iShares Trust - iShares Russell 2000 Growth ETF
US ˙ ARCA ˙ US4642876480

SecurityIWO / iShares Trust - iShares Russell 2000 Growth ETF
InstitutionWiley Bros.-aintree Capital, Llc
Latest Disclosed Ownership7,785 shares
Latest Disclosed Value $ 2,462,715
Wiley Bros.-aintree Capital, Llc reports 57.60% decrease in ownership of IWO / iShares Trust - iShares Russell 2000 Growth ETF

On May 15, 2026 - Wiley Bros.-aintree Capital, Llc filed a 13F-HR form disclosing ownership of 7,785 shares of iShares Trust - iShares Russell 2000 Growth ETF (US:IWO) valued at $2,443,011 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 18,360 shares of iShares Trust - iShares Russell 2000 Growth ETF. This represents a change in shares of -57.60% during the quarter. The current value of the position is $2,934,867 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F ISHARES TR RUS 2000 GRW ETF 464287648 7,785 -10,575 -57.60 2,463 -58.78 0.0122
2026-02-17 2025-12-31 13F ISHARES TR RUS 2000 GRW ETF 464287648 18,360 14,487 374.05 5,974 381.31 0.0313
2025-11-14 2025-09-30 13F ISHARES TR RUS 2000 GRW ETF 464287648 3,873 465 13.64 1,242 28.34 0.0080
2025-08-14 2025-06-30 13F ISHARES TR RUS 2000 GRW ETF 464287648 3,408 381 12.59 968 24.13 0.0074
2025-05-15 2025-03-31 13F ISHARES TR RUS 2000 GRW ETF 464287648 3,027 -1,134 -27.25 780 -35.73 0.0083
2025-02-14 2024-12-31 13F ISHARES TR RUS 2000 GRW ETF 464287648 4,161 1,521 57.61 1,212 61.82 0.0145
2024-11-14 2024-09-30 13F ISHARES TR RUS 2000 GRW ETF 464287648 2,640 1,280 94.12 750 109.80 0.0145
2024-07-24 2024-06-30 13F ISHARES TR RUS 2000 GRW ETF 464287648 1,360 1,360 357 0.0156
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.