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Pinnacle Associates’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Pinnacle Associates’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 		$4.01M Sell
12,788
-165
-1% -$54.9K 0.05% 295
2025
Q4 		$4.18M Buy
12,953
+147
+1% +$47.8K 0.05% 271
2025
Q3 		$4.1M Sell
12,806
-249
-2% -$75.1K 0.05% 275
2025
Q2 		$3.73M Sell
13,055
-34
-0.3% -$8.95K 0.05% 278
2025
Q1 		$3.34M Sell
13,089
-3,806
-23% -$1.07M 0.05% 290
2024
Q4 		$4.86M Buy
16,895
+169
+1% +$50K 0.07% 248
2024
Q3 		$4.22M Buy
16,726
+3,284
+24% +$900K 0.07% 246
2024
Q2 		$3.53M Sell
13,442
-27
-0.2% -$7.01K 0.06% 278
2024
Q1 		$3.65M Sell
13,469
-3,257
-19% -$832K 0.06% 282
2023
Q4 		$4.22M Buy
16,726
+4,155
+33% +$937K 0.07% 249
2023
Q3 		$2.82M Buy
12,571
+370
+3% +$88.5K 0.05% 300
2023
Q2 		$2.96M Buy
12,201
+45
+0.4% +$10.3K 0.05% 300
2023
Q1 		$2.76M Sell
12,156
-10,840
-47% -$2.48M 0.06% 268
2022
Q4 		$4.93M Buy
22,996
+7,243
+46% +$1.59M 0.11% 201
2022
Q3 		$3.25M Buy
15,753
+133
+0.9% +$29.9K 0.07% 236
2022
Q2 		$3.22M Sell
15,620
-21,671
-58% -$4.83M 0.07% 250
2022
Q1 		$9.54M Buy
37,291
+23,468
+170% +$6.01M 0.17% 153
2021
Q4 		$4.05M Buy
13,823
+1,713
+14% +$516K 0.07% 245
2021
Q3 		$3.56M Sell
12,110
-38
-0.3% -$11.4K 0.07% 261
2021
Q2 		$3.79M Sell
12,148
-87
-0.7% -$26.2K 0.07% 251
2021
Q1 		$3.68M Sell
12,235
-803
-6% -$249K 0.07% 245
2020
Q4 		$3.74M Buy
13,038
+137
+1% +$34.9K 0.08% 230
2020
Q3 		$2.86M Sell
12,901
-3,694
-22% -$809K 0.07% 237
2020
Q2 		$3.43M Buy
16,595
+375
+2% +$70.1K 0.08% 217
2020
Q1 		$2.56M Buy
16,220
+5,914
+57% +$1.17M 0.08% 231
2019
Q4 		$2.21M Buy
10,306
+3,732
+57% +$757K 0.05% 293
2019
Q3 		$1.27M Buy
6,574
+225
+4% +$44.6K 0.03% 363
2019
Q2 		$1.27M Hold
6,349
– – 0.03% 363
2019
Q1 		$1.25M Sell
6,349
-33,967
-84% -$6.46M 0.03% 368
2018
Q4 		$6.77M Buy
40,316
+38,588
+2,233% +$7.2M 0.17% 155
2018
Q3 		$372K Buy
1,728
+23
+1% +$4.9K 0.01% 567
2018
Q2 		$348K Hold
1,705
– – 0.01% 567
2018
Q1 		$325K Sell
1,705
-5,176
-75% -$994K 0.01% 564
2017
Q4 		$1.28M Buy
6,881
+5,226
+316% +$954K 0.02% 359
2017
Q3 		$296K Hold
1,655
– – 0.01% 575
2017
Q2 		$279K Buy
1,655
+402
+32% +$66.2K 0.01% 582
2017
Q1 		$203K Sell
1,253
-17,265
-93% -$2.74M ﹤0.01% 629
2016
Q4 		$2.85M Buy
+18,518
New +$2.76M 0.06% 266
2016
Q1 		– Sell
-10,568
Closed -$1.47M – 634
2015
Q4 		$1.47M Buy
+10,568
New +$1.5M 0.03% 314
2015
Q2 		– Sell
-1,465
Closed -$222K – 665
2015
Q1 		$222K Sell
1,465
-14,326
-91% -$2.09M ﹤0.01% 604
2014
Q4 		$2.25M Buy
+15,791
New +$2.14M 0.04% 270
2014
Q3 		– Sell
-1,626
Closed -$225K – 631
2014
Q2 		$225K Sell
1,626
-32
-2% -$4.21K ﹤0.01% 561
2014
Q1 		$226K Sell
1,658
-8,637
-84% -$1.18M ﹤0.01% 545
2013
Q4 		$1.4M Buy
+10,295
New +$1.33M 0.03% 324

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 $374B AUM 17.66% 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

Pinnacle Associates's IWO Position: Q1 2026 in Review

Pinnacle Associates reduced its iShares Russell 2000 Growth ETF (IWO) stake by 1.3% in Q1 2026, selling an estimated $54.9K and leaving 12,788 shares worth $4.01M. The position accounts for 0.05% of the portfolio, ranked #295.

Pinnacle Associates first reported a position in IWO in Q4 2013 and has held it in 44 quarters since. The position peaked at $9.54M in Q1 2022. 1,021 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Pinnacle Associates held 12,788 shares of iShares Russell 2000 Growth ETF worth $4.01M as of Q1 2026.
  • Pinnacle Associates sold 165 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $54.9K.
  • iShares Russell 2000 Growth ETF made up 0.05% of Pinnacle Associates's portfolio in Q1 2026, its #295 holding.
  • Pinnacle Associates first reported a position in iShares Russell 2000 Growth ETF in Q4 2013 and has held it in 44 quarters since.
  • Pinnacle Associates's iShares Russell 2000 Growth ETF position peaked at $9.54M in Q1 2022.
  • 1,021 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.