Mariner
IWO icon

Mariner’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Mariner’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 		$22.2M Sell
56,396
-5,260
-9% -$1.92M 0.02% 444
2026
Q1 		$19.3M Sell
61,656
-2,574
-4% -$856K 0.02% 478
2025
Q4 		$20.7M Buy
64,230
+503
+0.8% +$164K 0.02% 439
2025
Q3 		$20.4M Buy
63,727
+975
+2% +$294K 0.03% 415
2025
Q2 		$17.9M Sell
62,752
-1,507
-2% -$397K 0.03% 447
2025
Q1 		$16.4M Sell
64,259
-1,294
-2% -$365K 0.03% 423
2024
Q4 		$18.9M Buy
65,553
+4,177
+7% +$1.24M 0.03% 379
2024
Q3 		$17.4M Sell
61,376
-1,140
-2% -$312K 0.03% 391
2024
Q2 		$16.4M Sell
62,516
-1,196
-2% -$310K 0.03% 376
2024
Q1 		$17.3M Buy
63,712
+300
+0.5% +$76.7K 0.04% 353
2023
Q4 		$16M Buy
63,412
+2,367
+4% +$534K 0.04% 346
2023
Q3 		$13.7M Buy
61,045
+149
+0.2% +$35.7K 0.04% 361
2023
Q2 		$14.8M Buy
60,896
+2,615
+4% +$600K 0.04% 344
2023
Q1 		$13.2M Sell
58,281
-387
-0.7% -$88.5K 0.04% 360
2022
Q4 		$12.6M Buy
58,668
+418
+0.7% +$91.6K 0.04% 354
2022
Q3 		$12M Buy
58,250
+5,040
+9% +$1.13M 0.05% 310
2022
Q2 		$11M Sell
53,210
-171
-0.3% -$38.1K 0.05% 311
2022
Q1 		$13.7M Buy
53,381
+7,774
+17% +$1.99M 0.05% 289
2021
Q4 		$13.4M Buy
45,607
+2,670
+6% +$805K 0.06% 266
2021
Q3 		$12.6M Buy
42,937
+1,883
+5% +$566K 0.07% 245
2021
Q2 		$12.8M Sell
41,054
-897
-2% -$270K 0.08% 213
2021
Q1 		$12.6M Sell
41,951
-3,871
-8% -$1.2M 0.09% 204
2020
Q4 		$13.1M Buy
45,822
+8,056
+21% +$2.05M 0.1% 190
2020
Q3 		$8.37M Sell
37,766
-12,592
-25% -$2.76M 0.08% 213
2020
Q2 		$10.4M Buy
50,358
+2,486
+5% +$465K 0.1% 190
2020
Q1 		$8M Buy
47,872
+1,415
+3% +$281K 0.1% 191
2019
Q4 		$9.95M Buy
46,457
+165
+0.4% +$33.5K 0.1% 188
2019
Q3 		$8.92M Buy
46,292
+527
+1% +$104K 0.11% 183
2019
Q2 		$9.19M Buy
45,765
+11,522
+34% +$2.28M 0.11% 182
2019
Q1 		$6.73M Sell
34,243
-894
-3% -$170K 0.1% 201
2018
Q4 		$5.9M Sell
35,137
-1,289
-4% -$240K 0.11% 195
2018
Q3 		$7.83M Sell
36,426
-848
-2% -$181K 0.2% 120
2018
Q2 		$7.62M Buy
37,274
+6,408
+21% +$1.28M 0.22% 108
2018
Q1 		$5.88M Sell
30,866
-69
-0.2% -$13.3K 0.21% 101
2017
Q4 		$5.78M Buy
30,935
+5,182
+20% +$946K 0.22% 88
2017
Q3 		$4.61M Sell
25,753
-18
-0.1% -$3.06K 0.21% 93
2017
Q2 		$4.35M Sell
25,771
-4,891
-16% -$805K 0.2% 95
2017
Q1 		$4.96M Sell
30,662
-3,200
-9% -$508K 0.22% 93
2016
Q4 		$5.21M Sell
33,862
-1,346
-4% -$201K 0.24% 77
2016
Q3 		$5.24M Sell
35,208
-4,452
-11% -$649K 0.25% 74
2016
Q2 		$5.44M Sell
39,660
-4,937
-11% -$666K 0.29% 72
2016
Q1 		$5.91M Sell
44,597
-7,804
-15% -$974K 0.35% 52
2015
Q4 		$7.3M Buy
52,401
+973
+2% +$138K 0.47% 42
2015
Q3 		$6.89M Sell
51,428
-2,311
-4% -$342K 0.31% 87
2015
Q2 		$8.31M Buy
53,739
+42,316
+370% +$6.48M 0.39% 76
2015
Q1 		$1.73M Buy
11,423
+8,365
+274% +$1.22M 0.15% 116
2014
Q4 		$435K Buy
3,058
+165
+6% +$22.3K 0.04% 262
2014
Q3 		$375K Buy
2,893
+858
+42% +$115K 0.04% 241
2014
Q2 		$282K Sell
2,035
-6
-0.3% -$789 0.03% 283
2014
Q1 		$278K Buy
2,041
+173
+9% +$23.7K 0.04% 261
2013
Q4 		$253K Buy
1,868
+66
+4% +$8.55K 0.03% 299
2013
Q3 		$227K Buy
+1,802
New +$217K 0.04% 273

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
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

Mariner's IWO Position: Q2 2026 in Review

Mariner reduced its iShares Russell 2000 Growth ETF (IWO) stake by 8.5% in Q2 2026, selling an estimated $1.92M and leaving 56,396 shares worth $22.2M. The position accounts for 0.02% of the portfolio, ranked #444.

Mariner first reported a position in IWO in Q3 2013 and has held it in 52 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Mariner held 56,396 shares of iShares Russell 2000 Growth ETF worth $22.2M as of Q2 2026.
  • Mariner sold 5,260 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $1.92M.
  • iShares Russell 2000 Growth ETF made up 0.02% of Mariner's portfolio in Q2 2026, its #444 holding.
  • Mariner first reported a position in iShares Russell 2000 Growth ETF in Q3 2013 and has held it in 52 quarters since.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.