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Great Valley Advisor Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Great Valley Advisor Group’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 		$4.23M Sell
13,495
-163
-1% -$54.2K 0.08% 230
2025
Q4 		$4.41M Buy
13,658
+145
+1% +$47.2K 0.08% 210
2025
Q3 		$4.32M Sell
13,513
-105
-0.8% -$31.7K 0.09% 203
2025
Q2 		$3.89M Sell
13,618
-72
-0.5% -$19K 0.09% 202
2025
Q1 		$3.5M Buy
13,690
+265
+2% +$74.8K 0.08% 229
2024
Q4 		$3.86M Sell
13,425
-2,899
-18% -$858K 0.09% 220
2024
Q3 		$4.64M Buy
16,324
+439
+3% +$120K 0.11% 174
2024
Q2 		$4.17M Buy
15,885
+214
+1% +$55.6K 0.12% 185
2024
Q1 		$4.24M Buy
15,671
+790
+5% +$202K 0.13% 171
2023
Q4 		$3.75M Buy
14,881
+1,381
+10% +$311K 0.13% 171
2023
Q3 		$3.03M Buy
13,500
+168
+1% +$40.2K 0.13% 178
2023
Q2 		$3.23M Buy
13,332
+685
+5% +$157K 0.14% 165
2023
Q1 		$2.87M Buy
12,647
+952
+8% +$218K 0.13% 176
2022
Q4 		$2.51M Buy
11,695
+1,846
+19% +$404K 0.13% 181
2022
Q3 		$2.04M Buy
9,849
+174
+2% +$39.2K 0.11% 190
2022
Q2 		$2M Buy
9,675
+68
+0.7% +$15.2K 0.11% 195
2022
Q1 		$2.74M Buy
9,607
+578
+6% +$148K 0.16% 159
2021
Q4 		$2.65M Buy
9,029
+1
+0% +$301 0.16% 149
2021
Q3 		$2.65M Buy
9,028
+758
+9% +$228K 0.18% 139
2021
Q2 		$2.51M Buy
8,270
+582
+8% +$175K 0.19% 139
2021
Q1 		$2.31M Buy
7,688
+327
+4% +$101K 0.22% 111
2020
Q4 		$2.11M Buy
7,361
+1,420
+24% +$362K 0.22% 101
2020
Q3 		$1.32M Buy
5,941
+171
+3% +$37.4K 0.16% 141
2020
Q2 		$1.19M Buy
+5,770
New +$1.08M 0.2% 129
2020
Q1 		– Sell
-957
Closed -$205K – 349
2019
Q4 		$205K Buy
+957
New +$194K 0.05% 342

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

Great Valley Advisor Group's IWO Position: Q1 2026 in Review

Great Valley Advisor Group reduced its iShares Russell 2000 Growth ETF (IWO) stake by 1.2% in Q1 2026, selling an estimated $54.2K and leaving 13,495 shares worth $4.23M. The position accounts for 0.08% of the portfolio, ranked #230.

Great Valley Advisor Group first reported a position in IWO in Q4 2019 and has held it in 25 quarters since. The position peaked at $4.64M in Q3 2024. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Great Valley Advisor Group held 13,495 shares of iShares Russell 2000 Growth ETF worth $4.23M as of Q1 2026.
  • Great Valley Advisor Group sold 163 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $54.2K.
  • iShares Russell 2000 Growth ETF made up 0.08% of Great Valley Advisor Group's portfolio in Q1 2026, its #230 holding.
  • Great Valley Advisor Group first reported a position in iShares Russell 2000 Growth ETF in Q4 2019 and has held it in 25 quarters since.
  • Great Valley Advisor Group's iShares Russell 2000 Growth ETF position peaked at $4.64M in Q3 2024.
  • 1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.