WI
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WrapManager Inc’s iShares Russell 2000 Growth ETF IWO Stock Holding History

WrapManager Inc’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 		$202K Buy
+513
New +$187K 0.06% 148
2022
Q1 		– Sell
-757
Closed -$222K – 303
2021
Q4 		$222K Hold
757
– – 0.06% 286
2021
Q3 		$222K Sell
757
-126
-14% -$37.9K 0.06% 286
2021
Q2 		$275K Sell
883
-8
-0.9% -$2.41K 0.07% 268
2021
Q1 		$268K Sell
891
-8
-0.9% -$2.48K 0.07% 231
2020
Q4 		$258K Buy
+899
New +$229K 0.08% 221
2020
Q1 		– Sell
-1,682
Closed -$360K – 240
2019
Q4 		$360K Sell
1,682
-9
-0.5% -$1.83K 0.11% 192
2019
Q3 		$326K Sell
1,691
-13
-0.8% -$2.58K 0.11% 204
2019
Q2 		$342K Sell
1,704
-8
-0.5% -$1.58K 0.11% 203
2019
Q1 		$337K Hold
1,712
– – 0.11% 200
2018
Q4 		$288K Sell
1,712
-24
-1% -$4.48K 0.1% 200
2018
Q3 		$373K Sell
1,736
-85
-5% -$18.1K 0.12% 193
2018
Q2 		$372K Sell
1,821
-40
-2% -$8K 0.12% 191
2018
Q1 		$355K Sell
1,861
-3,422
-65% -$657K 0.12% 188
2017
Q4 		$986K Sell
5,283
-74
-1% -$13.5K 0.33% 81
2017
Q3 		$959K Sell
5,357
-232
-4% -$39.4K 0.32% 75
2017
Q2 		$943K Sell
5,589
-121
-2% -$19.9K 0.33% 79
2017
Q1 		$923K Buy
5,710
+281
+5% +$44.6K 0.34% 72
2016
Q4 		$836K Buy
5,429
+23
+0.4% +$3.43K 0.32% 80
2016
Q3 		$805K Sell
5,406
-495
-8% -$72.1K 0.31% 81
2016
Q2 		$809K Buy
5,901
+79
+1% +$10.7K 0.33% 77
2016
Q1 		$772K Sell
5,822
-308
-5% -$38.4K 0.34% 86
2015
Q4 		$854K Buy
+6,130
New +$869K 0.41% 62

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

WrapManager Inc's IWO Position: Q2 2026 in Review

WrapManager Inc opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q2 2026: 513 shares worth $202K. The stake represents 0.06% of the portfolio and ranks #148 among its holdings. This is a return to the name: WrapManager Inc previously reported a position in IWO as recently as Q4 2021.

WrapManager Inc first reported a position in IWO in Q4 2015 and has held it in 23 quarters since. The position peaked at $986K in Q4 2017. 1,105 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • WrapManager Inc held 513 shares of iShares Russell 2000 Growth ETF worth $202K as of Q2 2026.
  • iShares Russell 2000 Growth ETF was a new WrapManager Inc position in Q2 2026.
  • iShares Russell 2000 Growth ETF made up 0.06% of WrapManager Inc's portfolio in Q2 2026, its #148 holding.
  • WrapManager Inc first reported a position in iShares Russell 2000 Growth ETF in Q4 2015 and has held it in 23 quarters since.
  • WrapManager Inc's iShares Russell 2000 Growth ETF position peaked at $986K in Q4 2017.
  • 1,105 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on WrapManager Inc's 13F filing for Q2 2026, filed 5 Aug 2026.