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MassMutual Private Wealth & Trust’s iShares Russell 2000 Growth ETF IWO Stock Holding History

MassMutual Private Wealth & Trust’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 		$319K Sell
810
-89
-10% -$32.5K 0.01% 381
2026
Q1 		$282K Buy
899
+85
+10% +$28.3K 0.01% 386
2025
Q4 		$263K Hold
814
– – 0.01% 396
2025
Q3 		$261K Sell
814
-58
-7% -$17.5K 0.01% 403
2025
Q2 		$249K Hold
872
– – 0.01% 407
2025
Q1 		$223K Sell
872
-100
-10% -$28.2K 0.01% 420
2024
Q4 		$280K Buy
972
+34
+4% +$10.1K 0.01% 401
2024
Q3 		$266K Sell
938
-85
-8% -$23.3K 0.01% 368
2024
Q2 		$269K Buy
1,023
+271
+36% +$70.3K 0.01% 358
2024
Q1 		$204K Sell
752
-65
-8% -$16.6K 0.01% 375
2023
Q4 		$206K Hold
817
– – 0.01% 371
2023
Q3 		$183K Hold
817
– – 0.01% 380
2023
Q2 		$198K Sell
817
-114
-12% -$26.1K 0.01% 360
2023
Q1 		$211K Buy
931
+38
+4% +$8.69K 0.01% 348
2022
Q4 		$192K Hold
893
– – 0.01% 353
2022
Q3 		$184K Sell
893
-136
-13% -$30.6K 0.01% 338
2022
Q2 		$212K Sell
1,029
-50
-5% -$11.1K 0.01% 326
2022
Q1 		$276K Hold
1,079
– – 0.01% 319
2021
Q4 		$316K Hold
1,079
– – 0.01% 323
2021
Q3 		$317K Hold
1,079
– – 0.01% 318
2021
Q2 		$336K Sell
1,079
-4
-0.4% -$1.2K 0.01% 313
2021
Q1 		$326K Sell
1,083
-188
-15% -$58.3K 0.02% 312
2020
Q4 		$364K Buy
1,271
+201
+19% +$51.2K 0.02% 307
2020
Q3 		$237K Sell
1,070
-11
-1% -$2.41K 0.01% 322
2020
Q2 		$224K Hold
1,081
– – 0.01% 318
2020
Q1 		$171K Sell
1,081
-137
-11% -$27.2K 0.01% 310
2019
Q4 		$261K Buy
1,218
+200
+20% +$40.6K 0.02% 330
2019
Q3 		$196K Buy
1,018
+171
+20% +$33.9K 0.01% 342
2019
Q2 		$170K Sell
847
-33
-4% -$6.53K 0.01% 347
2019
Q1 		$173K Sell
880
-23
-3% -$4.38K 0.01% 353
2018
Q4 		$152K Sell
903
-25
-3% -$4.66K 0.01% 338
2018
Q3 		$200K Sell
928
-31
-3% -$6.61K 0.01% 336
2018
Q2 		$196K Sell
959
-65
-6% -$13K 0.02% 334
2018
Q1 		$195K Sell
1,024
-10
-1% -$1.92K 0.02% 333
2017
Q4 		$193K Hold
1,034
– – 0.02% 347
2017
Q3 		$185K Sell
1,034
-90
-8% -$15.3K 0.02% 357
2017
Q2 		$190K Hold
1,124
– – 0.02% 332
2017
Q1 		$182K Hold
1,124
– – 0.02% 339
2016
Q4 		$173K Buy
+1,124
New +$168K 0.02% 283
2016
Q2 		$183K Sell
1,336
-531
-28% -$71.7K 0.02% 325
2016
Q1 		$248K Sell
1,867
-26
-1% -$3.24K 0.03% 272
2015
Q4 		$264K Buy
1,893
+715
+61% +$101K 0.04% 247
2015
Q3 		$153K Buy
1,178
+306
+35% +$45.3K 0.03% 291
2015
Q2 		$121K Sell
872
-2,173
-71% -$333K 0.03% 302
2015
Q1 		$461K Buy
3,045
+2,488
+447% +$363K 0.08% 216
2014
Q4 		$79.3K Sell
557
-621
-53% -$84K 0.03% 235
2014
Q3 		$153K Buy
1,178
+942
+399% +$126K 0.03% 288
2014
Q2 		$32.7K Hold
236
– – 0.01% 260
2014
Q1 		$32.1K Hold
236
– – 0.02% 234
2013
Q4 		$32K Buy
+236
New +$30.6K 0.03% 217

Other funds holding IWO

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

MassMutual Private Wealth & Trust's IWO Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its iShares Russell 2000 Growth ETF (IWO) stake by 9.9% in Q2 2026, selling an estimated $32.5K and leaving 810 shares worth $319K. The position accounts for 0.01% of the portfolio, ranked #381.

MassMutual Private Wealth & Trust first reported a position in IWO in Q4 2013 and has held it in 50 quarters since. The position peaked at $461K in Q1 2015. 512 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • MassMutual Private Wealth & Trust held 810 shares of iShares Russell 2000 Growth ETF worth $319K as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 89 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $32.5K.
  • iShares Russell 2000 Growth ETF made up 0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #381 holding.
  • MassMutual Private Wealth & Trust first reported a position in iShares Russell 2000 Growth ETF in Q4 2013 and has held it in 50 quarters since.
  • MassMutual Private Wealth & Trust's iShares Russell 2000 Growth ETF position peaked at $461K in Q1 2015.
  • 512 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.