Scotia Capital’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Scotia Capital’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	$294K	Hold	936	–	–	﹤0.01%	770
2025 Q4	$302K	Hold	936	–	–	﹤0.01%	749
2025 Q3	$300K	Sell	936 -150	-14%	-$45.3K	﹤0.01%	760
2025 Q2	$310K	Hold	1,086	–	–	﹤0.01%	717
2025 Q1	$278K	Hold	1,086	–	–	﹤0.01%	718
2024 Q4	$313K	Hold	1,086	–	–	﹤0.01%	695
2024 Q3	$308K	Sell	1,086 -11	-1%	-$3.01K	﹤0.01%	689
2024 Q2	$288K	Sell	1,097 -816	-43%	-$212K	﹤0.01%	692
2024 Q1	$518K	Buy	1,913 +442	+30%	+$113K	﹤0.01%	589
2023 Q4	$371K	Sell	1,471 -16	-1%	-$3.61K	﹤0.01%	625
2023 Q3	$333K	Hold	1,487	–	–	﹤0.01%	623
2023 Q2	$361K	Sell	1,487 -48	-3%	-$11K	﹤0.01%	603
2023 Q1	$348K	Hold	1,535	–	–	﹤0.01%	613
2022 Q4	$329K	Hold	1,535	–	–	﹤0.01%	621
2022 Q3	$317K	Hold	1,535	–	–	﹤0.01%	616
2022 Q2	$317K	Buy	+1,535	New	+$342K	﹤0.01%	648
2021 Q2	–	Sell	-1,238	Closed	-$372K	–	852
2021 Q1	$372K	Buy	1,238 +31	+3%	+$9.62K	﹤0.01%	650
2020 Q4	$346K	Buy	+1,207	New	+$308K	﹤0.01%	620
2019 Q1	–	Sell	-3,189	Closed	-$536K	–	708
2018 Q4	$536K	Hold	3,189	–	–	0.01%	451
2018 Q3	$686K	Buy	3,189 +2,004	+169%	+$427K	0.01%	477
2018 Q2	$224K	Buy	+1,185	New	+$237K	﹤0.01%	613

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

Scotia Capital's IWO Position: Q1 2026 in Review

Scotia Capital held its iShares Russell 2000 Growth ETF (IWO) position steady in Q1 2026 at 936 shares worth $294K. The position accounts for ﹤0.01% of the portfolio, ranked #770.

Scotia Capital first reported a position in IWO in Q2 2018 and has held it in 21 quarters since. The position peaked at $686K in Q3 2018. 1,020 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

Scotia Capital held 936 shares of iShares Russell 2000 Growth ETF worth $294K as of Q1 2026.
Scotia Capital left its iShares Russell 2000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 2000 Growth ETF made up ﹤0.01% of Scotia Capital's portfolio in Q1 2026, its #770 holding.
Scotia Capital first reported a position in iShares Russell 2000 Growth ETF in Q2 2018 and has held it in 21 quarters since.
Scotia Capital's iShares Russell 2000 Growth ETF position peaked at $686K in Q3 2018.
1,020 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Scotia Capital's 13F filing for Q1 2026, filed 13 May 2026.