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StoneX Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History

StoneX Group’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 		$253K Sell
808
-2,693
-77% -$896K 0.01% 638
2025
Q4 		$1.14M Buy
3,501
+10
+0.3% +$3.25K 0.05% 312
2025
Q3 		$1.12M Buy
3,491
+175
+5% +$52.8K 0.05% 324
2025
Q2 		$948K Sell
3,316
-619
-16% -$163K 0.05% 339
2025
Q1 		$1.01M Sell
3,935
-25
-0.6% -$7.06K 0.06% 289
2024
Q4 		$1.14M Buy
3,960
+13
+0.3% +$3.85K 0.06% 261
2024
Q3 		$1.12M Buy
3,947
+345
+10% +$94.5K 0.5% 42
2024
Q2 		$946K Buy
3,602
+16
+0.4% +$4.15K 0.44% 48
2024
Q1 		$971K Sell
3,586
-972
-21% -$248K 0.5% 39
2023
Q4 		$1.14M Sell
4,558
-218
-5% -$49.1K 0.61% 35
2023
Q3 		$1.07M Buy
4,776
+3
+0.1% +$718 0.59% 26
2023
Q2 		$1.16M Buy
4,773
+19
+0.4% +$4.36K 0.65% 25
2023
Q1 		$1.08M Sell
4,754
-634
-12% -$145K 0.64% 25
2022
Q4 		$1.16M Buy
5,388
+104
+2% +$22.8K 0.17% 94
2022
Q3 		$1.09M Sell
5,284
-538
-9% -$121K 0.2% 87
2022
Q2 		$1.2M Buy
5,822
+571
+11% +$127K 0.2% 85
2022
Q1 		$1.34M Buy
5,251
+222
+4% +$56.8K 0.13% 136
2021
Q4 		$1.47M Buy
5,029
+81
+2% +$24.4K 0.17% 121
2021
Q3 		$1.45M Buy
4,948
+228
+5% +$68.5K 0.21% 103
2021
Q2 		$1.47M Sell
4,720
-19
-0.4% -$5.72K 0.22% 94
2021
Q1 		$1.43M Buy
4,739
+140
+3% +$43.5K 0.26% 74
2020
Q4 		$1.32M Buy
4,599
+122
+3% +$31.1K 0.29% 61
2020
Q3 		$992K Buy
4,477
+117
+3% +$25.6K 0.32% 71
2020
Q2 		$902K Buy
4,360
+1,564
+56% +$292K 0.34% 73
2020
Q1 		$443K Sell
2,796
-620
-18% -$123K 0.24% 121
2019
Q4 		$732K Buy
+3,416
New +$693K 0.3% 102

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

StoneX Group's IWO Position: Q1 2026 in Review

StoneX Group reduced its iShares Russell 2000 Growth ETF (IWO) stake by 77% in Q1 2026, selling an estimated $896K and leaving 808 shares worth $253K. The position accounts for 0.01% of the portfolio, ranked #638.

StoneX Group first reported a position in IWO in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.47M in Q4 2021. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • StoneX Group held 808 shares of iShares Russell 2000 Growth ETF worth $253K as of Q1 2026.
  • StoneX Group sold 2,693 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $896K.
  • iShares Russell 2000 Growth ETF made up 0.01% of StoneX Group's portfolio in Q1 2026, its #638 holding.
  • StoneX Group first reported a position in iShares Russell 2000 Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • StoneX Group's iShares Russell 2000 Growth ETF position peaked at $1.47M in Q4 2021.
  • 1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.