Advance Capital Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Advance Capital 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 Q2	$202K	Buy	+514	New	+$188K	0.01%	189
2026 Q1	–	Sell	-1,049	Closed	-$339K	–	188
2025 Q4	$339K	Hold	1,049	–	–	0.01%	128
2025 Q3	$336K	Sell	1,049 -24	-2%	-$7.24K	0.01%	129
2025 Q2	$307K	Sell	1,073 -473	-31%	-$125K	0.01%	127
2025 Q1	$395K	Buy	1,546 +589	+62%	+$166K	0.02%	107
2024 Q4	$275K	Hold	957	–	–	0.01%	124
2024 Q3	$272K	Sell	957 -133	-12%	-$36.4K	0.01%	124
2024 Q2	$286K	Hold	1,090	–	–	0.01%	119
2024 Q1	$295K	Buy	+1,090	New	+$279K	0.02%	113

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Advance Capital Management's IWO Position: Q2 2026 in Review

Advance Capital Management opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q2 2026: 514 shares worth $202K. The stake represents 0.01% of the portfolio and ranks #189 among its holdings. This is a return to the name: Advance Capital Management previously reported a position in IWO as recently as Q4 2025.

Advance Capital Management first reported a position in IWO in Q1 2024 and has held it in 9 quarters since. The position peaked at $395K in Q1 2025. 1,106 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Advance Capital Management held 514 shares of iShares Russell 2000 Growth ETF worth $202K as of Q2 2026.
iShares Russell 2000 Growth ETF was a new Advance Capital Management position in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.01% of Advance Capital Management's portfolio in Q2 2026, its #189 holding.
Advance Capital Management first reported a position in iShares Russell 2000 Growth ETF in Q1 2024 and has held it in 9 quarters since.
Advance Capital Management's iShares Russell 2000 Growth ETF position peaked at $395K in Q1 2025.
1,106 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Advance Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.