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 Q4	–	Sell	-800	Closed	-$235K	–	4074
2021 Q3	$235K	Sell	800 -1,700	-68%	-$511K	﹤0.01%	2742
2021 Q2	$780K	Sell	2,500 -25,600	-91%	-$7.7M	﹤0.01%	1929
2021 Q1	$8.45M	Sell	28,100 -59,200	-68%	-$18.4M	0.04%	545
2020 Q4	$25M	Buy	+87,300	New	+$22.2M	0.14%	158
2019 Q4	–	Sell	-16,100	Closed	-$3.26M	–	1890
2019 Q3	$3.26M	Sell	16,100 -100	-0.6%	-$19.8K	0.03%	613
2019 Q2	$3.19M	Buy	+16,200	New	+$3.2M	0.03%	626

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

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. 1,021 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.
1,021 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.