Thompson Siegel & Walmsley’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Thompson Siegel & Walmsley’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	$386K	Hold	979	–	–	0.01%	381
2026 Q1	$307K	Hold	979	–	–	0.01%	393
2025 Q4	$316K	Hold	979	–	–	0.01%	375
2025 Q3	$313K	Hold	979	–	–	0.01%	375
2025 Q2	$280K	Hold	979	–	–	﹤0.01%	373
2025 Q1	$250K	Sell	979 -89	-8%	-$25.1K	﹤0.01%	364
2024 Q4	$307K	Hold	1,068	–	–	﹤0.01%	350
2024 Q3	$303K	Hold	1,068	–	–	﹤0.01%	351
2024 Q2	$280K	Sell	1,068 -14	-1%	-$3.63K	﹤0.01%	333
2024 Q1	$293K	Sell	1,082 -25	-2%	-$6.39K	﹤0.01%	333
2023 Q4	$279K	Hold	1,107	–	–	﹤0.01%	326
2023 Q3	$248K	Hold	1,107	–	–	﹤0.01%	331
2023 Q2	$269K	Hold	1,107	–	–	﹤0.01%	337
2023 Q1	$251K	Sell	1,107 -15	-1%	-$3.43K	﹤0.01%	342
2022 Q4	$241K	Hold	1,122	–	–	﹤0.01%	327
2022 Q3	$232K	Hold	1,122	–	–	﹤0.01%	335
2022 Q2	$231K	Hold	1,122	–	–	﹤0.01%	331
2022 Q1	$287K	Hold	1,122	–	–	﹤0.01%	346
2021 Q4	$329K	Hold	1,122	–	–	﹤0.01%	338
2021 Q3	$329K	Sell	1,122 -36	-3%	-$10.8K	﹤0.01%	338
2021 Q2	$361K	Hold	1,158	–	–	﹤0.01%	337
2021 Q1	$348K	Sell	1,158 -51	-4%	-$15.8K	0.01%	318
2020 Q4	$347K	Hold	1,209	–	–	0.01%	306
2020 Q3	$268K	Buy	1,209 +369	+44%	+$80.8K	0.01%	305
2020 Q2	$174K	Hold	840	–	–	﹤0.01%	339
2020 Q1	$133K	Buy	+840	New	+$167K	﹤0.01%	340
2014 Q1	–	Sell	-50	Closed	-$7K	–	669
2013 Q4	$7K	Buy	+50	New	+$6.48K	﹤0.01%	599

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

Thompson Siegel & Walmsley's IWO Position: Q2 2026 in Review

Thompson Siegel & Walmsley held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 979 shares worth $386K. The position accounts for 0.01% of the portfolio, ranked #381.

Thompson Siegel & Walmsley first reported a position in IWO in Q4 2013 and has held it in 27 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Thompson Siegel & Walmsley held 979 shares of iShares Russell 2000 Growth ETF worth $386K as of Q2 2026.
Thompson Siegel & Walmsley left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.01% of Thompson Siegel & Walmsley's portfolio in Q2 2026, its #381 holding.
Thompson Siegel & Walmsley first reported a position in iShares Russell 2000 Growth ETF in Q4 2013 and has held it in 27 quarters since.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Thompson Siegel & Walmsley's 13F filing for Q2 2026, filed 11 Aug 2026.