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

Integrated Advisors Network’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 		$1.49M Sell
4,181
-20
-0.5% -$7.54K 0.07% 259
2026
Q2 		$1.66M Buy
4,201
+30
+0.7% +$10.9K 0.08% 241
2026
Q1 		$1.31M Sell
4,171
-44
-1% -$14.6K 0.07% 273
2025
Q4 		$1.36M Buy
4,215
+126
+3% +$41K 0.06% 292
2025
Q3 		$1.31M Sell
4,089
-12
-0.3% -$3.62K 0.06% 308
2025
Q2 		$1.17M Sell
4,101
-159
-4% -$41.9K 0.05% 317
2025
Q1 		$1.09M Buy
4,260
+196
+5% +$55.3K 0.05% 306
2024
Q4 		$1.17M Sell
4,064
-383
-9% -$113K 0.06% 281
2024
Q3 		$1.26M Buy
4,447
+278
+7% +$76.1K 0.06% 287
2024
Q2 		$1.09M Buy
4,169
+2
+0% +$519 0.06% 292
2024
Q1 		$1.13M Sell
4,167
-127
-3% -$32.5K 0.06% 290
2023
Q4 		$1.08M Buy
4,294
+19
+0.4% +$4.28K 0.06% 277
2023
Q3 		$958K Hold
4,275
– – 0.06% 288
2023
Q2 		$1.04M Buy
4,275
+634
+17% +$145K 0.06% 280
2023
Q1 		$826K Buy
3,641
+297
+9% +$67.9K 0.05% 317
2022
Q4 		$717K Sell
3,344
-13
-0.4% -$2.85K 0.05% 352
2022
Q3 		$694K Sell
3,357
-226
-6% -$50.9K 0.05% 337
2022
Q2 		$739K Sell
3,583
-436
-11% -$97.2K 0.05% 334
2022
Q1 		$1.03M Buy
4,019
+2,902
+260% +$743K 0.06% 301
2021
Q4 		$327K Buy
1,117
+291
+35% +$87.7K 0.02% 514
2021
Q3 		$243K Sell
826
-416
-33% -$125K 0.02% 550
2021
Q2 		$387K Sell
1,242
-113
-8% -$34K 0.03% 409
2021
Q1 		$408K Buy
1,355
+602
+80% +$187K 0.04% 365
2020
Q4 		$216K Buy
+753
New +$192K 0.02% 459

Other funds holding IWO

Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

Integrated Advisors Network's IWO Position: Q3 2026 in Review

Integrated Advisors Network reduced its iShares Russell 2000 Growth ETF (IWO) stake by 0.48% in Q3 2026, selling an estimated $7.54K and leaving 4,181 shares worth $1.49M. The position accounts for 0.07% of the portfolio, ranked #259.

Integrated Advisors Network first reported a position in IWO in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.66M in Q2 2026. 744 funds tracked by Wall St. Rank hold IWO as of Q3 2026.

  • Integrated Advisors Network held 4,181 shares of iShares Russell 2000 Growth ETF worth $1.49M as of Q3 2026.
  • Integrated Advisors Network sold 20 iShares Russell 2000 Growth ETF shares in Q3 2026, an estimated $7.54K.
  • iShares Russell 2000 Growth ETF made up 0.07% of Integrated Advisors Network's portfolio in Q3 2026, its #259 holding.
  • Integrated Advisors Network first reported a position in iShares Russell 2000 Growth ETF in Q4 2020 and has held it in 24 quarters since.
  • Integrated Advisors Network's iShares Russell 2000 Growth ETF position peaked at $1.66M in Q2 2026.
  • 744 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2026.

Based on Integrated Advisors Network's 13F filing for Q3 2026, filed 20 Oct 2026.