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Arete Wealth Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Arete Wealth 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 		– Sell
-1,162
Closed -$375K – 524
2025
Q4 		$375K Sell
1,162
-200
-15% -$65K 0.02% 525
2025
Q3 		$436K Buy
1,362
+57
+4% +$17.2K 0.03% 484
2025
Q2 		$373K Sell
1,305
-35
-3% -$9.21K 0.03% 499
2025
Q1 		$342K Sell
1,340
-414
-24% -$117K 0.03% 491
2024
Q4 		$505K Buy
1,754
+275
+19% +$81.4K 0.04% 408
2024
Q3 		$419K Buy
1,479
+113
+8% +$31K 0.04% 416
2024
Q2 		$359K Buy
+1,366
New +$355K 0.03% 488
2024
Q1 		– Sell
-1,254
Closed -$316K – 548
2023
Q4 		$316K Buy
+1,254
New +$283K 0.02% 540
2015
Q3 		– Sell
-2,275
Closed -$352K – 144
2015
Q2 		$352K Sell
2,275
-444
-16% -$68K 0.24% 88
2015
Q1 		$412K Buy
+2,719
New +$396K 0.27% 88

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

Arete Wealth Advisors's IWO Position: Q1 2026 in Review

Arete Wealth Advisors sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2026, closing a stake of 1,162 shares — an estimated $375K sold.

Arete Wealth Advisors first reported a position in IWO in Q1 2015 and held it in 10 quarters. The position peaked at $505K in Q4 2024. 1,020 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Arete Wealth Advisors reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Arete Wealth Advisors sold 1,162 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $375K.
  • Arete Wealth Advisors first reported a position in iShares Russell 2000 Growth ETF in Q1 2015 and held it in 10 quarters.
  • Arete Wealth Advisors's iShares Russell 2000 Growth ETF position peaked at $505K in Q4 2024.
  • 1,020 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.