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

Arkadios 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 		$2.98M Buy
9,482
+165
+2% +$54.9K 0.05% 387
2025
Q4 		$3.01M Buy
9,317
+6,499
+231% +$2.11M 0.06% 333
2025
Q3 		$902K Buy
2,818
+549
+24% +$166K 0.02% 682
2025
Q2 		$649K Buy
2,269
+20
+0.9% +$5.26K 0.02% 751
2025
Q1 		$575K Buy
2,249
+209
+10% +$59K 0.02% 657
2024
Q4 		$587K Sell
2,040
-181
-8% -$53.5K 0.03% 484
2024
Q3 		$631K Buy
2,221
+36
+2% +$9.86K 0.04% 459
2024
Q2 		$574K Buy
2,185
+725
+50% +$188K 0.04% 428
2024
Q1 		$395K Sell
1,460
-309
-17% -$79K 0.03% 455
2023
Q4 		$446K Buy
1,769
+49
+3% +$11K 0.04% 397
2023
Q3 		$385K Hold
1,720
– – 0.04% 409
2023
Q2 		$417K Buy
1,720
+275
+19% +$63.1K 0.05% 354
2023
Q1 		$328K Sell
1,445
-33
-2% -$7.55K 0.04% 408
2022
Q4 		$317K Sell
1,478
-8
-0.5% -$1.75K 0.04% 385
2022
Q3 		$307K Buy
1,486
+423
+40% +$95.2K 0.05% 373
2022
Q2 		$219K Buy
1,063
+40
+4% +$8.92K 0.03% 481
2022
Q1 		$262K Sell
1,023
-60
-6% -$15.4K 0.03% 460
2021
Q4 		$317K Sell
1,083
-79
-7% -$23.8K 0.04% 435
2021
Q3 		$341K Sell
1,162
-906
-44% -$272K 0.05% 374
2021
Q2 		$644K Buy
2,068
+56
+3% +$16.8K 0.08% 278
2021
Q1 		$605K Buy
2,012
+1
+0% +$310 0.1% 220
2020
Q4 		$576K Buy
2,011
+1,044
+108% +$266K 0.12% 181
2020
Q3 		$231K Hold
967
– – 0.12% 161
2020
Q2 		$201K Buy
967
+47
+5% +$8.79K 0.11% 155
2020
Q1 		$146K Hold
920
– – 0.09% 182
2019
Q4 		$206K Buy
+920
New +$187K 0.12% 148

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

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

Arkadios Wealth Advisors increased its iShares Russell 2000 Growth ETF (IWO) stake by 1.8% in Q1 2026, buying an estimated $54.9K and bringing the position to 9,482 shares worth $2.98M. The position accounts for 0.05% of the portfolio, ranked #387.

Arkadios Wealth Advisors first reported a position in IWO in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.01M in Q4 2025. 1,020 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Arkadios Wealth Advisors held 9,482 shares of iShares Russell 2000 Growth ETF worth $2.98M as of Q1 2026.
  • Arkadios Wealth Advisors bought 165 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $54.9K.
  • iShares Russell 2000 Growth ETF made up 0.05% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #387 holding.
  • Arkadios Wealth Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • Arkadios Wealth Advisors's iShares Russell 2000 Growth ETF position peaked at $3.01M in Q4 2025.
  • 1,020 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

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