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Glen Eagle Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Glen Eagle 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 		$66.5K Hold
212
– – 0.01% 394
2025
Q4 		$68.5K Hold
212
– – 0.01% 390
2025
Q3 		$67.8K Hold
212
– – 0.01% 397
2025
Q2 		$60.6K Sell
212
-42
-17% -$11.1K 0.01% 390
2025
Q1 		$64.9K Hold
254
– – 0.01% 375
2024
Q4 		$73.1K Hold
254
– – 0.01% 356
2024
Q3 		$72.1K Hold
254
– – 0.01% 361
2024
Q2 		$66.7K Hold
254
– – 0.01% 358
2024
Q1 		$68.8K Hold
254
– – 0.01% 361
2023
Q4 		$64.1K Sell
254
-393
-61% -$88.6K 0.01% 353
2023
Q3 		$145K Hold
647
– – 0.03% 251
2023
Q2 		$157K Buy
647
+454
+235% +$104K 0.04% 245
2023
Q1 		$43.8K Buy
193
+168
+672% +$38.4K 0.01% 388
2022
Q4 		$5.36K Hold
25
– – ﹤0.01% 703
2022
Q3 		$5.17K Hold
25
– – ﹤0.01% 702
2022
Q2 		$5.16K Sell
25
-216
-90% -$48.2K ﹤0.01% 713
2022
Q1 		$61.6K Hold
241
– – 0.02% 350
2021
Q4 		$70.6K Sell
241
-20
-8% -$6.03K 0.02% 323
2021
Q3 		$76.6K Hold
261
– – 0.02% 308
2021
Q2 		$81.4K Hold
261
– – 0.03% 298
2021
Q1 		$78.5K Hold
261
– – 0.03% 279
2020
Q4 		$74.8K Hold
261
– – 0.03% 270
2020
Q3 		$57.8K Sell
261
-25
-9% -$5.47K 0.03% 283
2020
Q2 		$59.2K Sell
286
-42
-13% -$7.86K 0.03% 266
2020
Q1 		$51.9K Sell
328
-274
-46% -$54.4K 0.04% 260
2019
Q4 		$129K Buy
602
+273
+83% +$55.4K 0.07% 202
2019
Q3 		$63.4K Hold
329
– – 0.04% 257
2019
Q2 		$66.1K Buy
329
+29
+10% +$5.74K 0.05% 248
2019
Q1 		$59K Hold
300
– – 0.04% 252
2018
Q4 		$50.4K Sell
300
-50
-14% -$9.32K 0.04% 242
2018
Q3 		$75.3K Hold
350
– – 0.05% 227
2018
Q2 		$71.5K Hold
350
– – 0.06% 227
2018
Q1 		$66.7K Buy
+350
New +$67.2K 0.06% 227

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

Glen Eagle Advisors's IWO Position: Q1 2026 in Review

Glen Eagle Advisors held its iShares Russell 2000 Growth ETF (IWO) position steady in Q1 2026 at 212 shares worth $66.5K. The position accounts for 0.01% of the portfolio, ranked #394.

Glen Eagle Advisors first reported a position in IWO in Q1 2018 and has held it in 33 quarters since. The position peaked at $157K in Q2 2023. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Glen Eagle Advisors held 212 shares of iShares Russell 2000 Growth ETF worth $66.5K as of Q1 2026.
  • Glen Eagle Advisors left its iShares Russell 2000 Growth ETF share count unchanged in Q1 2026.
  • iShares Russell 2000 Growth ETF made up 0.01% of Glen Eagle Advisors's portfolio in Q1 2026, its #394 holding.
  • Glen Eagle Advisors first reported a position in iShares Russell 2000 Growth ETF in Q1 2018 and has held it in 33 quarters since.
  • Glen Eagle Advisors's iShares Russell 2000 Growth ETF position peaked at $157K in Q2 2023.
  • 1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Glen Eagle Advisors's 13F filing for Q1 2026, filed 15 May 2026.