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

Arcadia Investment 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 		$73.7K Hold
235
– – 0.01% 157
2025
Q4 		$75.9K Buy
235
+60
+34% +$19.5K 0.01% 165
2025
Q3 		$56K Sell
175
-60
-26% -$18.1K 0.01% 181
2025
Q2 		$67.2K Sell
235
-125
-35% -$32.9K 0.01% 175
2025
Q1 		$92K Hold
360
– – 0.02% 163
2024
Q4 		$104K Hold
360
– – 0.02% 163
2024
Q3 		$102K Hold
360
– – 0.02% 155
2024
Q2 		$94.5K Hold
360
– – 0.02% 159
2024
Q1 		$97.5K Hold
360
– – 0.02% 160
2023
Q4 		$90.8K Sell
360
-151
-30% -$34K 0.02% 171
2023
Q3 		$115K Hold
511
– – 0.02% 152
2023
Q2 		$124K Hold
511
– – 0.03% 152
2023
Q1 		$116K Hold
511
– – 0.03% 168
2022
Q4 		$110K Hold
511
– – 0.03% 166
2022
Q3 		$106K Buy
511
+10
+2% +$2.25K 0.03% 147
2022
Q2 		$103K Sell
501
-1,459
-74% -$325K 0.02% 158
2022
Q1 		$501K Sell
1,960
-2,625
-57% -$672K 0.09% 99
2021
Q4 		$1.34M Sell
4,585
-260
-5% -$78.4K 0.22% 75
2021
Q3 		$1.42M Buy
4,845
+228
+5% +$68.5K 0.26% 68
2021
Q2 		$1.44M Buy
4,617
+1,091
+31% +$328K 0.27% 67
2021
Q1 		$1.06M Buy
3,526
+1,129
+47% +$350K 0.21% 75
2020
Q4 		$687K Hold
2,397
– – 0.14% 85
2020
Q3 		$531K Sell
2,397
-15
-0.6% -$3.28K 0.11% 91
2020
Q2 		$499K Sell
2,412
-4,583
-66% -$857K 0.12% 87
2020
Q1 		$1.11M Buy
6,995
+220
+3% +$43.7K 0.33% 63
2019
Q4 		$1.45M Buy
6,775
+100
+1% +$20.3K 0.37% 59
2019
Q3 		$1.29M Buy
6,675
+15
+0.2% +$2.97K 0.35% 60
2019
Q2 		$1.34M Buy
6,660
+305
+5% +$60.3K 0.37% 59
2019
Q1 		$1.25M Buy
6,355
+104
+2% +$19.8K 0.36% 63
2018
Q4 		$1.05M Sell
6,251
-258
-4% -$48.1K 0.35% 66
2018
Q3 		$1.4M Buy
6,509
+300
+5% +$64K 0.37% 66
2018
Q2 		$1.27M Buy
6,209
+785
+14% +$157K 0.35% 72
2018
Q1 		$1.03M Buy
5,424
+222
+4% +$42.6K 0.29% 75
2017
Q4 		$971K Buy
5,202
+208
+4% +$38K 0.27% 79
2017
Q3 		$894K Hold
4,994
– – 0.27% 78
2017
Q2 		$843K Buy
4,994
+399
+9% +$65.7K 0.27% 77
2017
Q1 		$743K Sell
4,595
-50
-1% -$7.93K 0.23% 82
2016
Q4 		$715K Buy
4,645
+2,670
+135% +$399K 0.23% 79
2016
Q3 		$294K Hold
1,975
– – 0.1% 101
2016
Q2 		$271K Hold
1,975
– – 0.09% 101
2016
Q1 		$262K Hold
1,975
– – 0.09% 100
2015
Q4 		$275K Sell
1,975
-2,800
-59% -$397K 0.08% 102
2015
Q3 		$639K Hold
4,775
– – 0.2% 79
2015
Q2 		$738K Buy
+4,775
New +$732K 0.19% 81

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

Arcadia Investment Management's IWO Position: Q1 2026 in Review

Arcadia Investment Management held its iShares Russell 2000 Growth ETF (IWO) position steady in Q1 2026 at 235 shares worth $73.7K. The position accounts for 0.01% of the portfolio, ranked #157.

Arcadia Investment Management first reported a position in IWO in Q2 2015 and has held it in 44 quarters since. The position peaked at $1.45M in Q4 2019. 1,021 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Arcadia Investment Management held 235 shares of iShares Russell 2000 Growth ETF worth $73.7K as of Q1 2026.
  • Arcadia Investment Management left its iShares Russell 2000 Growth ETF share count unchanged in Q1 2026.
  • iShares Russell 2000 Growth ETF made up 0.01% of Arcadia Investment Management's portfolio in Q1 2026, its #157 holding.
  • Arcadia Investment Management first reported a position in iShares Russell 2000 Growth ETF in Q2 2015 and has held it in 44 quarters since.
  • Arcadia Investment Management's iShares Russell 2000 Growth ETF position peaked at $1.45M in Q4 2019.
  • 1,021 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Arcadia Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.