Smith, Moore & Co’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Smith, Moore & Co’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	$381K	Buy	1,215 +119	+11%	+$39.6K	0.03%	381
2025 Q4	$354K	Sell	1,096 -37	-3%	-$12K	0.03%	379
2025 Q3	$363K	Hold	1,133	–	–	0.03%	370
2025 Q2	$324K	Buy	1,133 +1	+0.1%	+$263	0.03%	382
2025 Q1	$289K	Hold	1,132	–	–	0.03%	384
2024 Q4	$326K	Buy	1,132 +2	+0.2%	+$592	0.03%	358
2024 Q3	$321K	Buy	1,130 +1	+0.1%	+$274	0.03%	351
2024 Q2	$296K	Buy	1,129 +1	+0.1%	+$260	0.03%	350
2024 Q1	$306K	Hold	1,128	–	–	0.03%	342
2023 Q4	$284K	Buy	1,128 +8	+0.7%	+$1.8K	0.03%	335
2023 Q3	$251K	Hold	1,120	–	–	0.03%	328
2023 Q2	$272K	Buy	1,120 +1	+0.1%	+$229	0.03%	326
2023 Q1	$254K	Buy	1,119 +24	+2%	+$5.49K	0.03%	322
2022 Q4	$235K	Sell	1,095 -110	-9%	-$24.1K	0.03%	335
2022 Q3	$249K	Buy	1,205 +16	+1%	+$3.6K	0.04%	316
2022 Q2	$245K	Hold	1,189	–	–	0.04%	329
2022 Q1	$304K	Buy	1,189 +1	+0.1%	+$256	0.04%	317
2021 Q4	$348K	Hold	1,188	–	–	0.05%	299
2021 Q3	$349K	Buy	1,188 +1	+0.1%	+$300	0.05%	284
2021 Q2	$370K	Sell	1,187 -500	-30%	-$150K	0.06%	278
2021 Q1	$507K	Buy	1,687 +500	+42%	+$155K	0.08%	231
2020 Q4	$340K	Buy	1,187 +1	+0.1%	+$255	0.06%	248
2020 Q3	$263K	Hold	1,186	–	–	0.05%	268
2020 Q2	$245K	Buy	+1,186	New	+$222K	0.05%	267
2020 Q1	–	Sell	-2,234	Closed	-$479K	–	311
2019 Q4	$479K	Buy	2,234 +1	+0%	+$203	0.1%	184
2019 Q3	$430K	Sell	2,233 -22	-1%	-$4.36K	0.1%	203
2019 Q2	$453K	Sell	2,255 -100	-4%	-$19.8K	0.1%	195
2019 Q1	$463K	Buy	2,355 +1,051	+81%	+$200K	0.11%	181
2018 Q4	$219K	Sell	1,304 -24	-2%	-$4.48K	0.06%	277
2018 Q3	$286K	Buy	1,328 +145	+12%	+$30.9K	0.07%	261
2018 Q2	$242K	Hold	1,183	–	–	0.06%	280
2018 Q1	$225K	Sell	1,183 -1	-0.1%	-$192	0.06%	272
2017 Q4	$221K	Sell	1,184 -2,163	-65%	-$395K	0.06%	264
2017 Q3	$599K	Buy	3,347 +375	+13%	+$63.7K	0.17%	120
2017 Q2	$502K	Buy	2,972 +751	+34%	+$124K	0.17%	112
2017 Q1	$359K	Buy	2,221 +789	+55%	+$125K	0.13%	157
2016 Q4	$220K	Buy	+1,432	New	+$214K	0.08%	207

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

Smith, Moore & Co's IWO Position: Q1 2026 in Review

Smith, Moore & Co increased its iShares Russell 2000 Growth ETF (IWO) stake by 11% in Q1 2026, buying an estimated $39.6K and bringing the position to 1,215 shares worth $381K. The position accounts for 0.03% of the portfolio, ranked #381.

Smith, Moore & Co first reported a position in IWO in Q4 2016 and has held it in 37 quarters since. The position peaked at $599K in Q3 2017. 1,021 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

Smith, Moore & Co held 1,215 shares of iShares Russell 2000 Growth ETF worth $381K as of Q1 2026.
Smith, Moore & Co bought 119 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $39.6K.
iShares Russell 2000 Growth ETF made up 0.03% of Smith, Moore & Co's portfolio in Q1 2026, its #381 holding.
Smith, Moore & Co first reported a position in iShares Russell 2000 Growth ETF in Q4 2016 and has held it in 37 quarters since.
Smith, Moore & Co's iShares Russell 2000 Growth ETF position peaked at $599K in Q3 2017.
1,021 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Smith, Moore & Co's 13F filing for Q1 2026, filed 5 May 2026.