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

HFG 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 Q3	$280K	Hold	784	–	–	0.18%	92
2026 Q2	$309K	Hold	784	–	–	0.19%	84
2026 Q1	$246K	Hold	784	–	–	0.17%	96
2025 Q4	$253K	Hold	784	–	–	0.18%	89
2025 Q3	$251K	Hold	784	–	–	0.19%	85
2025 Q2	$224K	Hold	784	–	–	0.18%	86
2025 Q1	$200K	Hold	784	–	–	0.17%	92
2024 Q4	$226K	Hold	784	–	–	0.2%	84
2024 Q3	$223K	Hold	784	–	–	0.2%	85
2024 Q2	$206K	Hold	784	–	–	0.19%	86
2024 Q1	$212K	Buy	+784	New	+$200K	0.19%	97
2022 Q2	–	Sell	-784	Closed	-$201K	–	90
2022 Q1	$201K	Hold	784	–	–	0.23%	84
2021 Q4	$230K	Buy	+784	New	+$236K	0.26%	71

Other funds holding IWO

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

TIAA Wealth Investment Management New York $16.6B AUM

HFG Advisors's IWO Position: Q3 2026 in Review

HFG Advisors held its iShares Russell 2000 Growth ETF (IWO) position steady in Q3 2026 at 784 shares worth $280K. The position accounts for 0.18% of the portfolio, ranked #92.

HFG Advisors first reported a position in IWO in Q4 2021 and has held it in 13 quarters since. The position peaked at $309K in Q2 2026. 955 funds tracked by Wall St. Rank hold IWO as of Q3 2026.

HFG Advisors held 784 shares of iShares Russell 2000 Growth ETF worth $280K as of Q3 2026.
HFG Advisors left its iShares Russell 2000 Growth ETF share count unchanged in Q3 2026.
iShares Russell 2000 Growth ETF made up 0.18% of HFG Advisors's portfolio in Q3 2026, its #92 holding.
HFG Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2021 and has held it in 13 quarters since.
HFG Advisors's iShares Russell 2000 Growth ETF position peaked at $309K in Q2 2026.
955 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2026.

Based on HFG Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.