Stifel Financial
IWO icon

Stifel Financial’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Stifel Financial’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 		$23.7M Sell
75,549
-22,016
-23% -$7.32M 0.02% 568
2025
Q4 		$31.5M Buy
97,565
+19,600
+25% +$6.37M 0.03% 482
2025
Q3 		$25M Buy
77,965
+8,808
+13% +$2.66M 0.02% 546
2025
Q2 		$19.8M Sell
69,157
-7,926
-10% -$2.09M 0.02% 597
2025
Q1 		$19.7M Buy
77,083
+2,329
+3% +$657K 0.02% 564
2024
Q4 		$21.5M Buy
74,754
+2,674
+4% +$791K 0.02% 548
2024
Q3 		$20.5M Buy
72,080
+384
+0.5% +$105K 0.02% 568
2024
Q2 		$18.8M Sell
71,696
-5,075
-7% -$1.32M 0.02% 571
2024
Q1 		$20.8M Sell
76,771
-9,421
-11% -$2.41M 0.02% 536
2023
Q4 		$21.7M Buy
86,192
+12,476
+17% +$2.81M 0.03% 483
2023
Q3 		$16.5M Sell
73,716
-3,753
-5% -$898K 0.02% 534
2023
Q2 		$18.8M Buy
77,469
+11,358
+17% +$2.6M 0.03% 501
2023
Q1 		$15M Sell
66,111
-5,215
-7% -$1.19M 0.02% 545
2022
Q4 		$15.3M Buy
71,326
+15,603
+28% +$3.42M 0.02% 534
2022
Q3 		$11.5M Buy
55,723
+1,136
+2% +$256K 0.02% 594
2022
Q2 		$11.3M Sell
54,587
-1,261
-2% -$281K 0.02% 616
2022
Q1 		$14.3M Sell
55,848
-12,094
-18% -$3.1M 0.02% 594
2021
Q4 		$19.9M Buy
67,942
+12,949
+24% +$3.9M 0.03% 509
2021
Q3 		$16.1M Sell
54,993
-16,933
-24% -$5.09M 0.02% 542
2021
Q2 		$22.4M Sell
71,926
-1,503
-2% -$452K 0.03% 436
2021
Q1 		$22.1M Sell
73,429
-4,581
-6% -$1.42M 0.04% 405
2020
Q4 		$22.4M Buy
78,010
+19,560
+33% +$4.99M 0.04% 373
2020
Q3 		$12.9M Sell
58,450
-15,192
-21% -$3.33M 0.03% 465
2020
Q2 		$15.2M Buy
73,642
+4,384
+6% +$820K 0.04% 389
2020
Q1 		$10.9M Sell
69,258
-4,193
-6% -$832K 0.03% 421
2019
Q4 		$15.7M Buy
73,451
+5,825
+9% +$1.18M 0.03% 440
2019
Q3 		$13.1M Sell
67,626
-13,277
-16% -$2.63M 0.03% 458
2019
Q2 		$16.2M Sell
80,903
-10,464
-11% -$2.07M 0.04% 396
2019
Q1 		$18M Sell
91,367
-27,741
-23% -$5.28M 0.05% 345
2018
Q4 		$20.2M Buy
119,108
+15,600
+15% +$2.91M 0.07% 277
2018
Q3 		$22.3M Buy
103,508
+6,006
+6% +$1.28M 0.06% 280
2018
Q2 		$19.8M Buy
97,502
+16,419
+20% +$3.28M 0.06% 306
2018
Q1 		$15.5M Buy
81,083
+3,780
+5% +$726K 0.05% 375
2017
Q4 		$14.4M Sell
77,303
-34,249
-31% -$6.25M 0.05% 390
2017
Q3 		$20.2M Sell
111,552
-23,064
-17% -$3.92M 0.07% 281
2017
Q2 		$23.1M Buy
134,616
+40,952
+44% +$6.74M 0.09% 243
2017
Q1 		$15M Sell
93,664
-126,401
-57% -$20.1M 0.06% 330
2016
Q4 		$33.8M Sell
220,065
-20,815
-9% -$3.11M 0.14% 166
2016
Q3 		$35.9M Buy
240,880
+37,999
+19% +$5.54M 0.16% 151
2016
Q2 		$27.8M Buy
202,881
+8,543
+4% +$1.15M 0.13% 170
2016
Q1 		$25.8M Sell
194,338
-63,927
-25% -$7.98M 0.14% 166
2015
Q4 		$36M Buy
258,265
+48,632
+23% +$6.9M 0.19% 130
2015
Q3 		$28.1M Buy
209,633
+15,466
+8% +$2.29M 0.16% 155
2015
Q2 		$29.9M Sell
194,167
-18,632
-9% -$2.86M 0.15% 157
2015
Q1 		$32.3M Buy
212,799
+91,162
+75% +$13.3M 0.18% 147
2014
Q4 		$17.3M Sell
121,637
-33,081
-21% -$4.48M 0.1% 267
2014
Q3 		$20.1M Buy
154,718
+46,765
+43% +$6.27M 0.18% 139
2014
Q2 		$14.9M Sell
107,953
-12,747
-11% -$1.68M 0.13% 197
2014
Q1 		$16.4M Buy
+120,700
New +$16.5M 0.16% 167

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

Stifel Financial's IWO Position: Q1 2026 in Review

Stifel Financial reduced its iShares Russell 2000 Growth ETF (IWO) stake by 23% in Q1 2026, selling an estimated $7.32M and leaving 75,549 shares worth $23.7M. The position accounts for 0.02% of the portfolio, ranked #568.

Stifel Financial first reported a position in IWO in Q1 2014 and has held it in 49 quarters since. The position peaked at $36M in Q4 2015. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Stifel Financial held 75,549 shares of iShares Russell 2000 Growth ETF worth $23.7M as of Q1 2026.
  • Stifel Financial sold 22,016 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $7.32M.
  • iShares Russell 2000 Growth ETF made up 0.02% of Stifel Financial's portfolio in Q1 2026, its #568 holding.
  • Stifel Financial first reported a position in iShares Russell 2000 Growth ETF in Q1 2014 and has held it in 49 quarters since.
  • Stifel Financial's iShares Russell 2000 Growth ETF position peaked at $36M in Q4 2015.
  • 1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.