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Erickson Financial Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Erickson Financial 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 		$8.28M Buy
26,371
+191
+0.7% +$63.5K 5.19% 5
2025
Q4 		$8.46M Sell
26,180
-264
-1% -$85.9K 5.19% 5
2025
Q3 		$8.46M Sell
26,444
-155
-0.6% -$46.8K 5.31% 5
2025
Q2 		$7.6M Sell
26,599
-8,532
-24% -$2.25M 5.14% 5
2025
Q1 		$8.98M Sell
35,131
-70
-0.2% -$19.8K 6.7% 5
2024
Q4 		$10.1M Sell
35,201
-5
-0% -$1.48K 7.21% 5
2024
Q3 		$10M Sell
35,206
-1,032
-3% -$283K 7.16% 5
2024
Q2 		$9.51M Buy
36,238
+9
+0% +$2.34K 7.25% 5
2024
Q1 		$9.81M Sell
36,229
-403
-1% -$103K 7.69% 5
2023
Q4 		$9.24M Buy
36,632
+619
+2% +$140K 7.68% 5
2023
Q3 		$8.07M Buy
36,013
+920
+3% +$220K 7.55% 5
2023
Q2 		$8.52M Buy
35,093
+1,286
+4% +$295K 7.73% 5
2023
Q1 		$7.67M Buy
33,807
+210
+0.6% +$48K 7.61% 5
2022
Q4 		$7.21M Buy
33,597
+13,348
+66% +$2.92M 7.8% 5
2022
Q3 		$4.18M Buy
20,249
+386
+2% +$86.9K 4.65% 7
2022
Q2 		$4.1M Buy
19,863
+394
+2% +$87.9K 4.39% 7
2022
Q1 		$4.98M Buy
19,469
+5,104
+36% +$1.31M 4.48% 7
2021
Q4 		$4.21M Buy
+14,365
New +$4.33M 3.63% 10

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

Erickson Financial Group's IWO Position: Q1 2026 in Review

Erickson Financial Group increased its iShares Russell 2000 Growth ETF (IWO) stake by 0.73% in Q1 2026, buying an estimated $63.5K and bringing the position to 26,371 shares worth $8.28M. The position accounts for 5.19% of the portfolio, ranked #5.

Erickson Financial Group first reported a position in IWO in Q4 2021 and has held it in 18 quarters since. The position peaked at $10.1M in Q4 2024. 1,021 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Erickson Financial Group held 26,371 shares of iShares Russell 2000 Growth ETF worth $8.28M as of Q1 2026.
  • Erickson Financial Group bought 191 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $63.5K.
  • iShares Russell 2000 Growth ETF made up 5.19% of Erickson Financial Group's portfolio in Q1 2026, its #5 holding.
  • Erickson Financial Group first reported a position in iShares Russell 2000 Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • Erickson Financial Group's iShares Russell 2000 Growth ETF position peaked at $10.1M in Q4 2024.
  • 1,021 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Erickson Financial Group's 13F filing for Q1 2026, filed 8 Apr 2026.