Investors Research Corp’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Investors Research Corp’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	–	Sell	-43	Closed	-$13.9K	–	903
2025 Q4	$13.9K	Sell	43 -30	-41%	-$9.76K	﹤0.01%	585
2025 Q3	$23.4K	Hold	73	–	–	﹤0.01%	536
2025 Q2	$20.9K	Buy	73 +40	+121%	+$10.5K	﹤0.01%	580
2025 Q1	$8.43K	Hold	33	–	–	﹤0.01%	696
2024 Q4	$9.5K	Hold	33	–	–	﹤0.01%	676
2024 Q3	$9.37K	Hold	33	–	–	﹤0.01%	689
2024 Q2	$8.66K	Hold	33	–	–	﹤0.01%	731
2024 Q1	$8.94K	Hold	33	–	–	﹤0.01%	733
2023 Q4	$8.32K	Hold	33	–	–	﹤0.01%	764
2023 Q3	$7.4K	Hold	33	–	–	﹤0.01%	785
2023 Q2	$8.01K	Hold	33	–	–	﹤0.01%	792
2023 Q1	$7.49K	Hold	33	–	–	﹤0.01%	817
2022 Q4	$7.08K	Hold	33	–	–	﹤0.01%	822
2022 Q3	$7K	Hold	33	–	–	﹤0.01%	802
2022 Q2	$7K	Hold	33	–	–	﹤0.01%	796
2022 Q1	$8K	Hold	33	–	–	﹤0.01%	790
2021 Q4	$10K	Hold	33	–	–	﹤0.01%	770
2021 Q3	$10K	Hold	33	–	–	﹤0.01%	782
2021 Q2	$10K	Hold	33	–	–	﹤0.01%	775
2021 Q1	$10K	Hold	33	–	–	﹤0.01%	778
2020 Q4	$9K	Hold	33	–	–	﹤0.01%	868
2020 Q3	$7K	Hold	33	–	–	﹤0.01%	879
2020 Q2	$7K	Hold	33	–	–	﹤0.01%	860
2020 Q1	$5K	Buy	+33	New	+$6.55K	﹤0.01%	889
2019 Q2	–	Sell	-3	Closed	-$1K	–	1075
2019 Q1	$1K	Buy	+3	New	+$571	﹤0.01%	1001

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Investors Research Corp's IWO Position: Q1 2026 in Review

Investors Research Corp sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2026, closing a stake of 43 shares — an estimated $13.9K sold.

Investors Research Corp first reported a position in IWO in Q1 2019 and held it in 25 quarters. The position peaked at $23.4K in Q3 2025. 1,025 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

Investors Research Corp reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2026 after selling out during the quarter.
Investors Research Corp sold 43 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $13.9K.
Investors Research Corp first reported a position in iShares Russell 2000 Growth ETF in Q1 2019 and held it in 25 quarters.
Investors Research Corp's iShares Russell 2000 Growth ETF position peaked at $23.4K in Q3 2025.
1,025 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Investors Research Corp's 13F filing for Q1 2026, filed 3 Apr 2026.