Optiver Holding’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Optiver Holding’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	$13.2M	Buy	33,503 +17,000	+103%	+$6.2M	﹤0.01%	381
2026 Q1	$5.18M	Buy	16,503 +15,000	+998%	+$4.99M	﹤0.01%	432
2025 Q4	$485K	Buy	+1,503	New	+$489K	﹤0.01%	583
2022 Q2	–	Sell	-111	Closed	-$28K	–	444
2022 Q1	$28K	Hold	111	–	–	﹤0.01%	351
2021 Q4	$33K	Buy	+111	New	+$33.5K	﹤0.01%	490
2021 Q3	–	Sell	-285	Closed	-$89K	–	767
2021 Q2	$89K	Buy	+285	New	+$85.7K	﹤0.01%	247

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Optiver Holding's IWO Position: Q2 2026 in Review

Optiver Holding increased its iShares Russell 2000 Growth ETF (IWO) stake by 103% in Q2 2026, buying an estimated $6.2M and bringing the position to 33,503 shares worth $13.2M. The position accounts for ﹤0.01% of the portfolio, ranked #381.

Optiver Holding first reported a position in IWO in Q2 2021 and has held it in 6 quarters since. 1,106 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Optiver Holding held 33,503 shares of iShares Russell 2000 Growth ETF worth $13.2M as of Q2 2026.
Optiver Holding bought 17,000 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $6.2M.
iShares Russell 2000 Growth ETF made up ﹤0.01% of Optiver Holding's portfolio in Q2 2026, its #381 holding.
Optiver Holding first reported a position in iShares Russell 2000 Growth ETF in Q2 2021 and has held it in 6 quarters since.
1,106 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Optiver Holding's 13F filing for Q2 2026, filed 12 Aug 2026.