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

HighTower 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
2025 Q1	–	Sell	-2,700	Closed	-$6.62K	–	3901
2024 Q4	$6.62K	Buy	2,700 +500	+23%	+$148K	﹤0.01%	3610
2024 Q3	$1.1K	Buy	+2,200	New	+$603K	﹤0.01%	3657
2022 Q3	–	Sell	-9,600	Closed	-$82K	–	3269
2022 Q2	$82K	Buy	9,600 +9,552	+19,900%	+$2.13M	﹤0.01%	2830
2022 Q1	$44K	Buy	+48	New	+$12.3K	﹤0.01%	3087
2018 Q2	–	Sell	-9,000	Closed	-$2K	–	2315
2018 Q1	$2K	Buy	+9,000	New	+$1.73M	﹤0.01%	2152
2016 Q1	–	Sell	-40,800	Closed	-$2K	–	2130
2015 Q4	$2K	Buy	+40,800	New	+$5.79M	﹤0.01%	2021

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

HighTower Advisors's IWO Position: Q1 2026 in Review

HighTower Advisors increased its iShares Russell 2000 Growth ETF (IWO) stake by 0.09% in Q1 2026, buying an estimated $22.3K and bringing the position to 72,950 shares worth $22.9M. The position accounts for 0.02% of the portfolio, ranked #569.

HighTower Advisors first reported a position in IWO in Q4 2013 and has held it in 45 quarters since. The position peaked at $45.9M in Q2 2015. 1,021 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

HighTower Advisors held 72,950 shares of iShares Russell 2000 Growth ETF worth $22.9M as of Q1 2026.
HighTower Advisors bought 67 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $22.3K.
iShares Russell 2000 Growth ETF made up 0.02% of HighTower Advisors's portfolio in Q1 2026, its #569 holding.
HighTower Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2013 and has held it in 45 quarters since.
HighTower Advisors's iShares Russell 2000 Growth ETF position peaked at $45.9M in Q2 2015.
1,021 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.