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O'Shaughnessy Asset Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

O'Shaughnessy Asset Management’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 		$2.19M Sell
5,555
-49
-0.9% -$17.9K 0.01% 878
2026
Q1 		$1.76M Buy
5,604
+865
+18% +$288K 0.01% 935
2025
Q4 		$1.53M Sell
4,739
-45
-0.9% -$14.6K 0.01% 963
2025
Q3 		$1.53M Buy
4,784
+953
+25% +$288K 0.01% 939
2025
Q2 		$1.1M Buy
3,831
+123
+3% +$32.4K 0.01% 1025
2025
Q1 		$948K Buy
3,708
+368
+11% +$104K 0.01% 1009
2024
Q4 		$961K Buy
3,340
+420
+14% +$124K 0.01% 977
2024
Q3 		$842K Buy
2,920
+364
+14% +$99.7K 0.01% 972
2024
Q2 		$671K Buy
2,556
+89
+4% +$23.1K 0.01% 998
2024
Q1 		$668K Sell
2,467
-94
-4% -$24K 0.01% 967
2023
Q4 		$646K Buy
2,561
+481
+23% +$108K 0.01% 910
2023
Q3 		$466K Buy
2,080
+1,553
+295% +$372K 0.01% 957
2023
Q2 		$128K Sell
527
-24
-4% -$5.5K ﹤0.01% 1263
2023
Q1 		$125K Buy
551
+23
+4% +$5.26K ﹤0.01% 1257
2022
Q4 		$113K Hold
528
– – ﹤0.01% 1185
2022
Q3 		$109K Sell
528
-52
-9% -$11.7K ﹤0.01% 1154
2022
Q2 		$120K Buy
580
+372
+179% +$82.9K ﹤0.01% 1091
2022
Q1 		$53K Sell
208
-46
-18% -$11.8K ﹤0.01% 1168
2021
Q4 		$74K Hold
254
– – ﹤0.01% 1147
2021
Q3 		$75K Sell
254
-32
-11% -$9.61K ﹤0.01% 1489
2021
Q2 		$89K Sell
286
-39
-12% -$11.7K ﹤0.01% 1351
2021
Q1 		$98K Sell
325
-25
-7% -$7.76K ﹤0.01% 1203
2020
Q4 		$100K Sell
350
-21
-6% -$5.35K ﹤0.01% 1068
2020
Q3 		$82K Buy
371
+343
+1,225% +$75.1K ﹤0.01% 957
2020
Q2 		$6K Buy
+28
New +$5.24K ﹤0.01% 1340
2020
Q1 		– Sell
-42
Closed -$9K – 1536
2019
Q4 		$9K Buy
+42
New +$8.52K ﹤0.01% 1328

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

O'Shaughnessy Asset Management's IWO Position: Q2 2026 in Review

O'Shaughnessy Asset Management reduced its iShares Russell 2000 Growth ETF (IWO) stake by 0.87% in Q2 2026, selling an estimated $17.9K and leaving 5,555 shares worth $2.19M. The position accounts for 0.01% of the portfolio, ranked #878.

O'Shaughnessy Asset Management first reported a position in IWO in Q4 2019 and has held it in 26 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • O'Shaughnessy Asset Management held 5,555 shares of iShares Russell 2000 Growth ETF worth $2.19M as of Q2 2026.
  • O'Shaughnessy Asset Management sold 49 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $17.9K.
  • iShares Russell 2000 Growth ETF made up 0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #878 holding.
  • O'Shaughnessy Asset Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.