Financial Engines Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Financial Engines 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	$74.7M	Sell	238,068 -16,125	-6%	-$5.36M	0.15%	46
2025 Q4	$82.1M	Sell	254,193 -12,627	-5%	-$4.11M	0.16%	45
2025 Q3	$85.4M	Sell	266,820 -19,383	-7%	-$5.85M	0.16%	44
2025 Q2	$81.8M	Buy	286,203 +13,468	+5%	+$3.54M	0.16%	44
2025 Q1	$69.7M	Buy	272,735 +5,128	+2%	+$1.45M	0.15%	45
2024 Q4	$77M	Sell	267,607 -23,797	-8%	-$7.04M	0.16%	44
2024 Q3	$82.8M	Sell	291,404 -20,657	-7%	-$5.66M	0.17%	42
2024 Q2	$81.9M	Sell	312,061 -1,902	-0.6%	-$494K	0.18%	43
2024 Q1	$85M	Sell	313,963 -10,134	-3%	-$2.59M	0.19%	42
2023 Q4	$81.7M	Sell	324,097 -2,355	-0.7%	-$531K	0.19%	42
2023 Q3	$73.3M	Sell	326,452 -6,851	-2%	-$1.64M	0.19%	42
2023 Q2	$80.9M	Sell	333,303 -3,910	-1%	-$897K	0.21%	42
2023 Q1	$76.5M	Buy	337,213 +1,166	+0.3%	+$267K	0.2%	42
2022 Q4	$72.1M	Sell	336,047 -3,332	-1%	-$730K	0.21%	45
2022 Q3	$70.1M	Sell	339,379 -2,350	-0.7%	-$529K	0.23%	41
2022 Q2	$70.5M	Buy	341,729 +2,977	+0.9%	+$664K	0.21%	43
2022 Q1	$86.6M	Buy	338,752 +41,896	+14%	+$10.7M	0.23%	39
2021 Q4	$87M	Buy	296,856 +11,750	+4%	+$3.54M	0.23%	44
2021 Q3	$83.7M	Sell	285,106 -4,276	-1%	-$1.28M	0.25%	43
2021 Q2	$90.2M	Sell	289,382 -2,693	-0.9%	-$810K	0.26%	40
2021 Q1	$87.8M	Sell	292,075 -69,498	-19%	-$21.6M	0.27%	41
2020 Q4	$104M	Sell	361,573 -70,026	-16%	-$17.8M	0.35%	37
2020 Q3	$95.6M	Sell	431,599 -103,660	-19%	-$22.7M	0.38%	36
2020 Q2	$111M	Sell	535,259 -88,970	-14%	-$16.6M	0.48%	35
2020 Q1	$98.7M	Sell	624,229 -75,928	-11%	-$15.1M	0.53%	28
2019 Q4	$150M	Sell	700,157 -19,284	-3%	-$3.91M	0.73%	22
2019 Q3	$139M	Buy	719,441 +11,191	+2%	+$2.22M	0.75%	22
2019 Q2	$142M	Sell	708,250 -2,115	-0.3%	-$418K	0.83%	21
2019 Q1	$140M	Buy	710,365 +11,638	+2%	+$2.21M	0.76%	20
2018 Q4	$117M	Buy	+698,727	New	+$130M	0.81%	23

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

Financial Engines Advisors's IWO Position: Q1 2026 in Review

Financial Engines Advisors reduced its iShares Russell 2000 Growth ETF (IWO) stake by 6.3% in Q1 2026, selling an estimated $5.36M and leaving 238,068 shares worth $74.7M. The position accounts for 0.15% of the portfolio, ranked #46.

Financial Engines Advisors first reported a position in IWO in Q4 2018 and has held it in 30 quarters since. The position peaked at $150M in Q4 2019. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

Financial Engines Advisors held 238,068 shares of iShares Russell 2000 Growth ETF worth $74.7M as of Q1 2026.
Financial Engines Advisors sold 16,125 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $5.36M.
iShares Russell 2000 Growth ETF made up 0.15% of Financial Engines Advisors's portfolio in Q1 2026, its #46 holding.
Financial Engines Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2018 and has held it in 30 quarters since.
Financial Engines Advisors's iShares Russell 2000 Growth ETF position peaked at $150M in Q4 2019.
1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.