MML Investors Services
IWO icon

MML Investors Services’s iShares Russell 2000 Growth ETF IWO Stock Holding History

MML Investors Services’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 		$20.2M Sell
64,400
-8,289
-11% -$2.76M 0.06% 325
2025
Q4 		$23.5M Buy
72,689
+3,797
+6% +$1.23M 0.06% 324
2025
Q3 		$22M Sell
68,892
-843
-1% -$254K 0.06% 310
2025
Q2 		$19.9M Sell
69,735
-1,046
-1% -$275K 0.06% 329
2025
Q1 		$18.1M Sell
70,781
-1,137
-2% -$321K 0.06% 322
2024
Q4 		$20.7M Buy
71,918
+4,546
+7% +$1.34M 0.07% 272
2024
Q3 		$19.1M Buy
67,372
+5,873
+10% +$1.61M 0.07% 277
2024
Q2 		$16.1M Sell
61,499
-174
-0.3% -$45.2K 0.07% 288
2024
Q1 		$16.7M Sell
61,673
-1,441
-2% -$368K 0.07% 290
2023
Q4 		$15.9M Sell
63,114
-20
-0% -$4.51K 0.07% 266
2023
Q3 		$14.2M Sell
63,134
-3,795
-6% -$908K 0.08% 252
2023
Q2 		$16.2M Buy
66,929
+1,462
+2% +$335K 0.09% 235
2023
Q1 		$14.8M Sell
65,467
-5,694
-8% -$1.3M 0.11% 214
2022
Q4 		$15.3M Buy
71,161
+5,512
+8% +$1.21M 0.1% 227
2022
Q3 		$13.6M Buy
65,649
+659
+1% +$148K 0.1% 220
2022
Q2 		$13.4M Buy
64,990
+1,104
+2% +$246K 0.1% 226
2022
Q1 		$16.3M Sell
63,886
-9,564
-13% -$2.45M 0.12% 193
2021
Q4 		$21.5M Sell
73,450
-12,411
-14% -$3.74M 0.16% 144
2021
Q3 		$25.2M Sell
85,861
-8,512
-9% -$2.56M 0.2% 108
2021
Q2 		$29.4M Buy
94,373
+1,364
+1% +$410K 0.25% 82
2021
Q1 		$28M Buy
93,009
+5,713
+7% +$1.77M 0.27% 81
2020
Q4 		$25M Buy
87,296
+26,486
+44% +$6.75M 0.27% 82
2020
Q3 		$13.5M Sell
60,810
-3,475
-5% -$761K 0.17% 143
2020
Q2 		$13.3M Sell
64,285
-291
-0.5% -$54.4K 0.18% 136
2020
Q1 		$10.2M Sell
64,576
-7,004
-10% -$1.39M 0.18% 143
2019
Q4 		$15.3M Sell
71,580
-4,921
-6% -$999K 0.22% 115
2019
Q3 		$14.7M Sell
76,501
-11,290
-13% -$2.24M 0.24% 108
2019
Q2 		$17.6M Buy
87,791
+3,602
+4% +$712K 0.25% 99
2019
Q1 		$16.6M Sell
84,189
-8,959
-10% -$1.7M 0.26% 102
2018
Q4 		$15.6M Sell
93,148
-3,577
-4% -$667K 0.28% 96
2018
Q3 		$20.8M Buy
96,725
+20,433
+27% +$4.36M 0.35% 67
2018
Q2 		$15.6M Sell
76,292
-40,572
-35% -$8.12M 0.34% 73
2018
Q1 		$22.3M Sell
116,864
-3,342
-3% -$642K 0.47% 50
2017
Q4 		$22.4M Sell
120,206
-4,034
-3% -$736K 0.43% 60
2017
Q3 		$22.2M Buy
124,240
+5,226
+4% +$888K 0.46% 55
2017
Q2 		$20.1M Buy
+119,014
New +$19.6M 0.39% 69
2017
Q1 		– Sell
-25,561
Closed -$3.94M – 819
2016
Q4 		$3.94M Buy
25,561
+3,072
+14% +$459K 4.41% 8
2016
Q3 		$3.35M Buy
22,489
+8,405
+60% +$1.22M 3.85% 8
2016
Q2 		$1.93M Buy
14,084
+467
+3% +$63K 1.73% 16
2016
Q1 		$1.81M Buy
13,617
+3,249
+31% +$405K 1.65% 16
2015
Q4 		$1.44M Buy
10,368
+1,956
+23% +$277K 1.34% 21
2015
Q3 		$1.13M Buy
8,412
+1,831
+28% +$271K 1.14% 25
2015
Q2 		$1.02M Buy
+6,581
New +$1.01M 1.04% 26

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

MML Investors Services's IWO Position: Q1 2026 in Review

MML Investors Services reduced its iShares Russell 2000 Growth ETF (IWO) stake by 11% in Q1 2026, selling an estimated $2.76M and leaving 64,400 shares worth $20.2M. The position accounts for 0.06% of the portfolio, ranked #325.

MML Investors Services first reported a position in IWO in Q2 2015 and has held it in 43 quarters since. The position peaked at $29.4M in Q2 2021. 1,020 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • MML Investors Services held 64,400 shares of iShares Russell 2000 Growth ETF worth $20.2M as of Q1 2026.
  • MML Investors Services sold 8,289 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $2.76M.
  • iShares Russell 2000 Growth ETF made up 0.06% of MML Investors Services's portfolio in Q1 2026, its #325 holding.
  • MML Investors Services first reported a position in iShares Russell 2000 Growth ETF in Q2 2015 and has held it in 43 quarters since.
  • MML Investors Services's iShares Russell 2000 Growth ETF position peaked at $29.4M in Q2 2021.
  • 1,020 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.