IWO · Insider trading · 13F holders · Congress trades
iShares Russell 2000 growth ETF (IWO)
Who is buying and selling IWO: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 173
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 1
IWO at a glance
- No open-market insider purchases or sales of IWO were filed in the last 90 days.
- 173 13F filers hold IWO among their 50 largest positions, worth $2.9B combined. The biggest bets by portfolio weight are VAUGHAN & Co SECURITIES, INC. (11.7%), Barings LLC (11.2%) and Lwm Advisors Inc (7.0%). In their latest 13Fs, 4 managers opened a new position and 11 added to one.
- Members of Congress have disclosed 3 IWO trades since 2015, 0 purchases and 1 sale in the past year; the latest was David P. Joyce (R-OH), selling $15K–50K on Dec 11, 2018.
- IWO last closed at $353.44 on Oct 30, 2026.
IWO insider trading
No open-market insider purchases or sales of IWO were filed in the last 90 days.
Who owns IWO? Hedge funds and superinvestors
173 13F filers hold IWO among their 50 largest positions, worth $2.9B combined. The biggest bets by portfolio weight are VAUGHAN & Co SECURITIES, INC. (11.7%), Barings LLC (11.2%) and Lwm Advisors Inc (7.0%). In their latest 13Fs, 4 managers opened a new position and 11 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Barings LLCHedge fund | 11.2% | $629.5M | 1,761,650 | +11.5% shares | Q3 2026 |
| Cassaday & Co Wealth Management LLCWealth manager | 5.9% | $331.7M | 929,261 | -1.9% shares | Q3 2026 |
| Tiaa-Cref Individual & Institutional Services, LLCWealth manager | 0.7% | $215.3M | 546,451 | -5.1% shares | Q2 2026 |
| D.a. Davidson & Co.Wealth manager | 1.0% | $195.3M | 547,154 | -0.6% shares | Q3 2026 |
| TIAA Wealth Investment Management LLCAsset manager | 1.2% | $182.8M | 468,427 | +0.4% shares | Q2 2026 |
| Cohen Klingenstein LLCHedge fund | 4.8% | $168.3M | 471,585 | -2.6% shares | Q3 2026 |
| Financial Engines Advisors L.L.C.Wealth manager | 0.2% | $87.9M | 223,223 | -6.2% shares | Q2 2026 |
| Badgley Phelps Wealth Managers, LLCWealth manager | 1.4% | $82.3M | 230,637 | +1.0% shares | Q3 2026 |
| Choreo, LLCWealth manager | 0.4% | $42.2M | 118,222 | +3.7% shares | Q3 2026 |
| Hantz Financial Services, Inc.Wealth manager | 0.5% | $38.4M | 97,455 | +6.1% shares | Q2 2026 |
| Geneva Capital Management LLCAsset manager | 0.8% | $33.9M | 86,150 | — | Q2 2026 |
| Confluence Wealth Services, Inc.Wealth manager | 0.9% | $31.1M | 78,858 | +22.2% shares | Q2 2026 |
| Droms Strauss Advisors Inc /mo/ /advInvestment manager | 6.0% | $26.5M | 67,372 | -1.7% shares | Q2 2026 |
| WoodTrust Financial CorpWealth manager | 3.0% | $25.1M | 70,462 | -2.8% shares | Q3 2026 |
| VAUGHAN & Co SECURITIES, INC.Wealth manager | 11.7% | $24.9M | 69,761 | -0.1% shares | Q3 2026 |
| Potomac Fund Management Inc /advAsset manager | 0.6% | $24.3M | 61,560 | — | Q2 2026 |
| First Horizon CorpBank & trust | 0.9% | $23.4M | 65,616 | +2.1% shares | Q3 2026 |
| Waldron Private Wealth LLCWealth manager | 0.8% | $23.4M | 59,303 | -2.6% shares | Q2 2026 |
| Stephens Group Asset Management, LLCWealth manager | 1.2% | $21.8M | 61,038 | -18.2% shares | Q3 2026 |
| Powell Investment Advisors, LLCWealth manager | 6.9% | $21.6M | 60,599 | -0.1% shares | Q3 2026 |
| Avantax Planning Partners, Inc.Wealth manager | 0.5% | $20.5M | 51,994 | -5.1% shares | Q2 2026 |
| AMG National Trust BankBank & trust | 0.4% | $20.4M | 51,759 | -1.5% shares | Q2 2026 |
| LMG Wealth Partners, LLCWealth manager | 3.0% | $18.7M | 47,501 | +0.5% shares | Q2 2026 |
| Courier Capital LLCWealth manager | 0.9% | $18.0M | 50,412 | +1.4% shares | Q3 2026 |
| Tobias Financial Advisors, Inc.Wealth manager | 2.1% | $16.8M | 42,656 | +0.6% shares | Q2 2026 |
| Quent Capital, LLCWealth manager | 0.9% | $15.3M | 38,920 | +0.7% shares | Q2 2026 |
| Zions Bancorporation, National Association /ut/Bank & trust | 0.9% | $14.4M | 36,502 | — | Q2 2026 |
| Shepherd Financial Partners LLCWealth manager | 1.2% | $14.1M | 35,669 | -12.6% shares | Q2 2026 |
| RTD Financial Advisors, Inc.Wealth manager | 1.5% | $13.8M | 38,791 | -1.9% shares | Q3 2026 |
| Hillcrest Wealth Advisors - NY, LLCWealth manager | 4.9% | $13.8M | 38,692 | +0.8% shares | Q3 2026 |
The 30 largest of 173 positions, by value. Each manager counts with its latest 13F (Q3 2026: 80, Q2 2026: 93). Screen IWO in the grand portfolio →
IWO stock trades by members of Congress
Members of Congress have disclosed 3 IWO trades since 2015, 0 purchases and 1 sale in the past year; the latest was David P. Joyce (R-OH), selling $15K–50K on Dec 11, 2018.
| Filed | Member | Trade | Amount | Traded | Since |
|---|---|---|---|---|---|
| May 8, 2019 | David P. JoyceR-OH · House | Sale | $15K–50K | Dec 11, 2018 | +97.1% |
| Jun 7, 2015 | Thomas MacArthurR-NJ · House | Sale | $1K–15K | May 27, 2015 | +130.1% |
| Mar 5, 2015 | Thomas MacArthurR-NJ · House | Buy | $1K–15K | Jan 12, 2015 | +151.5% |
2 members have traded IWO: David P. Joyce, Thomas MacArthur.
IWO questions and answers
Are insiders buying IWO stock?
No open-market insider purchases or sales of IWO were filed in the last 90 days.
Which hedge funds own IWO?
173 13F filers hold IWO among their 50 largest positions, worth $2.9B combined. The biggest bets by portfolio weight are VAUGHAN & Co SECURITIES, INC. (11.7%), Barings LLC (11.2%) and Lwm Advisors Inc (7.0%). In their latest 13Fs, 4 managers opened a new position and 11 added to one.
Has Congress traded IWO?
Members of Congress have disclosed 3 IWO trades since 2015, 0 purchases and 1 sale in the past year; the latest was David P. Joyce (R-OH), selling $15K–50K on Dec 11, 2018.
Who is the largest holder of IWO?
Among 13F filers, Barings LLC reports the largest IWO position, $629.5M (1,761,650 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is VAUGHAN & Co SECURITIES, INC.'s: 11.7% of its portfolio.
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