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Allium Financial Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Allium Financial Advisors’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 		$1.38M Hold
4,397
– – 1.11% 17
2025
Q4 		$1.42M Hold
4,397
– – 1.13% 16
2025
Q3 		$1.41M Hold
4,397
– – 1.16% 18
2025
Q2 		$1.26M Hold
4,397
– – 1.1% 18
2025
Q1 		$1.12M Buy
+4,397
New +$1.24M 1.02% 17

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

Allium Financial Advisors's IWO Position: Q1 2026 in Review

Allium Financial Advisors held its iShares Russell 2000 Growth ETF (IWO) position steady in Q1 2026 at 4,397 shares worth $1.38M. The position accounts for 1.11% of the portfolio, ranked #17.

Allium Financial Advisors first reported a position in IWO in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.42M in Q4 2025. 1,021 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Allium Financial Advisors held 4,397 shares of iShares Russell 2000 Growth ETF worth $1.38M as of Q1 2026.
  • Allium Financial Advisors left its iShares Russell 2000 Growth ETF share count unchanged in Q1 2026.
  • iShares Russell 2000 Growth ETF made up 1.11% of Allium Financial Advisors's portfolio in Q1 2026, its #17 holding.
  • Allium Financial Advisors first reported a position in iShares Russell 2000 Growth ETF in Q1 2025 and has held it in 5 quarters since.
  • Allium Financial Advisors's iShares Russell 2000 Growth ETF position peaked at $1.42M in Q4 2025.
  • 1,021 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Allium Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.