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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Advance Capital Management's IWO Position: Q1 2026 in Review

Advance Capital Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2026, closing a stake of 1,049 shares — an estimated $339K sold.

Advance Capital Management first reported a position in IWO in Q1 2024 and held it in 8 quarters. The position peaked at $395K in Q1 2025. 1,021 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

Advance Capital Management reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2026 after selling out during the quarter.
Advance Capital Management sold 1,049 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $339K.
Advance Capital Management first reported a position in iShares Russell 2000 Growth ETF in Q1 2024 and held it in 8 quarters.
Advance Capital Management's iShares Russell 2000 Growth ETF position peaked at $395K in Q1 2025.
1,021 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Advance Capital Management's 13F filing for Q1 2026, filed 29 Apr 2026.