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

Investment 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 		$307K Buy
977
+104
+12% +$34.6K 0.08% 147
2025
Q4 		$282K Sell
873
-400
-31% -$130K 0.07% 155
2025
Q3 		$408K Sell
1,273
-23
-2% -$6.94K 0.11% 118
2025
Q2 		$371K Hold
1,296
– – 0.11% 117
2025
Q1 		$331K Buy
1,296
+54
+4% +$15.2K 0.11% 121
2024
Q4 		$357K Sell
1,242
-16
-1% -$4.73K 0.12% 112
2024
Q3 		$357K Buy
1,258
+40
+3% +$11K 0.12% 115
2024
Q2 		$320K Buy
1,218
+60
+5% +$15.6K 0.12% 115
2024
Q1 		$314K Sell
1,158
-23
-2% -$5.88K 0.13% 112
2023
Q4 		$298K Sell
1,181
-56
-5% -$12.6K 0.14% 106
2023
Q3 		$277K Sell
1,237
-72
-6% -$17.2K 0.14% 102
2023
Q2 		$318K Sell
1,309
-35
-3% -$8.03K 0.16% 95
2023
Q1 		$305K Sell
1,344
-5
-0.4% -$1.14K 0.18% 96
2022
Q4 		$289K Sell
1,349
-84
-6% -$18.4K 0.18% 102
2022
Q3 		$296K Buy
+1,433
New +$323K 0.21% 88

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

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

Investment Advisory Group increased its iShares Russell 2000 Growth ETF (IWO) stake by 12% in Q1 2026, buying an estimated $34.6K and bringing the position to 977 shares worth $307K. The position accounts for 0.08% of the portfolio, ranked #147.

Investment Advisory Group first reported a position in IWO in Q3 2022 and has held it in 15 quarters since. The position peaked at $408K in Q3 2025. 1,021 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Investment Advisory Group held 977 shares of iShares Russell 2000 Growth ETF worth $307K as of Q1 2026.
  • Investment Advisory Group bought 104 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $34.6K.
  • iShares Russell 2000 Growth ETF made up 0.08% of Investment Advisory Group's portfolio in Q1 2026, its #147 holding.
  • Investment Advisory Group first reported a position in iShares Russell 2000 Growth ETF in Q3 2022 and has held it in 15 quarters since.
  • Investment Advisory Group's iShares Russell 2000 Growth ETF position peaked at $408K in Q3 2025.
  • 1,021 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Investment Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.