-0.1%	-$5.78K	0.47%	65
2017 Q2	$7.35M	Sell	43,534 -680	-2%	-$112K	0.47%	62
2017 Q1	$7.15M	Sell	44,214 -798	-2%	-$127K	0.48%	63
2016 Q4	$6.93M	Sell	45,012 -1,673	-4%	-$250K	0.5%	66
2016 Q3	$6.95M	Sell	46,685 -2,119	-4%	-$309K	0.52%	63
2016 Q2	$6.7M	Buy	48,804 +1,994	+4%	+$269K	0.52%	63
2016 Q1	$6.21M	Sell	46,810 -4,749	-9%	-$593K	0.47%	67
2015 Q4	$7.18M	Sell	51,559 -34	-0.1%	-$4.82K	0.55%	58
2015 Q3	$6.91M	Buy	51,593 +15,096	+41%	+$2.24M	0.52%	61
2015 Q2	$5.64M	Buy	36,497 +1,102	+3%	+$169K	0.37%	83
2015 Q1	$5.36M	Sell	35,395 -93	-0.3%	-$13.6K	0.36%	85
2014 Q4	$5.05M	Buy	+35,488	New	+$4.8M	0.35%	79

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

MAI Capital Management's IWO Position: Q2 2026 in Review

MAI Capital Management increased its iShares Russell 2000 Growth ETF (IWO) stake by 0.08% in Q2 2026, buying an estimated $29.6K and bringing the position to 103,431 shares worth $40.7M. The position accounts for 0.15% of the portfolio, ranked #132.

MAI Capital Management first reported a position in IWO in Q4 2014 and has held it in 47 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

MAI Capital Management held 103,431 shares of iShares Russell 2000 Growth ETF worth $40.7M as of Q2 2026.
MAI Capital Management bought 81 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $29.6K.
iShares Russell 2000 Growth ETF made up 0.15% of MAI Capital Management's portfolio in Q2 2026, its #132 holding.
MAI Capital Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2014 and has held it in 47 quarters since.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.