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Wilmington Savings Fund Society’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Wilmington Savings Fund Society’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 		$533K Sell
1,353
-104
-7% -$37.9K 0.01% 408
2026
Q1 		$457K Sell
1,457
-5
-0.3% -$1.66K 0.01% 431
2025
Q4 		$472K Sell
1,462
-56
-4% -$18.2K 0.01% 432
2025
Q3 		$486K Sell
1,518
-707
-32% -$213K 0.01% 417
2025
Q2 		$636K Sell
2,225
-3,247
-59% -$855K 0.01% 527
2025
Q1 		$1.4M Sell
5,472
-156
-3% -$44K 0.03% 362
2024
Q4 		$1.62M Buy
5,628
+259
+5% +$76.6K 0.03% 337
2024
Q3 		$1.52M Buy
5,369
+2,506
+88% +$686K 0.03% 350
2024
Q2 		$752K Hold
2,863
– – 0.03% 227
2024
Q1 		$775K Buy
+2,863
New +$732K 0.03% 228
2023
Q3 		$667K Sell
2,977
-539
-15% -$129K 0.03% 233
2023
Q2 		$854K Hold
3,516
– – 0.04% 226
2023
Q1 		$797K Sell
3,516
-50
-1% -$11.4K 0.04% 226
2022
Q4 		$765K Sell
3,566
-465
-12% -$102K 0.03% 226
2022
Q3 		$832K Sell
4,031
-247
-6% -$55.6K 0.04% 217
2022
Q2 		$882K Sell
4,278
-259
-6% -$57.8K 0.04% 213
2022
Q1 		$1.16M Sell
4,537
-640
-12% -$164K 0.05% 207
2021
Q4 		$1.52M Buy
5,177
+38
+0.7% +$11.5K 0.05% 197
2021
Q3 		$1.51M Buy
5,139
+114
+2% +$34.2K 0.06% 201
2021
Q2 		$1.57M Buy
5,025
+74
+1% +$22.3K 0.06% 201
2021
Q1 		$1.49M Sell
4,951
-10
-0.2% -$3.1K 0.06% 191
2020
Q4 		$1.42M Sell
4,961
-5,498
-53% -$1.4M 0.06% 193
2020
Q3 		$2.32M Sell
10,459
-490
-4% -$107K 0.11% 157
2020
Q2 		$2.27M Buy
10,949
+824
+8% +$154K 0.11% 151
2020
Q1 		$1.6M Buy
10,125
+239
+2% +$47.5K 0.09% 161
2019
Q4 		$2.12M Sell
9,886
-2,599
-21% -$527K 0.11% 147
2019
Q3 		$2.41M Sell
12,485
-168
-1% -$33.3K 0.13% 142
2019
Q2 		$2.54M Buy
12,653
+898
+8% +$178K 0.14% 143
2019
Q1 		$2.31M Buy
11,755
+780
+7% +$148K 0.13% 150
2018
Q4 		$1.84M Buy
10,975
+67
+0.6% +$12.5K 0.11% 156
2018
Q3 		$2.35M Buy
10,908
+3,329
+44% +$710K 0.12% 152
2018
Q2 		$1.55M Buy
7,579
+26
+0.3% +$5.2K 0.09% 173
2018
Q1 		$1.44M Buy
7,553
+237
+3% +$45.5K 0.08% 176
2017
Q4 		$1.37M Sell
7,316
-407
-5% -$74.3K 0.07% 185
2017
Q3 		$1.38M Buy
7,723
+2,504
+48% +$425K 0.08% 189
2017
Q2 		$881K Sell
5,219
-350
-6% -$57.6K 0.05% 212
2017
Q1 		$900K Sell
5,569
-74
-1% -$11.7K 0.05% 205
2016
Q4 		$869K Sell
5,643
-100
-2% -$14.9K 0.05% 206
2016
Q3 		$856K Sell
5,743
-1,180
-17% -$172K 0.05% 210
2016
Q2 		$950K Buy
6,923
+10
+0.1% +$1.35K 0.06% 209
2016
Q1 		$916K Sell
6,913
-224
-3% -$28K 0.06% 215
2015
Q4 		$994K Sell
7,137
-200
-3% -$28.4K 0.06% 209
2015
Q3 		$983K Buy
7,337
+67
+0.9% +$9.93K 0.06% 208
2015
Q2 		$1.12M Sell
7,270
-15
-0.2% -$2.3K 0.07% 206
2015
Q1 		$1.1M Sell
7,285
-4,067
-36% -$593K 0.06% 209
2014
Q4 		$1.62M Sell
11,352
-3,670
-24% -$497K 0.09% 188
2014
Q3 		$1.95M Buy
15,022
+692
+5% +$92.8K 0.11% 182
2014
Q2 		$1.98M Buy
14,330
+86
+0.6% +$11.3K 0.11% 189
2014
Q1 		$1.94M Buy
14,244
+416
+3% +$56.9K 0.11% 190
2013
Q4 		$1.87M Sell
13,828
-146
-1% -$18.9K 0.11% 195
2013
Q3 		$1.76M Sell
13,974
-970
-6% -$117K 0.11% 198
2013
Q2 		$1.67M Buy
+14,944
New +$1.63M 0.11% 202

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

Wilmington Savings Fund Society's IWO Position: Q2 2026 in Review

Wilmington Savings Fund Society reduced its iShares Russell 2000 Growth ETF (IWO) stake by 7.1% in Q2 2026, selling an estimated $37.9K and leaving 1,353 shares worth $533K. The position accounts for 0.01% of the portfolio, ranked #408.

Wilmington Savings Fund Society first reported a position in IWO in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.54M in Q2 2019. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Wilmington Savings Fund Society held 1,353 shares of iShares Russell 2000 Growth ETF worth $533K as of Q2 2026.
  • Wilmington Savings Fund Society sold 104 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $37.9K.
  • iShares Russell 2000 Growth ETF made up 0.01% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #408 holding.
  • Wilmington Savings Fund Society first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and has held it in 52 quarters since.
  • Wilmington Savings Fund Society's iShares Russell 2000 Growth ETF position peaked at $2.54M in Q2 2019.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.