Osaic Holdings
IWO icon

Osaic Holdings’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Osaic Holdings’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 		$39.9M Buy
101,157
+6,938
+7% +$2.53M 0.05% 403
2026
Q1 		$29.6M Sell
94,219
-48,578
-34% -$16.2M 0.04% 432
2025
Q4 		$46.2M Buy
142,797
+56,145
+65% +$18.3M 0.07% 294
2025
Q3 		$27.3M Buy
86,652
+21,949
+34% +$6.62M 0.04% 489
2025
Q2 		$18.5M Buy
64,703
+7,351
+13% +$1.93M 0.03% 529
2025
Q1 		$14.7M Sell
57,352
-7,846
-12% -$2.21M 0.03% 528
2024
Q4 		$18.8M Buy
65,198
+7,252
+13% +$2.15M 0.04% 422
2024
Q3 		$16.5M Sell
57,946
-24,912
-30% -$6.82M 0.04% 480
2024
Q2 		$21.8M Sell
82,858
-17,830
-18% -$4.63M 0.05% 366
2024
Q1 		$27.3M Sell
100,688
-32,735
-25% -$8.36M 0.06% 316
2023
Q4 		$33.6M Sell
133,423
-31,696
-19% -$7.14M 0.06% 307
2023
Q3 		$37M Buy
165,119
+23,640
+17% +$5.66M 0.05% 327
2023
Q2 		$34.3M Buy
141,479
+3,206
+2% +$735K 0.06% 282
2023
Q1 		$31.4M Sell
138,273
-43,432
-24% -$9.93M 0.06% 300
2022
Q4 		$39M Buy
181,705
+5,857
+3% +$1.28M 0.08% 241
2022
Q3 		$36.3M Buy
175,848
+54,462
+45% +$12.3M 0.08% 225
2022
Q2 		$25.1M Sell
121,386
-4,602
-4% -$1.03M 0.06% 314
2022
Q1 		$31.7M Sell
125,988
-5,381
-4% -$1.38M 0.06% 297
2021
Q4 		$38.5M Buy
131,369
+10,125
+8% +$3.05M 0.07% 260
2021
Q3 		$35.6M Sell
121,244
-3,174
-3% -$954K 0.07% 254
2021
Q2 		$38.8M Buy
124,418
+7,411
+6% +$2.23M 0.08% 241
2021
Q1 		$35.2M Buy
117,007
+11,794
+11% +$3.66M 0.08% 236
2020
Q4 		$30.2M Buy
105,213
+2,408
+2% +$614K 0.08% 234
2020
Q3 		$22.8M Buy
102,805
+5,018
+5% +$1.1M 0.07% 263
2020
Q2 		$20.2M Sell
97,787
-25,284
-21% -$4.73M 0.07% 267
2020
Q1 		$16.6M Buy
+123,071
New +$24.4M 0.07% 266

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
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

Osaic Holdings's IWO Position: Q2 2026 in Review

Osaic Holdings increased its iShares Russell 2000 Growth ETF (IWO) stake by 7.4% in Q2 2026, buying an estimated $2.53M and bringing the position to 101,157 shares worth $39.9M. The position accounts for 0.05% of the portfolio, ranked #403.

Osaic Holdings first reported a position in IWO in Q1 2020 and has held it in 26 quarters since. The position peaked at $46.2M in Q4 2025. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Osaic Holdings held 101,157 shares of iShares Russell 2000 Growth ETF worth $39.9M as of Q2 2026.
  • Osaic Holdings bought 6,938 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $2.53M.
  • iShares Russell 2000 Growth ETF made up 0.05% of Osaic Holdings's portfolio in Q2 2026, its #403 holding.
  • Osaic Holdings first reported a position in iShares Russell 2000 Growth ETF in Q1 2020 and has held it in 26 quarters since.
  • Osaic Holdings's iShares Russell 2000 Growth ETF position peaked at $46.2M in Q4 2025.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.