Wells Fargo
IWO icon

Wells Fargo’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Wells Fargo’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
2016
Q1 		– Sell
-24,600
Closed -$14K – 6307
2015
Q4 		$14K Buy
+24,600
New +$3.49M ﹤0.01% 5662
2013
Q3 		– Sell
-1,300
Closed -$2K – 5744
2013
Q2 		$2K Buy
+1,300
New +$142K ﹤0.01% 5378

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
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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Wells Fargo's IWO Position: Q1 2026 in Review

Wells Fargo reduced its iShares Russell 2000 Growth ETF (IWO) stake by 6% in Q1 2026, selling an estimated $15.6M and leaving 730,324 shares worth $229M. The position accounts for 0.04% of the portfolio, ranked #355.

Wells Fargo first reported a position in IWO in Q2 2013 and has held it in 52 quarters since. The position peaked at $668M in Q1 2021. 1,021 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Wells Fargo held 730,324 shares of iShares Russell 2000 Growth ETF worth $229M as of Q1 2026.
  • Wells Fargo sold 46,750 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $15.6M.
  • iShares Russell 2000 Growth ETF made up 0.04% of Wells Fargo's portfolio in Q1 2026, its #355 holding.
  • Wells Fargo first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and has held it in 52 quarters since.
  • Wells Fargo's iShares Russell 2000 Growth ETF position peaked at $668M in Q1 2021.
  • 1,021 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.