EWA
IWO icon

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

EQ 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 		– Sell
-1
Closed -$166 – 121
2025
Q4 		$166 Buy
+1
New +$325 ﹤0.01% 254
2025
Q3 		– Sell
-1
Closed -$147 – 119
2025
Q2 		$147 Buy
+1
New +$263 ﹤0.01% 242

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Goldman Sachs
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM

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

EQ Wealth Advisors sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2026, closing a stake of 1 share — an estimated $166 sold.

EQ Wealth Advisors first reported a position in IWO in Q2 2025 and held it in 2 quarters. The position peaked at $166 in Q4 2025. 1,027 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • EQ Wealth Advisors reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • EQ Wealth Advisors sold 1 iShares Russell 2000 Growth ETF share in Q1 2026, an estimated $166.
  • EQ Wealth Advisors first reported a position in iShares Russell 2000 Growth ETF in Q2 2025 and held it in 2 quarters.
  • EQ Wealth Advisors's iShares Russell 2000 Growth ETF position peaked at $166 in Q4 2025.
  • 1,027 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on EQ Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.