SAM
IWO icon

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

Smartleaf 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 		$1.16M Buy
3,846
+896
+30% +$298K 0.04% 372
2025
Q4 		$961K Buy
2,950
+891
+43% +$290K 0.04% 379
2025
Q3 		$659K Buy
2,059
+189
+10% +$57K 0.04% 422
2025
Q2 		$533K Buy
1,870
+1,134
+154% +$298K 0.05% 364
2025
Q1 		$190K Buy
736
+630
+594% +$178K 0.02% 593
2024
Q4 		$30.6K Buy
106
+98
+1,225% +$29K ﹤0.01% 1423
2024
Q3 		$2.27K Buy
+8
New +$2.19K ﹤0.01% 2433

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

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

Smartleaf Asset Management increased its iShares Russell 2000 Growth ETF (IWO) stake by 30% in Q1 2026, buying an estimated $298K and bringing the position to 3,846 shares worth $1.16M. The position accounts for 0.04% of the portfolio, ranked #372.

Smartleaf Asset Management first reported a position in IWO in Q3 2024 and has held it in 7 quarters since. 1,020 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Smartleaf Asset Management held 3,846 shares of iShares Russell 2000 Growth ETF worth $1.16M as of Q1 2026.
  • Smartleaf Asset Management bought 896 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $298K.
  • iShares Russell 2000 Growth ETF made up 0.04% of Smartleaf Asset Management's portfolio in Q1 2026, its #372 holding.
  • Smartleaf Asset Management first reported a position in iShares Russell 2000 Growth ETF in Q3 2024 and has held it in 7 quarters since.
  • 1,020 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

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