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 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 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

Investmark Advisory Group's IWO Position: Q1 2026 in Review

Investmark Advisory Group held its iShares Russell 2000 Growth ETF (IWO) position steady in Q1 2026 at 1,615 shares worth $507K. The position accounts for 0.22% of the portfolio, ranked #78.

Investmark Advisory Group first reported a position in IWO in Q4 2021 and has held it in 16 quarters since. The position peaked at $522K in Q4 2025. 1,020 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

Investmark Advisory Group held 1,615 shares of iShares Russell 2000 Growth ETF worth $507K as of Q1 2026.
Investmark Advisory Group left its iShares Russell 2000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 2000 Growth ETF made up 0.22% of Investmark Advisory Group's portfolio in Q1 2026, its #78 holding.
Investmark Advisory Group first reported a position in iShares Russell 2000 Growth ETF in Q4 2021 and has held it in 16 quarters since.
Investmark Advisory Group's iShares Russell 2000 Growth ETF position peaked at $522K in Q4 2025.
1,020 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Investmark Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.