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Flagship Harbor Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Flagship Harbor 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
-503
Closed -$163K – 1467
2025
Q4 		$163K Buy
+503
New +$164K 0.01% 729
2024
Q4 		– Sell
-723
Closed -$205K – 760
2024
Q3 		$205K Buy
+723
New +$198K 0.01% 684
2024
Q2 		– Sell
-752
Closed -$204K – 704
2024
Q1 		$204K Sell
752
-60
-7% -$15.3K 0.01% 637
2023
Q4 		$205K Sell
812
-215
-21% -$48.5K 0.01% 597
2023
Q3 		$230K Buy
+1,027
New +$246K 0.02% 540
2020
Q4 		– Sell
-439
Closed -$97K – 1126
2020
Q3 		$97K Sell
439
-235
-35% -$51.4K 0.01% 665
2020
Q2 		$139K Sell
674
-93
-12% -$17.4K 0.02% 551
2020
Q1 		$121K Buy
767
+11
+1% +$2.18K 0.02% 504
2019
Q4 		$162K Sell
756
-7
-0.9% -$1.42K 0.03% 486
2019
Q3 		$147K Hold
763
– – 0.03% 489
2019
Q2 		$153K Sell
763
-7
-0.9% -$1.38K 0.03% 461
2019
Q1 		$151K Buy
770
+4
+0.5% +$761 0.03% 475
2018
Q4 		$128K Buy
766
+20
+3% +$3.73K 0.03% 467
2018
Q3 		$158K Sell
746
-124
-14% -$26.4K 0.03% 475
2018
Q2 		$177K Buy
+870
New +$174K 0.04% 429

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 22.96% 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

Flagship Harbor Advisors's IWO Position: Q1 2026 in Review

Flagship Harbor Advisors sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2026, closing a stake of 503 shares — an estimated $163K sold.

Flagship Harbor Advisors first reported a position in IWO in Q2 2018 and held it in 15 quarters. The position peaked at $230K in Q3 2023. 1,025 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Flagship Harbor Advisors reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Flagship Harbor Advisors sold 503 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $163K.
  • Flagship Harbor Advisors first reported a position in iShares Russell 2000 Growth ETF in Q2 2018 and held it in 15 quarters.
  • Flagship Harbor Advisors's iShares Russell 2000 Growth ETF position peaked at $230K in Q3 2023.
  • 1,025 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Flagship Harbor Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.