William Blair Investment Management
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William Blair Investment Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

William Blair Investment Management’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 		$12M Buy
38,173
+30,613
+405% +$10.2M 0.04% 304
2025
Q4 		$2.44M Sell
7,560
-28,600
-79% -$9.3M 0.01% 352
2025
Q3 		$11.6M Sell
36,160
-10,321
-22% -$3.11M 0.03% 314
2025
Q2 		$13.3M Sell
46,481
-2,914
-6% -$767K 0.04% 314
2025
Q1 		$12.6M Buy
49,395
+15,883
+47% +$4.48M 0.04% 326
2024
Q4 		$9.65M Sell
33,512
-9,302
-22% -$2.75M 0.02% 340
2024
Q3 		$12.2M Buy
42,814
+10,059
+31% +$2.76M 0.03% 325
2024
Q2 		$8.6M Sell
32,755
-12,184
-27% -$3.16M 0.02% 332
2024
Q1 		$12.2M Buy
44,939
+2,194
+5% +$561K 0.03% 321
2023
Q4 		$10.8M Buy
42,745
+13,754
+47% +$3.1M 0.03% 319
2023
Q3 		$6.5M Buy
28,991
+2,711
+10% +$649K 0.02% 326
2023
Q2 		$6.38M Sell
26,280
-1,489
-5% -$341K 0.02% 331
2023
Q1 		$6.3M Buy
27,769
+24,992
+900% +$5.72M 0.02% 324
2022
Q4 		$596K Sell
2,777
-23,520
-89% -$5.15M ﹤0.01% 361
2022
Q3 		$5.43M Buy
26,297
+24,346
+1,248% +$5.48M 0.02% 322
2022
Q2 		$403K Sell
1,951
-27,265
-93% -$6.08M ﹤0.01% 363
2022
Q1 		$7.47M Buy
29,216
+23,126
+380% +$5.92M 0.02% 332
2021
Q4 		$1.78M Sell
6,090
-19,240
-76% -$5.8M ﹤0.01% 363
2021
Q3 		$7.44M Sell
25,330
-2,343
-8% -$704K 0.02% 363
2021
Q2 		$8.63M Sell
27,673
-907
-3% -$273K 0.03% 272
2021
Q1 		$8.6M Buy
28,580
+22,323
+357% +$6.93M 0.03% 303
2020
Q4 		$1.79M Sell
6,257
-736
-11% -$188K 0.01% 350
2020
Q3 		$1.55M Buy
6,993
+1,012
+17% +$221K 0.01% 340
2020
Q2 		$1.24M Buy
5,981
+1,137
+23% +$213K 0.01% 333
2020
Q1 		$766K Sell
4,844
-576
-11% -$114K ﹤0.01% 328
2019
Q4 		$1.16M Sell
5,420
-3,181
-37% -$646K ﹤0.01% 346
2019
Q3 		$1.66M Sell
8,601
-839
-9% -$166K 0.01% 345
2019
Q2 		$1.9M Sell
9,440
-31,726
-77% -$6.27M 0.01% 356
2019
Q1 		$8.1M Buy
41,166
+40,831
+12,188% +$7.77M 0.03% 325
2018
Q4 		$56K Sell
335
-38,427
-99% -$7.17M ﹤0.01% 404
2018
Q3 		$8.34M Buy
38,762
+4,858
+14% +$1.04M 0.03% 342
2018
Q2 		$6.93M Buy
33,904
+24,504
+261% +$4.9M 0.03% 350
2018
Q1 		$1.79M Buy
9,400
+2,450
+35% +$470K 0.01% 389
2017
Q4 		$1.3M Buy
6,950
+910
+15% +$166K 0.01% 393
2017
Q3 		$1.08M Sell
6,040
-117,920
-95% -$20M ﹤0.01% 402
2017
Q2 		$20.9M Buy
123,960
+23,240
+23% +$3.83M 0.08% 237
2017
Q1 		$16.3M Buy
100,720
+28,260
+39% +$4.49M 0.06% 273
2016
Q4 		$11.2M Sell
72,460
-61,650
-46% -$9.2M 0.04% 300
2016
Q3 		$20M Buy
134,110
+64,840
+94% +$9.45M 0.08% 223
2016
Q2 		$9.5M Sell
69,270
-40,970
-37% -$5.53M 0.04% 303
2016
Q1 		$14.6M Buy
110,240
+82,280
+294% +$10.3M 0.06% 251
2015
Q4 		$3.89M Sell
27,960
-169,820
-86% -$24.1M 0.02% 370
2015
Q3 		$26.5M Buy
+197,780
New +$29.3M 0.05% 427

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

William Blair Investment Management's IWO Position: Q1 2026 in Review

William Blair Investment Management increased its iShares Russell 2000 Growth ETF (IWO) stake by 405% in Q1 2026, buying an estimated $10.2M and bringing the position to 38,173 shares worth $12M. The position accounts for 0.04% of the portfolio, ranked #304.

William Blair Investment Management first reported a position in IWO in Q3 2015 and has held it in 43 quarters since. The position peaked at $26.5M in Q3 2015. 1,021 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • William Blair Investment Management held 38,173 shares of iShares Russell 2000 Growth ETF worth $12M as of Q1 2026.
  • William Blair Investment Management bought 30,613 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $10.2M.
  • iShares Russell 2000 Growth ETF made up 0.04% of William Blair Investment Management's portfolio in Q1 2026, its #304 holding.
  • William Blair Investment Management first reported a position in iShares Russell 2000 Growth ETF in Q3 2015 and has held it in 43 quarters since.
  • William Blair Investment Management's iShares Russell 2000 Growth ETF position peaked at $26.5M in Q3 2015.
  • 1,021 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on William Blair Investment Management's 13F filing for Q1 2026, filed 8 May 2026.