ST
IWO icon

Smithfield Trust’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Smithfield Trust’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 		$229K Hold
721
– – 0.01% 344
2025
Q4 		$235K Sell
721
-129
-15% -$42K 0.01% 336
2025
Q3 		$273K Sell
850
-80
-9% -$24.1K 0.01% 299
2025
Q2 		$265K Buy
930
+145
+18% +$38.2K 0.01% 303
2025
Q1 		$200K Sell
785
-34
-4% -$9.6K 0.01% 344
2024
Q4 		$235K Hold
819
– – 0.01% 313
2024
Q3 		$233K Hold
819
– – 0.01% 322
2024
Q2 		$215K Buy
819
+52
+7% +$13.5K 0.01% 314
2024
Q1 		$208K Sell
767
-1,096
-59% -$280K 0.01% 324
2023
Q4 		$470K Hold
1,863
– – 0.03% 209
2023
Q3 		$419K Hold
1,863
– – 0.03% 209
2023
Q2 		$453K Hold
1,863
– – 0.03% 207
2023
Q1 		$421K Sell
1,863
-460
-20% -$105K 0.03% 207
2022
Q4 		$501K Hold
2,323
– – 0.03% 177
2022
Q3 		$483K Buy
2,323
+80
+4% +$18K 0.03% 172
2022
Q2 		$466K Sell
2,243
-78
-3% -$17.4K 0.03% 174
2022
Q1 		$593K Hold
2,321
– – 0.04% 165
2021
Q4 		$680K Sell
2,321
-642
-22% -$193K 0.04% 163
2021
Q3 		$869K Hold
2,963
– – 0.06% 140
2021
Q2 		$924K Sell
2,963
-200
-6% -$60.2K 0.06% 136
2021
Q1 		$951K Sell
3,163
-155
-5% -$48.1K 0.07% 132
2020
Q4 		$951K Sell
3,318
-248
-7% -$63.2K 0.07% 129
2020
Q3 		$790K Hold
3,566
– – 0.06% 136
2020
Q2 		$738K Sell
3,566
-167
-4% -$31.2K 0.07% 132
2020
Q1 		$591K Sell
3,733
-258
-6% -$51.2K 0.06% 136
2019
Q4 		$855K Sell
3,991
-126
-3% -$25.6K 0.08% 124
2019
Q3 		$794K Buy
4,117
+3
+0.1% +$595 0.08% 123
2019
Q2 		$826K Sell
4,114
-183
-4% -$36.2K 0.09% 117
2019
Q1 		$845K Hold
4,297
– – 0.09% 114
2018
Q4 		$722K Sell
4,297
-626
-13% -$117K 0.08% 115
2018
Q3 		$1.06M Buy
4,923
+105
+2% +$22.4K 0.11% 100
2018
Q2 		$984K Hold
4,818
– – 0.11% 99
2018
Q1 		$918K Sell
4,818
-112
-2% -$21.5K 0.11% 105
2017
Q4 		$920K Sell
4,930
-74
-1% -$13.5K 0.11% 111
2017
Q3 		$896K Buy
5,004
+865
+21% +$147K 0.12% 104
2017
Q2 		$698K Sell
4,139
-23
-0.6% -$3.79K 0.1% 123
2017
Q1 		$672K Buy
4,162
+388
+10% +$61.6K 0.11% 123
2016
Q4 		$581K Buy
3,774
+78
+2% +$11.6K 0.1% 137
2016
Q3 		$551K Buy
3,696
+533
+17% +$77.7K 0.1% 123
2016
Q2 		$434K Buy
3,163
+806
+34% +$109K 0.08% 154
2016
Q1 		$313K Buy
2,357
+1,288
+120% +$161K 0.06% 188
2015
Q4 		$149K Sell
1,069
-1,201
-53% -$170K 0.03% 316
2015
Q3 		$304K Buy
2,270
+586
+35% +$86.8K 0.06% 193
2015
Q2 		$261K Buy
1,684
+299
+22% +$45.8K 0.05% 233
2015
Q1 		$210K Hold
1,385
– – 0.04% 306
2014
Q4 		$197K Hold
1,385
– – 0.04% 308
2014
Q3 		$180K Hold
1,385
– – 0.04% 327
2014
Q2 		$192K Hold
1,385
– – 0.04% 340
2014
Q1 		$188K Buy
1,385
+685
+98% +$93.7K 0.04% 353
2013
Q4 		$95K Buy
+700
New +$90.7K 0.02% 442

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

Smithfield Trust's IWO Position: Q1 2026 in Review

Smithfield Trust held its iShares Russell 2000 Growth ETF (IWO) position steady in Q1 2026 at 721 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #344.

Smithfield Trust first reported a position in IWO in Q4 2013 and has held it in 50 quarters since. The position peaked at $1.06M in Q3 2018. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Smithfield Trust held 721 shares of iShares Russell 2000 Growth ETF worth $229K as of Q1 2026.
  • Smithfield Trust left its iShares Russell 2000 Growth ETF share count unchanged in Q1 2026.
  • iShares Russell 2000 Growth ETF made up 0.01% of Smithfield Trust's portfolio in Q1 2026, its #344 holding.
  • Smithfield Trust first reported a position in iShares Russell 2000 Growth ETF in Q4 2013 and has held it in 50 quarters since.
  • Smithfield Trust's iShares Russell 2000 Growth ETF position peaked at $1.06M in Q3 2018.
  • 1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Smithfield Trust's 13F filing for Q1 2026, filed 8 May 2026.