Wasatch Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Wasatch Advisors’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	–	Sell	-3,093	Closed	-$999K	–	229
2025 Q4	$999K	Buy	+3,093	New	+$1.01M	0.01%	216
2024 Q1	–	Sell	-2,244	Closed	-$566K	–	257
2023 Q4	$566K	Buy	+2,244	New	+$506K	﹤0.01%	243
2023 Q1	–	Sell	-10,270	Closed	-$2.2M	–	268
2022 Q4	$2.2M	Sell	10,270 -4,412	-30%	-$967K	0.01%	234
2022 Q3	$3.03M	Buy	+14,682	New	+$3.3M	0.02%	218
2022 Q1	–	Sell	-3,730	Closed	-$1.09M	–	269
2021 Q4	$1.09M	Buy	+3,730	New	+$1.12M	﹤0.01%	251
2020 Q1	–	Sell	-468	Closed	-$100K	–	247
2019 Q4	$100K	Buy	+468	New	+$95K	﹤0.01%	245
2017 Q1	–	Sell	-7,888	Closed	-$1.21M	–	357
2016 Q4	$1.21M	Buy	+7,888	New	+$1.18M	0.02%	301
2016 Q1	–	Sell	-2,000	Closed	-$279K	–	371
2015 Q4	$279K	Buy	+2,000	New	+$284K	﹤0.01%	363
2015 Q1	–	Sell	-3,990	Closed	-$568K	–	383
2014 Q4	$568K	Buy	+3,990	New	+$540K	0.01%	365

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Wasatch Advisors's IWO Position: Q1 2026 in Review

Wasatch Advisors sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2026, closing a stake of 3,093 shares — an estimated $999K sold.

Wasatch Advisors first reported a position in IWO in Q4 2014 and held it in 9 quarters. The position peaked at $3.03M in Q3 2022. 1,021 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

Wasatch Advisors reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2026 after selling out during the quarter.
Wasatch Advisors sold 3,093 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $999K.
Wasatch Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2014 and held it in 9 quarters.
Wasatch Advisors's iShares Russell 2000 Growth ETF position peaked at $3.03M in Q3 2022.
1,021 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Wasatch Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.