Arcadia Investment Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Arcadia Investment 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 Q2	$165K	Hold	419	–	–	0.07%	47
2026 Q1	$131K	Hold	419	–	–	0.06%	50
2025 Q4	$135K	Hold	419	–	–	0.06%	49
2025 Q3	$134K	Hold	419	–	–	0.07%	48
2025 Q2	$120K	Hold	419	–	–	0.06%	50
2025 Q1	$107K	Hold	419	–	–	0.06%	47
2024 Q4	$121K	Hold	419	–	–	0.07%	45
2024 Q3	$119K	Hold	419	–	–	0.06%	46
2024 Q2	$110K	Sell	419 -148	-26%	-$38.4K	0.06%	45
2024 Q1	$154K	Hold	567	–	–	0.09%	38
2023 Q4	$143K	Hold	567	–	–	0.09%	40
2023 Q3	$127K	Hold	567	–	–	0.08%	41
2023 Q2	$138K	Hold	567	–	–	0.09%	41
2023 Q1	$129K	Sell	567 -87	-13%	-$19.9K	0.09%	40
2022 Q4	$140K	Sell	654 -67	-9%	-$14.7K	0.1%	40
2022 Q3	$149K	Sell	721 -48	-6%	-$10.8K	0.11%	39
2022 Q2	$159K	Sell	769 -230	-23%	-$51.3K	0.12%	39
2022 Q1	$255K	Sell	999 -80	-7%	-$20.5K	0.16%	35
2021 Q4	$316K	Hold	1,079	–	–	0.16%	35
2021 Q3	$317K	Sell	1,079 -133	-11%	-$40K	0.17%	36
2021 Q2	$378K	Sell	1,212 -45	-4%	-$13.5K	0.2%	33
2021 Q1	$378K	Sell	1,257 -177	-12%	-$54.9K	0.21%	33
2020 Q4	$411K	Hold	1,434	–	–	0.23%	30
2020 Q3	$318K	Hold	1,434	–	–	0.2%	31
2020 Q2	$297K	Sell	1,434 -1,043	-42%	-$195K	0.2%	32
2020 Q1	$392K	Buy	+2,477	New	+$492K	0.31%	31

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

Arcadia Investment Advisors's IWO Position: Q2 2026 in Review

Arcadia Investment Advisors held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 419 shares worth $165K. The position accounts for 0.07% of the portfolio, ranked #47.

Arcadia Investment Advisors first reported a position in IWO in Q1 2020 and has held it in 26 quarters since. The position peaked at $411K in Q4 2020. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Arcadia Investment Advisors held 419 shares of iShares Russell 2000 Growth ETF worth $165K as of Q2 2026.
Arcadia Investment Advisors left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.07% of Arcadia Investment Advisors's portfolio in Q2 2026, its #47 holding.
Arcadia Investment Advisors first reported a position in iShares Russell 2000 Growth ETF in Q1 2020 and has held it in 26 quarters since.
Arcadia Investment Advisors's iShares Russell 2000 Growth ETF position peaked at $411K in Q4 2020.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Arcadia Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.