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Nicholas Investment Partners’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Nicholas Investment Partners’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 		$824K Sell
2,625
-14,636
-85% -$4.87M 0.06% 185
2025
Q4 		$5.58M Buy
+17,261
New +$5.61M 0.41% 90
2025
Q2 		– Sell
-15,802
Closed -$4.04M – 221
2025
Q1 		$4.04M Sell
15,802
-6,489
-29% -$1.83M 0.42% 96
2024
Q4 		$6.42M Buy
22,291
+1,517
+7% +$449K 0.56% 62
2024
Q3 		$5.9M Buy
+20,774
New +$5.69M 0.54% 63
2024
Q1 		– Sell
-10,169
Closed -$2.56M – 214
2023
Q4 		$2.56M Buy
10,169
+7,631
+301% +$1.72M 0.3% 121
2023
Q3 		$569K Buy
2,538
+820
+48% +$196K 0.04% 171
2023
Q2 		$417K Sell
1,718
-1,777
-51% -$407K 0.03% 178
2023
Q1 		$793K Buy
+3,495
New +$799K 0.06% 169
2022
Q1 		– Sell
-10,842
Closed -$3.18M – 200
2021
Q4 		$3.18M Buy
+10,842
New +$3.27M 0.2% 140
2021
Q3 		– Sell
-2,133
Closed -$665K – 196
2021
Q2 		$665K Buy
+2,133
New +$642K 0.04% 188
2020
Q1 		– Sell
-10,528
Closed -$2.25M – 187
2019
Q4 		$2.25M Buy
+10,528
New +$2.14M 0.23% 125
2018
Q1 		– Sell
-25,312
Closed -$4.73M – 236
2017
Q4 		$4.73M Buy
+25,312
New +$4.62M 0.31% 93
2017
Q1 		– Sell
-4,432
Closed -$682K – 271
2016
Q4 		$682K Buy
+4,432
New +$662K 0.05% 261
2016
Q1 		– Sell
-69,800
Closed -$9.72M – 317
2015
Q4 		$9.72M Buy
69,800
+58,446
+515% +$8.29M 0.67% 27
2015
Q3 		$1.52M Buy
+11,354
New +$1.68M 0.11% 266
2015
Q1 		– Sell
-54,809
Closed -$7.8M – 321
2014
Q4 		$7.8M Buy
+54,809
New +$7.42M 0.49% 51
2014
Q1 		– Sell
-76,771
Closed -$10.4M – 307
2013
Q4 		$10.4M Buy
+76,771
New +$9.95M 0.79% 13

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 $424B AUM 22.94% 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

Nicholas Investment Partners's IWO Position: Q1 2026 in Review

Nicholas Investment Partners reduced its iShares Russell 2000 Growth ETF (IWO) stake by 85% in Q1 2026, selling an estimated $4.87M and leaving 2,625 shares worth $824K. The position accounts for 0.06% of the portfolio, ranked #185.

Nicholas Investment Partners first reported a position in IWO in Q4 2013 and has held it in 18 quarters since. The position peaked at $10.4M in Q4 2013. 1,021 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Nicholas Investment Partners held 2,625 shares of iShares Russell 2000 Growth ETF worth $824K as of Q1 2026.
  • Nicholas Investment Partners sold 14,636 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $4.87M.
  • iShares Russell 2000 Growth ETF made up 0.06% of Nicholas Investment Partners's portfolio in Q1 2026, its #185 holding.
  • Nicholas Investment Partners first reported a position in iShares Russell 2000 Growth ETF in Q4 2013 and has held it in 18 quarters since.
  • Nicholas Investment Partners's iShares Russell 2000 Growth ETF position peaked at $10.4M in Q4 2013.
  • 1,021 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Nicholas Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.