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Rice Hall James & Associates’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Rice Hall James & 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 		$2.03M Sell
6,472
-20,075
-76% -$6.68M 0.11% 162
2025
Q4 		$8.57M Buy
26,547
+20,539
+342% +$6.68M 0.47% 58
2025
Q3 		$1.92M Buy
6,008
+2,831
+89% +$854K 0.1% 162
2025
Q2 		$908K Buy
3,177
+40
+1% +$10.5K 0.05% 204
2025
Q1 		$802K Sell
3,137
-11,026
-78% -$3.11M 0.05% 203
2024
Q4 		$4.08M Buy
14,163
+11,847
+512% +$3.5M 0.22% 101
2024
Q3 		$658K Sell
2,316
-2,318
-50% -$635K 0.04% 220
2024
Q2 		$1.22M Sell
4,634
-257
-5% -$66.7K 0.07% 198
2024
Q1 		$1.32M Sell
4,891
-8,923
-65% -$2.28M 0.08% 201
2023
Q4 		$3.48M Buy
13,814
+11,771
+576% +$2.65M 0.2% 114
2023
Q3 		$458K Buy
2,043
+1,151
+129% +$275K 0.03% 244
2023
Q2 		$216K Sell
892
-96
-10% -$22K 0.01% 262
2023
Q1 		$224K Sell
988
-26,708
-96% -$6.11M 0.01% 262
2022
Q4 		$5.94M Buy
27,696
+26,288
+1,867% +$5.76M 0.34% 72
2022
Q3 		$291K Sell
1,408
-402
-22% -$90.5K 0.02% 256
2022
Q2 		$373K Buy
1,810
+372
+26% +$82.9K 0.02% 254
2022
Q1 		$368K Sell
1,438
-16,333
-92% -$4.18M 0.01% 262
2021
Q4 		$5.21M Buy
17,771
+15,394
+648% +$4.64M 0.18% 108
2021
Q3 		$698K Buy
2,377
+755
+47% +$227K 0.03% 254
2021
Q2 		$506K Buy
1,622
+405
+33% +$122K 0.02% 259
2021
Q1 		$366K Sell
1,217
-13,428
-92% -$4.17M 0.01% 269
2020
Q4 		$4.2M Buy
14,645
+13,332
+1,015% +$3.4M 0.15% 116
2020
Q3 		$291K Sell
1,313
-408
-24% -$89.3K 0.01% 256
2020
Q2 		$356K Sell
1,721
-1,755
-50% -$328K 0.02% 250
2020
Q1 		$550K Sell
3,476
-51,292
-94% -$10.2M 0.03% 238
2019
Q4 		$11.7M Buy
54,768
+52,214
+2,044% +$10.6M 0.4% 97
2019
Q3 		$492K Buy
2,554
+110
+5% +$21.8K 0.02% 248
2019
Q2 		$491K Buy
2,444
+656
+37% +$130K 0.02% 256
2019
Q1 		$352K Sell
1,788
-91,622
-98% -$17.4M 0.01% 275
2018
Q4 		$15.7M Buy
93,410
+89,004
+2,020% +$16.6M 0.57% 64
2018
Q3 		$948K Buy
4,406
+1,337
+44% +$285K 0.03% 255
2018
Q2 		$627K Sell
3,069
-44
-1% -$8.8K 0.02% 262
2018
Q1 		$593K Sell
3,113
-13,072
-81% -$2.51M 0.02% 261
2017
Q4 		$3.02M Buy
16,185
+10,700
+195% +$1.95M 0.12% 131
2017
Q3 		$982K Sell
5,485
-5,742
-51% -$975K 0.04% 240
2017
Q2 		$1.9M Buy
11,227
+2,538
+29% +$418K 0.08% 196
2017
Q1 		$1.41M Sell
8,689
-32,814
-79% -$5.21M 0.07% 228
2016
Q4 		$6.39M Buy
41,503
+25,395
+158% +$3.79M 0.32% 93
2016
Q3 		$2.4M Buy
16,108
+5,464
+51% +$796K 0.13% 153
2016
Q2 		$1.46M Buy
10,644
+951
+10% +$128K 0.08% 216
2016
Q1 		$1.28M Sell
9,693
-18,884
-66% -$2.36M 0.07% 227
2015
Q4 		$3.98M Buy
28,577
+17,787
+165% +$2.52M 0.23% 97
2015
Q3 		$1.45M Sell
10,790
-1,343
-11% -$199K 0.09% 210
2015
Q2 		$1.88M Sell
12,133
-7,609
-39% -$1.17M 0.11% 203
2015
Q1 		$2.99M Sell
19,742
-2,996
-13% -$437K 0.17% 143
2014
Q4 		$3.24M Buy
+22,738
New +$3.08M 0.2% 131

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

Rice Hall James & Associates's IWO Position: Q1 2026 in Review

Rice Hall James & Associates reduced its iShares Russell 2000 Growth ETF (IWO) stake by 76% in Q1 2026, selling an estimated $6.68M and leaving 6,472 shares worth $2.03M. The position accounts for 0.11% of the portfolio, ranked #162.

Rice Hall James & Associates first reported a position in IWO in Q4 2014 and has held it in 46 quarters since. The position peaked at $15.7M in Q4 2018. 1,021 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Rice Hall James & Associates held 6,472 shares of iShares Russell 2000 Growth ETF worth $2.03M as of Q1 2026.
  • Rice Hall James & Associates sold 20,075 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $6.68M.
  • iShares Russell 2000 Growth ETF made up 0.11% of Rice Hall James & Associates's portfolio in Q1 2026, its #162 holding.
  • Rice Hall James & Associates first reported a position in iShares Russell 2000 Growth ETF in Q4 2014 and has held it in 46 quarters since.
  • Rice Hall James & Associates's iShares Russell 2000 Growth ETF position peaked at $15.7M in Q4 2018.
  • 1,021 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Rice Hall James & Associates's 13F filing for Q1 2026, filed 15 May 2026.