National Bank of Canada’s iShares Russell 2000 Growth ETF IWO Stock Holding History

National Bank of Canada’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	$130K	Sell	413 -86	-17%	-$28.6K	﹤0.01%	1735
2025 Q4	$161K	Buy	499 +29	+6%	+$9.43K	﹤0.01%	1653
2025 Q3	$150K	Buy	470 +234	+99%	+$70.6K	﹤0.01%	1635
2025 Q2	$67.4K	Buy	236 +76	+48%	+$20K	﹤0.01%	1886
2025 Q1	$40.9K	Buy	160 +21	+15%	+$5.93K	﹤0.01%	1927
2024 Q4	$40K	Sell	139 -51	-27%	-$15.1K	﹤0.01%	2012
2024 Q3	$54K	Sell	190 -25	-12%	-$6.85K	﹤0.01%	1685
2024 Q2	$55.8K	Hold	215	–	–	﹤0.01%	1658
2024 Q1	$55.9K	Hold	215	–	–	﹤0.01%	1721
2023 Q4	$53.6K	Hold	215	–	–	﹤0.01%	1746
2023 Q3	$47.2K	Hold	215	–	–	﹤0.01%	1817
2023 Q2	$52.1K	Hold	215	–	–	﹤0.01%	1766
2023 Q1	$48.8K	Buy	215 +50	+30%	+$11.4K	﹤0.01%	1719
2022 Q4	$35.4K	Hold	165	–	–	﹤0.01%	1836
2022 Q3	$34K	Sell	165 -20	-11%	-$4.5K	﹤0.01%	1830
2022 Q2	$38K	Sell	185 -20	-10%	-$4.46K	﹤0.01%	1841
2022 Q1	$52K	Sell	205 -25	-11%	-$6.4K	﹤0.01%	1863
2021 Q4	$67K	Buy	+230	New	+$69.3K	﹤0.01%	1758

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 $424B AUM 22.96% 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

National Bank of Canada's IWO Position: Q1 2026 in Review

National Bank of Canada reduced its iShares Russell 2000 Growth ETF (IWO) stake by 17% in Q1 2026, selling an estimated $28.6K and leaving 413 shares worth $130K. The position accounts for ﹤0.01% of the portfolio, ranked #1735.

National Bank of Canada first reported a position in IWO in Q4 2021 and has held it in 18 quarters since. The position peaked at $161K in Q4 2025. 1,023 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

National Bank of Canada held 413 shares of iShares Russell 2000 Growth ETF worth $130K as of Q1 2026.
National Bank of Canada sold 86 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $28.6K.
iShares Russell 2000 Growth ETF made up ﹤0.01% of National Bank of Canada's portfolio in Q1 2026, its #1735 holding.
National Bank of Canada first reported a position in iShares Russell 2000 Growth ETF in Q4 2021 and has held it in 18 quarters since.
National Bank of Canada's iShares Russell 2000 Growth ETF position peaked at $161K in Q4 2025.
1,023 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on National Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.