Marshall Wace’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Marshall Wace’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	–	Sell	-2,674	Closed	-$864K	–	3458
2025 Q4	$864K	Buy	+2,674	New	+$870K	﹤0.01%	2007
2021 Q4	–	Sell	-1,427	Closed	-$419K	–	4073
2021 Q3	$419K	Buy	+1,427	New	+$429K	﹤0.01%	2482
2021 Q1	–	Sell	-4	Closed	-$1.24K	–	2666
2020 Q4	$1K	Buy	+4	New	+$1.02K	﹤0.01%	1828
2020 Q1	–	Sell	-12,991	Closed	-$2.78M	–	1851
2019 Q4	$2.78M	Buy	+12,991	New	+$2.64M	0.02%	717
2019 Q3	–	Sell	-7,393	Closed	-$1.47M	–	1793
2019 Q2	$1.49M	Buy	7,393 +7,037	+1,977%	+$1.39M	0.01%	850
2019 Q1	$70K	Buy	+356	New	+$67.7K	﹤0.01%	1487

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 22.9% 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

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Marshall Wace's IWO Position: Q1 2026 in Review

Marshall Wace sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2026, closing a stake of 2,674 shares — an estimated $864K sold.

Marshall Wace first reported a position in IWO in Q1 2019 and held it in 6 quarters. The position peaked at $2.78M in Q4 2019. 1,027 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

Marshall Wace reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2026 after selling out during the quarter.
Marshall Wace sold 2,674 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $864K.
Marshall Wace first reported a position in iShares Russell 2000 Growth ETF in Q1 2019 and held it in 6 quarters.
Marshall Wace's iShares Russell 2000 Growth ETF position peaked at $2.78M in Q4 2019.
1,027 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.