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Garton & Associates Financial Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Garton & Associates Financial 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
-6
Closed -$1.94K – 408
2025
Q4 		$1.94K Buy
+6
New +$1.95K ﹤0.01% 1096

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

Garton & Associates Financial Advisors's IWO Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2026, closing a stake of 6 shares — an estimated $1.94K sold.

Garton & Associates Financial Advisors first reported a position in IWO in Q4 2025 and held it in 1 quarter. The position peaked at $1.94K in Q4 2025. 1,025 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 6 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $1.94K.
  • Garton & Associates Financial Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's iShares Russell 2000 Growth ETF position peaked at $1.94K in Q4 2025.
  • 1,025 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.