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

Manchester 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 Q1	$188K	Sell	599 -30	-5%	-$9.98K	0.03%	272
2025 Q4	$203K	Buy	629 +17	+3%	+$5.53K	0.03%	270
2025 Q3	$196K	Hold	612	–	–	0.03%	311
2025 Q2	$175K	Sell	612 -77	-11%	-$20.3K	0.02%	362
2025 Q1	$176K	Buy	689 +311	+82%	+$87.8K	0.02%	354
2024 Q4	$109K	Hold	378	–	–	0.01%	427
2024 Q3	$107K	Hold	378	–	–	0.01%	422
2024 Q2	$99.2K	Buy	378 +301	+391%	+$78.1K	0.01%	419
2024 Q1	$20.9K	Hold	77	–	–	﹤0.01%	551
2023 Q4	$19.4K	Hold	77	–	–	﹤0.01%	540
2023 Q3	$17.3K	Hold	77	–	–	﹤0.01%	543
2023 Q2	$18.7K	Hold	77	–	–	﹤0.01%	504
2023 Q1	$17.5K	Hold	77	–	–	﹤0.01%	507
2022 Q4	$16.5K	Hold	77	–	–	﹤0.01%	429
2022 Q3	$16K	Hold	77	–	–	﹤0.01%	422
2022 Q2	$16K	Hold	77	–	–	﹤0.01%	436
2022 Q1	$20K	Sell	77 -400	-84%	-$102K	﹤0.01%	460
2021 Q4	$140K	Hold	477	–	–	0.02%	302
2021 Q3	$140K	Hold	477	–	–	0.02%	315
2021 Q2	$149K	Hold	477	–	–	0.02%	290
2021 Q1	$143K	Hold	477	–	–	0.02%	290
2020 Q4	$137K	Hold	477	–	–	0.02%	277
2020 Q3	$106K	Hold	477	–	–	0.02%	278
2020 Q2	$99K	Hold	477	–	–	0.01%	300
2020 Q1	$75K	Sell	477 -507	-52%	-$101K	0.01%	316
2019 Q4	$211K	Hold	984	–	–	0.02%	244
2019 Q3	$190K	Hold	984	–	–	0.02%	242
2019 Q2	$198K	Hold	984	–	–	0.03%	237
2019 Q1	$194K	Buy	984 +507	+106%	+$96.5K	0.02%	233
2018 Q4	$97K	Hold	477	–	–	0.01%	283
2018 Q3	$103K	Hold	477	–	–	0.01%	284
2018 Q2	$97K	Hold	477	–	–	0.01%	290
2018 Q1	$91K	Hold	477	–	–	0.01%	296
2017 Q4	$89K	Hold	477	–	–	0.01%	292
2017 Q3	$85K	Hold	477	–	–	0.01%	288
2017 Q2	$81K	Sell	477 -102	-18%	-$16.8K	0.01%	302
2017 Q1	$94K	Hold	579	–	–	0.01%	278
2016 Q4	$89K	Sell	579 -198	-25%	-$29.6K	0.01%	284
2016 Q3	$116K	Hold	777	–	–	0.02%	254
2016 Q2	$107K	Hold	777	–	–	0.02%	269
2016 Q1	$103K	Sell	777 -900	-54%	-$112K	0.01%	294
2015 Q4	$234K	Buy	1,677 +40	+2%	+$5.67K	0.03%	195
2015 Q3	$219K	Sell	1,637 -675	-29%	-$100K	0.04%	188
2015 Q2	$357K	Hold	2,312	–	–	0.06%	148
2015 Q1	$350K	Buy	2,312 +900	+64%	+$131K	0.06%	146
2014 Q4	$201K	Buy	1,412 +935	+196%	+$126K	0.02%	354
2014 Q3	$62K	Hold	477	–	–	0.01%	686
2014 Q2	$66K	Hold	477	–	–	0.01%	651
2014 Q1	$65K	Sell	477 -300	-39%	-$41K	0.01%	603
2013 Q4	$105K	Buy	777 +55	+8%	+$7.13K	0.02%	473
2013 Q3	$91K	Sell	722 -325	-31%	-$39.2K	0.02%	483
2013 Q2	$117K	Buy	+1,047	New	+$114K	0.02%	424

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Manchester Capital Management's IWO Position: Q1 2026 in Review

Manchester Capital Management reduced its iShares Russell 2000 Growth ETF (IWO) stake by 4.8% in Q1 2026, selling an estimated $9.98K and leaving 599 shares worth $188K. The position accounts for 0.03% of the portfolio, ranked #272.

Manchester Capital Management first reported a position in IWO in Q2 2013 and has held it in 52 quarters since. The position peaked at $357K in Q2 2015. 1,021 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

Manchester Capital Management held 599 shares of iShares Russell 2000 Growth ETF worth $188K as of Q1 2026.
Manchester Capital Management sold 30 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $9.98K.
iShares Russell 2000 Growth ETF made up 0.03% of Manchester Capital Management's portfolio in Q1 2026, its #272 holding.
Manchester Capital Management first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and has held it in 52 quarters since.
Manchester Capital Management's iShares Russell 2000 Growth ETF position peaked at $357K in Q2 2015.
1,021 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Manchester Capital Management's 13F filing for Q1 2026, filed 11 May 2026.