Brooklyn Investment Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Brooklyn Investment Group’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	$914K	Buy	2,912 +717	+33%	+$239K	0.03%	618
2025 Q4	$721K	Buy	+2,195	New	+$714K	0.03%	468
2025 Q3	–	Sell	-509	Closed	-$146K	–	1682
2025 Q2	$146K	Buy	509 +497	+4,142%	+$131K	0.02%	751
2025 Q1	$3.07K	Hold	12	–	–	﹤0.01%	2008
2024 Q4	$3.45K	Buy	+12	New	+$3.55K	﹤0.01%	1323

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Brooklyn Investment Group's IWO Position: Q1 2026 in Review

Brooklyn Investment Group increased its iShares Russell 2000 Growth ETF (IWO) stake by 33% in Q1 2026, buying an estimated $239K and bringing the position to 2,912 shares worth $914K. The position accounts for 0.03% of the portfolio, ranked #618.

Brooklyn Investment Group first reported a position in IWO in Q4 2024 and has held it in 5 quarters since. 1,025 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

Brooklyn Investment Group held 2,912 shares of iShares Russell 2000 Growth ETF worth $914K as of Q1 2026.
Brooklyn Investment Group bought 717 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $239K.
iShares Russell 2000 Growth ETF made up 0.03% of Brooklyn Investment Group's portfolio in Q1 2026, its #618 holding.
Brooklyn Investment Group first reported a position in iShares Russell 2000 Growth ETF in Q4 2024 and has held it in 5 quarters since.
1,025 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.