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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
Q2 		$383K Sell
973
-4
-0.4% -$1.46K 0.08% 145
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 $1.55T 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

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

Investment Advisory Group reduced its iShares Russell 2000 Growth ETF (IWO) stake by 0.41% in Q2 2026, selling an estimated $1.46K and leaving 973 shares worth $383K. The position accounts for 0.08% of the portfolio, ranked #145.

Investment Advisory Group first reported a position in IWO in Q3 2022 and has held it in 16 quarters since. The position peaked at $408K in Q3 2025. 1,106 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Investment Advisory Group held 973 shares of iShares Russell 2000 Growth ETF worth $383K as of Q2 2026.
  • Investment Advisory Group sold 4 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $1.46K.
  • iShares Russell 2000 Growth ETF made up 0.08% of Investment Advisory Group's portfolio in Q2 2026, its #145 holding.
  • Investment Advisory Group first reported a position in iShares Russell 2000 Growth ETF in Q3 2022 and has held it in 16 quarters since.
  • Investment Advisory Group's iShares Russell 2000 Growth ETF position peaked at $408K in Q3 2025.
  • 1,106 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Investment Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.