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

Financial Sense 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	$2.07M	Buy	6,594 +5,404	+454%	+$1.8M	0.42%	50
2025 Q4	$385K	Buy	1,190 +77	+7%	+$25K	0.07%	117
2025 Q3	$356K	Sell	1,113 -76	-6%	-$22.9K	0.06%	131
2025 Q2	$340K	Sell	1,189 -2,835	-70%	-$746K	0.08%	111
2025 Q1	$1.03M	Buy	4,024 +469	+13%	+$132K	0.29%	53
2024 Q4	$1.02M	Buy	+3,555	New	+$1.05M	0.34%	52
2022 Q1	–	Sell	-1,392	Closed	-$408K	–	108
2021 Q4	$408K	Buy	1,392 +1	+0.1%	+$301	0.14%	79
2021 Q3	$409K	Hold	1,391	–	–	0.14%	78
2021 Q2	$434K	Sell	1,391 -524	-27%	-$158K	0.14%	80
2021 Q1	$576K	Buy	1,915 +1	+0.1%	+$310	0.19%	74
2020 Q4	$549K	Buy	+1,914	New	+$488K	0.2%	71
2016 Q2	–	Sell	-1,647	Closed	-$218K	–	81
2016 Q1	$218K	Sell	1,647 -3,164	-66%	-$395K	0.13%	73
2015 Q4	$670K	Sell	4,811 -845	-15%	-$120K	0.31%	56
2015 Q3	$758K	Buy	+5,656	New	+$838K	0.52%	40

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 Sense Advisors's IWO Position: Q1 2026 in Review

Financial Sense Advisors increased its iShares Russell 2000 Growth ETF (IWO) stake by 454% in Q1 2026, buying an estimated $1.8M and bringing the position to 6,594 shares worth $2.07M. The position accounts for 0.42% of the portfolio, ranked #50.

Financial Sense Advisors first reported a position in IWO in Q3 2015 and has held it in 14 quarters since. 1,021 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

Financial Sense Advisors held 6,594 shares of iShares Russell 2000 Growth ETF worth $2.07M as of Q1 2026.
Financial Sense Advisors bought 5,404 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $1.8M.
iShares Russell 2000 Growth ETF made up 0.42% of Financial Sense Advisors's portfolio in Q1 2026, its #50 holding.
Financial Sense Advisors first reported a position in iShares Russell 2000 Growth ETF in Q3 2015 and has held it in 14 quarters since.
1,021 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

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