Marshall Wace
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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
2021
Q2 		– Sell
-60,600
Closed -$18.2M – 2844
2021
Q1 		$18.2M Sell
60,600
-33,600
-36% -$10.4M 0.08% 246
2020
Q4 		$27M Buy
+94,200
New +$24M 0.15% 141
2019
Q4 		– Sell
-3,400
Closed -$688K – 1889
2019
Q3 		$688K Sell
3,400
-6,800
-67% -$1.35M 0.01% 1024
2019
Q2 		$2.01M Buy
+10,200
New +$2.02M 0.02% 764

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 22.9% 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
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.