Independent Advisor Alliance’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Independent Advisor Alliance’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	$3.3M	Buy	10,505 +6,643	+172%	+$2.21M	0.04%	416
2025 Q4	$1.25M	Buy	3,862 +270	+8%	+$87.8K	0.03%	414
2025 Q3	$1.15M	Buy	3,592 +716	+25%	+$216K	0.03%	420
2025 Q2	$822K	Buy	+2,876	New	+$757K	0.02%	451
2025 Q1	–	Sell	-6,071	Closed	-$1.75M	–	1104
2024 Q4	$1.75M	Buy	+6,071	New	+$1.8M	0.02%	546
2020 Q1	–	Sell	-6,345	Closed	-$1.36M	–	641
2019 Q4	$1.36M	Buy	+6,345	New	+$1.29M	0.06%	306

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

Independent Advisor Alliance's IWO Position: Q1 2026 in Review

Independent Advisor Alliance increased its iShares Russell 2000 Growth ETF (IWO) stake by 172% in Q1 2026, buying an estimated $2.21M and bringing the position to 10,505 shares worth $3.3M. The position accounts for 0.04% of the portfolio, ranked #416.

Independent Advisor Alliance first reported a position in IWO in Q4 2019 and has held it in 6 quarters since. 1,020 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

Independent Advisor Alliance held 10,505 shares of iShares Russell 2000 Growth ETF worth $3.3M as of Q1 2026.
Independent Advisor Alliance bought 6,643 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $2.21M.
iShares Russell 2000 Growth ETF made up 0.04% of Independent Advisor Alliance's portfolio in Q1 2026, its #416 holding.
Independent Advisor Alliance first reported a position in iShares Russell 2000 Growth ETF in Q4 2019 and has held it in 6 quarters since.
1,020 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.