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AdvisorShares Investments’s iShares Russell 2000 Growth ETF IWO Stock Holding History

AdvisorShares Investments’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 		$16.3M Buy
+52,096
New +$17.3M 2.98% 4
2025
Q3 		– Sell
-7,400
Closed -$2.12M – 329
2025
Q2 		$2.12M Buy
+7,400
New +$1.95M 0.38% 40

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

AdvisorShares Investments's IWO Position: Q1 2026 in Review

AdvisorShares Investments opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q1 2026: 52,096 shares worth $16.3M. The stake represents 2.98% of the portfolio and ranks #4 among its holdings. This is a return to the name: AdvisorShares Investments previously reported a position in IWO as recently as Q2 2025.

AdvisorShares Investments first reported a position in IWO in Q2 2025 and has held it in 2 quarters since. 1,021 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • AdvisorShares Investments held 52,096 shares of iShares Russell 2000 Growth ETF worth $16.3M as of Q1 2026.
  • iShares Russell 2000 Growth ETF was a new AdvisorShares Investments position in Q1 2026.
  • iShares Russell 2000 Growth ETF made up 2.98% of AdvisorShares Investments's portfolio in Q1 2026, its #4 holding.
  • AdvisorShares Investments first reported a position in iShares Russell 2000 Growth ETF in Q2 2025 and has held it in 2 quarters since.
  • 1,021 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on AdvisorShares Investments's 13F filing for Q1 2026, filed 28 Apr 2026.