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Simon Quick Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Simon Quick Advisors’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 		$3.39M Sell
10,797
-408
-4% -$136K 0.16% 104
2025
Q4 		$3.62M Sell
11,205
-532
-5% -$173K 0.16% 90
2025
Q3 		$3.76M Buy
11,737
+220
+2% +$66.4K 0.17% 88
2025
Q2 		$3.29M Sell
11,517
-448
-4% -$118K 0.17% 87
2025
Q1 		$3.06M Sell
11,965
-611
-5% -$172K 0.17% 67
2024
Q4 		$3.62M Sell
12,576
-1,626
-11% -$481K 0.22% 49
2024
Q3 		$4.03M Sell
14,202
-183
-1% -$50.1K 0.25% 45
2024
Q2 		$3.78M Sell
14,385
-1,984
-12% -$515K 0.27% 41
2024
Q1 		$4.43M Sell
16,369
-128
-0.8% -$32.7K 0.33% 39
2023
Q4 		$4.16M Sell
16,497
-16,069
-49% -$3.62M 0.37% 44
2023
Q3 		$7.3M Sell
32,566
-141
-0.4% -$33.7K 0.69% 25
2023
Q2 		$7.94M Sell
32,707
-7,261
-18% -$1.66M 0.73% 24
2023
Q1 		$9.07M Sell
39,968
-17,281
-30% -$3.95M 0.98% 18
2022
Q4 		$12.3M Buy
57,249
+43,390
+313% +$9.51M 1.46% 17
2022
Q3 		$2.86M Sell
13,859
-470
-3% -$106K 0.4% 41
2022
Q2 		$3.39M Buy
14,329
+4,262
+42% +$950K 0.44% 40
2022
Q1 		$2.58M Sell
10,067
-22,375
-69% -$5.73M 0.73% 23
2021
Q4 		$9.51M Buy
32,442
+25,429
+363% +$7.66M 2.54% 9
2021
Q3 		$2.06M Buy
7,013
+201
+3% +$60.4K 0.53% 29
2021
Q2 		$2.12M Buy
6,812
+805
+13% +$242K 0.56% 27
2021
Q1 		$1.81M Sell
6,007
-1,393
-19% -$432K 0.53% 25
2020
Q4 		$2.12M Sell
7,400
-163
-2% -$41.5K 0.64% 26
2020
Q3 		$1.68M Sell
7,563
-680
-8% -$149K 0.48% 31
2020
Q2 		$1.71M Sell
8,243
-576
-7% -$108K 0.65% 30
2020
Q1 		$1.4M Sell
8,819
-1,176
-12% -$233K 0.52% 30
2019
Q4 		$2.14M Sell
9,995
-158
-2% -$32.1K 0.78% 26
2019
Q3 		$1.96M Buy
10,153
+120
+1% +$23.8K 0.86% 24
2019
Q2 		$2.02M Sell
10,033
-2,490
-20% -$492K 1.02% 21
2019
Q1 		$2.46M Sell
12,523
-38,179
-75% -$7.26M 1.03% 21
2018
Q4 		$8.52M Sell
50,702
-8,763
-15% -$1.63M 3.1% 11
2018
Q3 		$12.8M Sell
59,465
-18,995
-24% -$4.05M 5.17% 6
2018
Q2 		$16M Hold
78,460
– – 6.8% 4
2018
Q1 		$15M Buy
78,460
+40,384
+106% +$7.76M 6.26% 5
2017
Q4 		$7.38M Sell
38,076
-15,051
-28% -$2.75M 3.29% 9
2017
Q3 		$9.51M Buy
+53,127
New +$9.02M 3.45% 8
2017
Q2 		– Sell
-3,941
Closed -$637K – 334
2017
Q1 		$637K Buy
3,941
+279
+8% +$44.3K 0.38% 39
2016
Q4 		$564K Buy
+3,662
New +$547K 0.42% 52

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

Simon Quick Advisors's IWO Position: Q1 2026 in Review

Simon Quick Advisors reduced its iShares Russell 2000 Growth ETF (IWO) stake by 3.6% in Q1 2026, selling an estimated $136K and leaving 10,797 shares worth $3.39M. The position accounts for 0.16% of the portfolio, ranked #104.

Simon Quick Advisors first reported a position in IWO in Q4 2016 and has held it in 37 quarters since. The position peaked at $16M in Q2 2018. 1,021 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Simon Quick Advisors held 10,797 shares of iShares Russell 2000 Growth ETF worth $3.39M as of Q1 2026.
  • Simon Quick Advisors sold 408 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $136K.
  • iShares Russell 2000 Growth ETF made up 0.16% of Simon Quick Advisors's portfolio in Q1 2026, its #104 holding.
  • Simon Quick Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2016 and has held it in 37 quarters since.
  • Simon Quick Advisors's iShares Russell 2000 Growth ETF position peaked at $16M in Q2 2018.
  • 1,021 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Simon Quick Advisors's 13F filing for Q1 2026, filed 6 May 2026.