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Waldron Private Wealth’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Waldron Private Wealth’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 		$19.1M Sell
60,860
-4,737
-7% -$1.58M 0.74% 28
2025
Q4 		$21.2M Sell
65,597
-2,333
-3% -$759K 0.84% 25
2025
Q3 		$21.7M Sell
67,930
-421
-0.6% -$127K 0.88% 25
2025
Q2 		$19.5M Sell
68,351
-2,032
-3% -$535K 0.85% 26
2025
Q1 		$18M Sell
70,383
-8,092
-10% -$2.28M 0.85% 27
2024
Q4 		$22.6M Sell
78,475
-1,639
-2% -$485K 0.91% 23
2024
Q3 		$22.8M Sell
80,114
-3,894
-5% -$1.07M 0.95% 22
2024
Q2 		$22.1M Sell
84,008
-1,800
-2% -$467K 0.99% 22
2024
Q1 		$23.2M Sell
85,808
-9,933
-10% -$2.54M 1.05% 20
2023
Q4 		$24.1M Sell
95,741
-1,847
-2% -$416K 1.15% 19
2023
Q3 		$21.9M Sell
97,588
-5,071
-5% -$1.21M 1.14% 20
2023
Q2 		$24.9M Sell
102,659
-4,802
-4% -$1.1M 1.24% 18
2023
Q1 		$24.4M Buy
107,461
+9,597
+10% +$2.2M 1.19% 18
2022
Q4 		$20.2M Hold
97,864
– – 1.26% 20
2022
Q3 		$20.2M Sell
97,864
-1,384
-1% -$311K 1.26% 20
2022
Q2 		$20.5M Buy
99,248
+3,262
+3% +$727K 1.15% 21
2022
Q1 		$24.5M Sell
95,986
-2,946
-3% -$754K 1.26% 18
2021
Q4 		$29M Sell
98,932
-6,347
-6% -$1.91M 1.43% 16
2021
Q3 		$30.9M Sell
105,279
-1,799
-2% -$540K 1.8% 14
2021
Q2 		$33.4M Sell
107,078
-1,248
-1% -$375K 2.13% 9
2021
Q1 		$32.6M Sell
108,326
-11,407
-10% -$3.54M 2.26% 10
2020
Q4 		$34.3M Sell
119,733
-16,121
-12% -$4.11M 2.55% 9
2020
Q3 		$30.1M Sell
135,854
-204
-0.1% -$44.6K 2.57% 9
2020
Q2 		$28.1M Buy
136,058
+12,516
+10% +$2.34M 2.49% 9
2020
Q1 		$19.5M Sell
123,542
-49,740
-29% -$9.88M 2.08% 11
2019
Q4 		$37.1M Buy
173,282
+6,152
+4% +$1.25M 3.31% 6
2019
Q3 		$32.2M Sell
167,130
-901
-0.5% -$179K 3.28% 5
2019
Q2 		$33.8M Sell
168,031
-4,266
-2% -$844K 3.59% 5
2019
Q1 		$33.9M Sell
172,297
-6,957
-4% -$1.32M 3.82% 5
2018
Q4 		$30.1M Sell
179,254
-4,570
-2% -$852K 4.34% 5
2018
Q3 		$39.5M Buy
183,824
+666
+0.4% +$142K 7.7% 3
2018
Q2 		$37.4M Sell
183,158
-2,489
-1% -$498K 8.11% 3
2018
Q1 		$35.4M Sell
185,647
-2,629
-1% -$505K 7.97% 3
2017
Q4 		$35.2M Buy
188,276
+107,238
+132% +$19.6M 8.27% 3
2017
Q3 		$14.5M Sell
81,038
-59
-0.1% -$10K 4.05% 3
2017
Q2 		$13.7M Sell
81,097
-797
-1% -$131K 4.35% 3
2017
Q1 		$13.2M Buy
81,894
+13,573
+20% +$2.15M 3.31% 3
2016
Q4 		$10.5M Buy
68,321
+6,876
+11% +$1.03M 3.61% 4
2016
Q3 		$9.14M Buy
61,445
+1,365
+2% +$199K 3.31% 4
2016
Q2 		$8.27M Sell
60,080
-3,415
-5% -$461K 3.04% 5
2016
Q1 		$8.46M Sell
63,495
-13,011
-17% -$1.62M 3.19% 5
2015
Q4 		$10.7M Buy
76,506
+16,752
+28% +$2.38M 3.98% 4
2015
Q3 		$8.04M Sell
59,754
-7,295
-11% -$1.08M 3.47% 6
2015
Q2 		$10.3M Buy
67,049
+706
+1% +$108K 4.07% 5
2015
Q1 		$10.1M Buy
66,343
+1,510
+2% +$220K 4.09% 5
2014
Q4 		$9.23M Buy
64,833
+9,913
+18% +$1.34M 3.84% 5
2014
Q3 		$7.12M Buy
54,920
+759
+1% +$102K 3.38% 5
2014
Q2 		$7.5M Buy
54,161
+1,424
+3% +$187K 3.46% 5
2014
Q1 		$7.18M Sell
52,737
-6,385
-11% -$873K 3.49% 6
2013
Q4 		$8.01M Buy
+59,122
New +$7.66M 3.65% 5

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

Waldron Private Wealth's IWO Position: Q1 2026 in Review

Waldron Private Wealth reduced its iShares Russell 2000 Growth ETF (IWO) stake by 7.2% in Q1 2026, selling an estimated $1.58M and leaving 60,860 shares worth $19.1M. The position accounts for 0.74% of the portfolio, ranked #28.

Waldron Private Wealth first reported a position in IWO in Q4 2013 and has held it in 50 quarters since. The position peaked at $39.5M in Q3 2018. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Waldron Private Wealth held 60,860 shares of iShares Russell 2000 Growth ETF worth $19.1M as of Q1 2026.
  • Waldron Private Wealth sold 4,737 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $1.58M.
  • iShares Russell 2000 Growth ETF made up 0.74% of Waldron Private Wealth's portfolio in Q1 2026, its #28 holding.
  • Waldron Private Wealth first reported a position in iShares Russell 2000 Growth ETF in Q4 2013 and has held it in 50 quarters since.
  • Waldron Private Wealth's iShares Russell 2000 Growth ETF position peaked at $39.5M in Q3 2018.
  • 1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Waldron Private Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.