BLB&B Advisors
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BLB&B Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

BLB&B 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
Q3 		– Sell
-681
Closed -$268K – 285
2026
Q2 		$268K Buy
+681
New +$248K 0.01% 253
2021
Q4 		– Sell
-728
Closed -$214K – 262
2021
Q3 		$214K Hold
728
– – 0.01% 264
2021
Q2 		$227K Hold
728
– – 0.02% 241
2021
Q1 		$219K Hold
728
– – 0.02% 237
2020
Q4 		$209K Buy
+728
New +$186K 0.02% 254

Other funds holding IWO

Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

BLB&B Advisors's IWO Position: Q3 2026 in Review

BLB&B Advisors sold out of iShares Russell 2000 Growth ETF (IWO) in Q3 2026, closing a stake of 681 shares — an estimated $268K sold.

BLB&B Advisors first reported a position in IWO in Q4 2020 and held it in 5 quarters. The position peaked at $268K in Q2 2026. 644 funds tracked by Wall St. Rank hold IWO as of Q3 2026.

  • BLB&B Advisors reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2026 after selling out during the quarter.
  • BLB&B Advisors sold 681 iShares Russell 2000 Growth ETF shares in Q3 2026, an estimated $268K.
  • BLB&B Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2020 and held it in 5 quarters.
  • BLB&B Advisors's iShares Russell 2000 Growth ETF position peaked at $268K in Q2 2026.
  • 644 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2026.

Based on BLB&B Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.