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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

HFG Advisors's IWO Position: Q1 2026 in Review

HFG Advisors held its iShares Russell 2000 Growth ETF (IWO) position steady in Q1 2026 at 784 shares worth $246K. The position accounts for 0.17% of the portfolio, ranked #96.

HFG Advisors first reported a position in IWO in Q4 2021 and has held it in 11 quarters since. The position peaked at $253K in Q4 2025. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

HFG Advisors held 784 shares of iShares Russell 2000 Growth ETF worth $246K as of Q1 2026.
HFG Advisors left its iShares Russell 2000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 2000 Growth ETF made up 0.17% of HFG Advisors's portfolio in Q1 2026, its #96 holding.
HFG Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2021 and has held it in 11 quarters since.
HFG Advisors's iShares Russell 2000 Growth ETF position peaked at $253K in Q4 2025.
1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on HFG Advisors's 13F filing for Q1 2026, filed 8 May 2026.