Baxter Bros Inc’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Baxter Bros Inc’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	$282K	Hold	900	–	–	0.03%	140
2025 Q4	$291K	Hold	900	–	–	0.03%	142
2025 Q3	$288K	Hold	900	–	–	0.03%	145
2025 Q2	$257K	Hold	900	–	–	0.03%	139
2025 Q1	$230K	Sell	900 -43	-5%	-$12.1K	0.03%	144
2024 Q4	$271K	Hold	943	–	–	0.04%	137
2024 Q3	$268K	Hold	943	–	–	0.03%	141
2024 Q2	$247K	Hold	943	–	–	0.03%	138
2024 Q1	$255K	Hold	943	–	–	0.03%	138
2023 Q4	$238K	Hold	943	–	–	0.03%	141
2023 Q3	$211K	Buy	+943	New	+$226K	0.03%	139

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

Baxter Bros Inc's IWO Position: Q1 2026 in Review

Baxter Bros Inc held its iShares Russell 2000 Growth ETF (IWO) position steady in Q1 2026 at 900 shares worth $282K. The position accounts for 0.03% of the portfolio, ranked #140.

Baxter Bros Inc first reported a position in IWO in Q3 2023 and has held it in 11 quarters since. The position peaked at $291K in Q4 2025. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

Baxter Bros Inc held 900 shares of iShares Russell 2000 Growth ETF worth $282K as of Q1 2026.
Baxter Bros Inc left its iShares Russell 2000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 2000 Growth ETF made up 0.03% of Baxter Bros Inc's portfolio in Q1 2026, its #140 holding.
Baxter Bros Inc first reported a position in iShares Russell 2000 Growth ETF in Q3 2023 and has held it in 11 quarters since.
Baxter Bros Inc's iShares Russell 2000 Growth ETF position peaked at $291K in Q4 2025.
1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Baxter Bros Inc's 13F filing for Q1 2026, filed 28 Apr 2026.