Sterling Capital Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Sterling Capital 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 Q2	$2M	Buy	5,074 +146	+3%	+$53.3K	0.03%	365
2026 Q1	$1.55M	Buy	4,928 +952	+24%	+$317K	0.03%	384
2025 Q4	$1.28M	Sell	3,976 -1,124	-22%	-$366K	0.02%	560
2025 Q3	$1.63M	Buy	5,100 +1,337	+36%	+$403K	0.02%	462
2025 Q2	$1.08M	Buy	3,763 +1,615	+75%	+$425K	0.02%	603
2025 Q1	$549K	Sell	2,148 -34	-2%	-$9.6K	0.01%	814
2024 Q4	$628K	Buy	2,182 +240	+12%	+$71K	0.01%	789
2024 Q3	$552K	Buy	+1,942	New	+$532K	0.01%	810
2019 Q3	$135M	Buy	702,480 +283,964	+68%	+$56.3M	1.28%	6
2019 Q2	$84.1M	Sell	418,516 -26,169	-6%	-$5.18M	0.81%	31
2019 Q1	$87.5M	Buy	+444,685	New	+$84.6M	0.86%	26

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Sterling Capital Management's IWO Position: Q2 2026 in Review

Sterling Capital Management increased its iShares Russell 2000 Growth ETF (IWO) stake by 3% in Q2 2026, buying an estimated $53.3K and bringing the position to 5,074 shares worth $2M. The position accounts for 0.03% of the portfolio, ranked #365.

Sterling Capital Management first reported a position in IWO in Q1 2019 and has held it in 11 quarters since. The position peaked at $135M in Q3 2019. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Sterling Capital Management held 5,074 shares of iShares Russell 2000 Growth ETF worth $2M as of Q2 2026.
Sterling Capital Management bought 146 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $53.3K.
iShares Russell 2000 Growth ETF made up 0.03% of Sterling Capital Management's portfolio in Q2 2026, its #365 holding.
Sterling Capital Management first reported a position in iShares Russell 2000 Growth ETF in Q1 2019 and has held it in 11 quarters since.
Sterling Capital Management's iShares Russell 2000 Growth ETF position peaked at $135M in Q3 2019.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Sterling Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.