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J.W. Cole Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

J.W. Cole Advisors’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
-4,425
Closed -$1.4M – 1126
2025
Q4 		$1.4M Sell
4,425
-178
-4% -$57.9K 0.03% 526
2025
Q3 		$1.47M Sell
4,603
-39
-0.8% -$11.8K 0.03% 584
2025
Q2 		$1.33M Sell
4,642
-111
-2% -$29.2K 0.03% 566
2025
Q1 		$1.21M Sell
4,753
-2,196
-32% -$620K 0.04% 481
2024
Q4 		$2M Buy
6,949
+963
+16% +$285K 0.08% 243
2024
Q3 		$1.7M Buy
5,986
+442
+8% +$121K 0.07% 278
2024
Q2 		$1.46M Sell
5,544
-748
-12% -$194K 0.07% 275
2024
Q1 		$1.7M Buy
6,292
+466
+8% +$119K 0.09% 238
2023
Q4 		$1.47M Sell
5,826
-48
-0.8% -$10.8K 0.09% 237
2023
Q3 		$1.32M Buy
5,874
+112
+2% +$26.8K 0.1% 214
2023
Q2 		$1.4M Buy
5,762
+29
+0.5% +$6.65K 0.1% 215
2023
Q1 		$1.3M Sell
5,733
-297
-5% -$67.9K 0.09% 247
2022
Q4 		$1.29M Sell
6,030
-491
-8% -$108K 0.1% 223
2022
Q3 		$1.35M Buy
6,521
+536
+9% +$121K 0.11% 210
2022
Q2 		$1.24M Sell
5,985
-708
-11% -$158K 0.1% 228
2022
Q1 		$1.71M Buy
6,693
+1,240
+23% +$317K 0.11% 204
2021
Q4 		$1.6M Buy
+5,453
New +$1.64M 0.1% 217
2021
Q3 		– Sell
-5,657
Closed -$1.76M – 616
2021
Q2 		$1.76M Buy
5,657
+198
+4% +$59.6K 0.14% 174
2021
Q1 		$1.64M Sell
5,459
-8,470
-61% -$2.63M 0.16% 159
2020
Q4 		$3.99M Buy
13,929
+10,316
+286% +$2.63M 0.42% 49
2020
Q3 		$800K Buy
+3,613
New +$791K 0.06% 302
2020
Q1 		– Sell
-4,549
Closed -$975K – 309
2019
Q4 		$975K Buy
+4,549
New +$923K 0.12% 190

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

J.W. Cole Advisors's IWO Position: Q1 2026 in Review

J.W. Cole Advisors sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2026, closing a stake of 4,425 shares — an estimated $1.4M sold.

J.W. Cole Advisors first reported a position in IWO in Q4 2019 and held it in 22 quarters. The position peaked at $3.99M in Q4 2020. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • J.W. Cole Advisors reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • J.W. Cole Advisors sold 4,425 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $1.4M.
  • J.W. Cole Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2019 and held it in 22 quarters.
  • J.W. Cole Advisors's iShares Russell 2000 Growth ETF position peaked at $3.99M in Q4 2020.
  • 1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.