Pier 88 Investment Partners’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Pier 88 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	$439K	Hold	1,400	–	–	0.11%	80
2025 Q4	$452K	Buy	1,400 +200	+17%	+$65K	0.1%	93
2025 Q3	$384K	Buy	+1,200	New	+$362K	0.07%	103
2025 Q1	–	Sell	-2,200	Closed	-$633K	–	108
2024 Q4	$633K	Hold	2,200	–	–	0.12%	66
2024 Q3	$625K	Buy	+2,200	New	+$603K	0.14%	65
2024 Q2	–	Sell	-5,800	Closed	-$1.57M	–	101
2024 Q1	$1.57M	Buy	5,800 +500	+9%	+$128K	0.39%	35
2023 Q4	$1.34M	Buy	+5,300	New	+$1.19M	0.34%	41

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 $374B AUM 17.66% 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

Pier 88 Investment Partners's IWO Position: Q1 2026 in Review

Pier 88 Investment Partners held its iShares Russell 2000 Growth ETF (IWO) position steady in Q1 2026 at 1,400 shares worth $439K. The position accounts for 0.11% of the portfolio, ranked #80.

Pier 88 Investment Partners first reported a position in IWO in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.57M in Q1 2024. 1,021 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

Pier 88 Investment Partners held 1,400 shares of iShares Russell 2000 Growth ETF worth $439K as of Q1 2026.
Pier 88 Investment Partners left its iShares Russell 2000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 2000 Growth ETF made up 0.11% of Pier 88 Investment Partners's portfolio in Q1 2026, its #80 holding.
Pier 88 Investment Partners first reported a position in iShares Russell 2000 Growth ETF in Q4 2023 and has held it in 7 quarters since.
Pier 88 Investment Partners's iShares Russell 2000 Growth ETF position peaked at $1.57M in Q1 2024.
1,021 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Pier 88 Investment Partners's 13F filing for Q1 2026, filed 11 May 2026.