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Investmark Advisory Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Investmark Advisory Group’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
Q2 		$643K Buy
1,631
+16
+1% +$5.84K 0.24% 72
2026
Q1 		$507K Hold
1,615
– – 0.22% 78
2025
Q4 		$522K Buy
1,615
+1
+0.1% +$325 0.22% 75
2025
Q3 		$517K Buy
1,614
+34
+2% +$10.3K 0.22% 74
2025
Q2 		$452K Sell
1,580
-103
-6% -$27.1K 0.21% 78
2025
Q1 		$430K Buy
1,683
+1
+0.1% +$282 0.21% 72
2024
Q4 		$484K Hold
1,682
– – 0.24% 70
2024
Q3 		$478K Buy
1,682
+1
+0.1% +$274 0.23% 73
2024
Q2 		$442K Sell
1,681
-1
-0.1% -$260 0.24% 73
2024
Q1 		$455K Buy
1,682
+12
+0.7% +$3.07K 0.25% 74
2023
Q4 		$421K Hold
1,670
– – 0.25% 73
2023
Q3 		$374K Buy
1,670
+62
+4% +$14.8K 0.25% 73
2023
Q2 		$390K Buy
1,608
+36
+2% +$8.25K 0.26% 69
2023
Q1 		$357K Sell
1,572
-27
-2% -$6.18K 0.26% 68
2022
Q4 		$343K Buy
+1,599
New +$350K 0.25% 73
2022
Q2 		– Sell
-1,123
Closed -$287K – 93
2022
Q1 		$287K Buy
1,123
+316
+39% +$80.9K 0.3% 65
2021
Q4 		$236K Buy
+807
New +$243K 0.22% 80

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Investmark Advisory Group's IWO Position: Q2 2026 in Review

Investmark Advisory Group increased its iShares Russell 2000 Growth ETF (IWO) stake by 0.99% in Q2 2026, buying an estimated $5.84K and bringing the position to 1,631 shares worth $643K. The position accounts for 0.24% of the portfolio, ranked #72.

Investmark Advisory Group first reported a position in IWO in Q4 2021 and has held it in 17 quarters since. 1,106 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Investmark Advisory Group held 1,631 shares of iShares Russell 2000 Growth ETF worth $643K as of Q2 2026.
  • Investmark Advisory Group bought 16 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $5.84K.
  • iShares Russell 2000 Growth ETF made up 0.24% of Investmark Advisory Group's portfolio in Q2 2026, its #72 holding.
  • Investmark Advisory Group first reported a position in iShares Russell 2000 Growth ETF in Q4 2021 and has held it in 17 quarters since.
  • 1,106 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Investmark Advisory Group's 13F filing for Q2 2026, filed 7 Aug 2026.