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Silvercrest Asset Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Silvercrest 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
Q1 		$25.9M Sell
82,409
-6,163
-7% -$2.05M 0.19% 154
2025
Q4 		$28.6M Sell
88,572
-1,134
-1% -$369K 0.2% 138
2025
Q3 		$28.7M Buy
89,706
+309
+0.3% +$93.2K 0.19% 151
2025
Q2 		$25.6M Sell
89,397
-3,071
-3% -$808K 0.17% 169
2025
Q1 		$23.6M Sell
92,468
-152
-0.2% -$42.9K 0.17% 164
2024
Q4 		$26.7M Sell
92,620
-4,959
-5% -$1.47M 0.18% 158
2024
Q3 		$27.7M Sell
97,579
-37,306
-28% -$10.2M 0.19% 161
2024
Q2 		$35.4M Buy
134,885
+2,149
+2% +$558K 0.24% 134
2024
Q1 		$35.9M Sell
132,736
-1,424
-1% -$364K 0.24% 138
2023
Q4 		$33.8M Buy
134,160
+20,162
+18% +$4.54M 0.24% 132
2023
Q3 		$25.6M Buy
113,998
+865
+0.8% +$207K 0.19% 153
2023
Q2 		$27.5M Sell
113,133
-7,011
-6% -$1.61M 0.2% 146
2023
Q1 		$27.3M Sell
120,144
-18,686
-13% -$4.27M 0.21% 140
2022
Q4 		$29.8M Buy
138,830
+35,809
+35% +$7.85M 0.23% 132
2022
Q3 		$21.3M Sell
103,021
-216
-0.2% -$48.6K 0.18% 154
2022
Q2 		$21.3M Sell
103,237
-2,123
-2% -$473K 0.16% 162
2022
Q1 		$26.9M Sell
105,360
-1,168
-1% -$299K 0.18% 157
2021
Q4 		$31.2M Buy
106,528
+1,530
+1% +$461K 0.2% 139
2021
Q3 		$30.8M Buy
104,998
+235
+0.2% +$70.6K 0.21% 141
2021
Q2 		$32.7M Buy
104,763
+18
+0% +$5.42K 0.21% 143
2021
Q1 		$31.5M Buy
104,745
+725
+0.7% +$225K 0.21% 144
2020
Q4 		$29.8M Sell
104,020
-1,139
-1% -$290K 0.22% 136
2020
Q3 		$23.3M Sell
105,159
-568
-0.5% -$124K 0.2% 137
2020
Q2 		$21.9M Buy
105,727
+193
+0.2% +$36.1K 0.19% 139
2020
Q1 		$16.7M Sell
105,534
-2,360
-2% -$469K 0.18% 148
2019
Q4 		$23.1M Sell
107,894
-660
-0.6% -$134K 0.18% 143
2019
Q3 		$20.9M Sell
108,554
-230
-0.2% -$45.6K 0.17% 145
2019
Q2 		$21.9M Sell
108,784
-415
-0.4% -$82.1K 0.2% 139
2019
Q1 		$21.5M Buy
109,199
+230
+0.2% +$43.8K 0.21% 138
2018
Q4 		$18.3M Sell
108,969
-335
-0.3% -$62.5K 0.2% 137
2018
Q3 		$23.5M Sell
109,304
-12,325
-10% -$2.63M 0.21% 136
2018
Q2 		$24.9M Sell
121,629
-38,375
-24% -$7.68M 0.23% 132
2018
Q1 		$30.5M Buy
160,004
+1,670
+1% +$321K 0.3% 116
2017
Q4 		$29.6M Buy
158,334
+72
+0% +$13.1K 0.27% 124
2017
Q3 		$28.3M Hold
158,262
– – 0.28% 119
2017
Q2 		$26.7M Buy
158,262
+2,065
+1% +$340K 0.29% 118
2017
Q1 		$25.3M Buy
156,197
+64,072
+70% +$10.2M 0.27% 114
2016
Q4 		$14.2M Buy
92,125
+9,285
+11% +$1.39M 0.16% 143
2016
Q3 		$12.3M Buy
82,840
+2,830
+4% +$412K 0.15% 150
2016
Q2 		$11M Buy
80,010
+3,740
+5% +$505K 0.14% 155
2016
Q1 		$10.1M Sell
76,270
-44,675
-37% -$5.57M 0.14% 158
2015
Q4 		$16.8M Sell
120,945
-2,465
-2% -$350K 0.23% 120
2015
Q3 		$16.5M Buy
123,410
+4,132
+3% +$612K 0.25% 112
2015
Q2 		$18.4M Buy
119,278
+6,367
+6% +$976K 0.25% 119
2015
Q1 		$17.1M Buy
112,911
+42,346
+60% +$6.17M 0.24% 117
2014
Q4 		$10M Sell
70,565
-240
-0.3% -$32.5K 0.15% 153
2014
Q3 		$9.18M Hold
70,805
– – 0.14% 158
2014
Q2 		$9.8M Buy
70,805
+1,800
+3% +$237K 0.15% 146
2014
Q1 		$9.39M Buy
69,005
+1,780
+3% +$243K 0.15% 144
2013
Q4 		$9.11M Buy
67,225
+61,980
+1,182% +$8.03M 0.15% 144
2013
Q3 		$660K Buy
5,245
+80
+2% +$9.64K 0.01% 326
2013
Q2 		$576K Buy
+5,165
New +$564K 0.01% 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

Silvercrest Asset Management's IWO Position: Q1 2026 in Review

Silvercrest Asset Management reduced its iShares Russell 2000 Growth ETF (IWO) stake by 7% in Q1 2026, selling an estimated $2.05M and leaving 82,409 shares worth $25.9M. The position accounts for 0.19% of the portfolio, ranked #154.

Silvercrest Asset Management first reported a position in IWO in Q2 2013 and has held it in 52 quarters since. The position peaked at $35.9M in Q1 2024. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Silvercrest Asset Management held 82,409 shares of iShares Russell 2000 Growth ETF worth $25.9M as of Q1 2026.
  • Silvercrest Asset Management sold 6,163 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $2.05M.
  • iShares Russell 2000 Growth ETF made up 0.19% of Silvercrest Asset Management's portfolio in Q1 2026, its #154 holding.
  • Silvercrest Asset Management first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and has held it in 52 quarters since.
  • Silvercrest Asset Management's iShares Russell 2000 Growth ETF position peaked at $35.9M in Q1 2024.
  • 1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Silvercrest Asset Management's 13F filing for Q1 2026, filed 15 May 2026.