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

Athena 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	$532K	Hold	1,694	–	–	0.28%	86
2025 Q4	$547K	Hold	1,694	–	–	0.28%	86
2025 Q3	$542K	Hold	1,694	–	–	0.28%	86
2025 Q2	$484K	Hold	1,694	–	–	0.27%	90
2025 Q1	$433K	Hold	1,694	–	–	0.26%	88
2024 Q4	$488K	Hold	1,694	–	–	0.28%	82
2024 Q3	$481K	Hold	1,694	–	–	0.27%	89
2024 Q2	$445K	Hold	1,694	–	–	0.27%	85
2024 Q1	$459K	Hold	1,694	–	–	0.28%	85
2023 Q4	$427K	Hold	1,694	–	–	0.28%	87
2023 Q3	$380K	Hold	1,694	–	–	0.27%	89
2023 Q2	$411K	Hold	1,694	–	–	0.28%	84
2023 Q1	$384K	Hold	1,694	–	–	0.28%	88
2022 Q4	$363K	Hold	1,694	–	–	0.27%	93
2022 Q3	$350K	Hold	1,694	–	–	0.29%	82
2022 Q2	$349K	Hold	1,694	–	–	0.28%	92
2022 Q1	$430K	Buy	+1,694	New	+$434K	0.33%	67

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

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

Athena Investment Management held its iShares Russell 2000 Growth ETF (IWO) position steady in Q1 2026 at 1,694 shares worth $532K. The position accounts for 0.28% of the portfolio, ranked #86.

Athena Investment Management first reported a position in IWO in Q1 2022 and has held it in 17 quarters since. The position peaked at $547K in Q4 2025. 1,021 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

Athena Investment Management held 1,694 shares of iShares Russell 2000 Growth ETF worth $532K as of Q1 2026.
Athena Investment Management left its iShares Russell 2000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 2000 Growth ETF made up 0.28% of Athena Investment Management's portfolio in Q1 2026, its #86 holding.
Athena Investment Management first reported a position in iShares Russell 2000 Growth ETF in Q1 2022 and has held it in 17 quarters since.
Athena Investment Management's iShares Russell 2000 Growth ETF position peaked at $547K in Q4 2025.
1,021 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Athena Investment Management's 13F filing for Q1 2026, filed 12 May 2026.