Truist Financial
IWO icon

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

Truist 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
Q2 		$44.4M Sell
112,730
-7,257
-6% -$2.65M 0.05% 270
2026
Q1 		$37.7M Sell
119,987
-3,213
-3% -$1.07M 0.05% 292
2025
Q4 		$39.8M Sell
123,200
-3,667
-3% -$1.19M 0.05% 277
2025
Q3 		$40.6M Sell
126,867
-4,132
-3% -$1.25M 0.05% 274
2025
Q2 		$37.4M Sell
130,999
-3,677
-3% -$968K 0.05% 278
2025
Q1 		$34.4M Sell
134,676
-5,361
-4% -$1.51M 0.06% 283
2024
Q4 		$40.3M Buy
140,037
+1,334
+1% +$395K 0.06% 268
2024
Q3 		$39.4M Sell
138,703
-14,209
-9% -$3.89M 0.06% 272
2024
Q2 		$40.1M Sell
152,912
-25,581
-14% -$6.64M 0.06% 271
2024
Q1 		$48.3M Buy
178,493
+23,686
+15% +$6.05M 0.07% 241
2023
Q4 		$39M Sell
154,807
-16,727
-10% -$3.77M 0.06% 270
2023
Q3 		$38.4M Sell
171,534
-25,327
-13% -$6.06M 0.06% 266
2023
Q2 		$47.8M Sell
196,861
-4,334
-2% -$994K 0.08% 226
2023
Q1 		$45.6M Sell
201,195
-53,133
-21% -$12.2M 0.08% 228
2022
Q4 		$54.6M Buy
254,328
+48,840
+24% +$10.7M 0.1% 197
2022
Q3 		$42.5M Sell
205,488
-5,631
-3% -$1.27M 0.08% 226
2022
Q2 		$43.6M Sell
211,119
-16,580
-7% -$3.7M 0.08% 225
2022
Q1 		$58.2M Sell
227,699
-8,434
-4% -$2.16M 0.09% 206
2021
Q4 		$69.2M Sell
236,133
-13,404
-5% -$4.04M 0.11% 191
2021
Q3 		$73.3M Buy
249,537
+54,506
+28% +$16.4M 0.12% 180
2021
Q2 		$60.8M Sell
195,031
-59,093
-23% -$17.8M 0.1% 210
2021
Q1 		$76.4M Sell
254,124
-145,396
-36% -$45.1M 0.13% 168
2020
Q4 		$115M Sell
399,520
-440,075
-52% -$112M 0.22% 106
2020
Q3 		$186M Sell
839,595
-23,586
-3% -$5.16M 0.41% 56
2020
Q2 		$179M Sell
863,181
-12,296
-1% -$2.3M 0.4% 59
2020
Q1 		$138M Sell
875,477
-34,832
-4% -$6.92M 0.36% 62
2019
Q4 		$195M Buy
910,309
+867,381
+2,021% +$176M 0.4% 57
2019
Q3 		$8.27M Sell
42,928
-267
-0.6% -$52.9K 0.14% 162
2019
Q2 		$8.68M Buy
43,195
+2,137
+5% +$423K 0.15% 148
2019
Q1 		$8.07M Buy
41,058
+323
+0.8% +$61.5K 0.14% 155
2018
Q4 		$6.84M Buy
40,735
+7,680
+23% +$1.43M 0.14% 159
2018
Q3 		$7.11M Buy
33,055
+1,539
+5% +$328K 0.13% 177
2018
Q2 		$6.44M Sell
31,516
-3,126
-9% -$625K 0.12% 194
2018
Q1 		$6.6M Buy
34,642
+60
+0.2% +$11.5K 0.13% 198
2017
Q4 		$6.46M Buy
34,582
+2,290
+7% +$418K 0.12% 208
2017
Q3 		$5.78M Sell
32,292
-331
-1% -$56.2K 0.11% 219
2017
Q2 		$5.51M Sell
32,623
-565
-2% -$93K 0.11% 223
2017
Q1 		$5.37M Buy
33,188
+275
+0.8% +$43.6K 0.11% 222
2016
Q4 		$5.07M Sell
32,913
-2,617
-7% -$391K 0.1% 227
2016
Q3 		$5.29M Sell
35,530
-1,566
-4% -$228K 0.11% 222
2016
Q2 		$5.09M Buy
37,096
+1,714
+5% +$231K 0.11% 222
2016
Q1 		$4.69M Buy
35,382
+3,035
+9% +$379K 0.12% 198
2015
Q4 		$4.5M Sell
32,347
-3,694
-10% -$524K 0.12% 203
2015
Q3 		$4.83M Sell
36,041
-1,839
-5% -$272K 0.13% 196
2015
Q2 		$5.86M Buy
37,880
+4,909
+15% +$752K 0.16% 162
2015
Q1 		$5M Buy
32,971
+1,668
+5% +$243K 0.14% 176
2014
Q4 		$4.46M Buy
31,303
+1,494
+5% +$202K 0.13% 183
2014
Q3 		$3.87M Buy
29,809
+8,611
+41% +$1.15M 0.12% 197
2014
Q2 		$2.93M Buy
21,198
+1,461
+7% +$192K 0.09% 236
2014
Q1 		$2.69M Buy
19,737
+4
+0% +$547 0.08% 236
2013
Q4 		$2.67M Buy
19,733
+8,733
+79% +$1.13M 0.09% 240
2013
Q3 		$1.39M Buy
11,000
+2,219
+25% +$267K 0.05% 298
2013
Q2 		$979K Buy
+8,781
New +$959K 0.04% 325

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
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

Truist Financial's IWO Position: Q2 2026 in Review

Truist Financial reduced its iShares Russell 2000 Growth ETF (IWO) stake by 6% in Q2 2026, selling an estimated $2.65M and leaving 112,730 shares worth $44.4M. The position accounts for 0.05% of the portfolio, ranked #270.

Truist Financial first reported a position in IWO in Q2 2013 and has held it in 53 quarters since. The position peaked at $195M in Q4 2019. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Truist Financial held 112,730 shares of iShares Russell 2000 Growth ETF worth $44.4M as of Q2 2026.
  • Truist Financial sold 7,257 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $2.65M.
  • iShares Russell 2000 Growth ETF made up 0.05% of Truist Financial's portfolio in Q2 2026, its #270 holding.
  • Truist Financial first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and has held it in 53 quarters since.
  • Truist Financial's iShares Russell 2000 Growth ETF position peaked at $195M in Q4 2019.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.