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Kovack Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Kovack 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 		$831K Sell
2,645
-1
-0% -$333 0.04% 422
2025
Q4 		$855K Buy
+2,646
New +$861K 0.04% 433
2025
Q1 		– Sell
-1,188
Closed -$342K – 608
2024
Q4 		$342K Buy
1,188
+417
+54% +$123K 0.03% 412
2024
Q3 		$219K Buy
+771
New +$211K 0.02% 523
2024
Q1 		– Sell
-871
Closed -$220K – 552
2023
Q4 		$220K Buy
+871
New +$196K 0.03% 501
2022
Q4 		– Sell
-1,002
Closed -$207K – 602
2022
Q3 		$207K Sell
1,002
-574
-36% -$129K 0.03% 517
2022
Q2 		$325K Sell
1,576
-202
-11% -$45K 0.04% 423
2022
Q1 		$454K Sell
1,778
-10
-0.6% -$2.56K 0.05% 411
2021
Q4 		$524K Buy
1,788
+310
+21% +$93.4K 0.05% 376
2021
Q3 		$434K Buy
1,478
+187
+14% +$56.2K 0.05% 409
2021
Q2 		$402K Buy
1,291
+323
+33% +$97.2K 0.05% 416
2021
Q1 		$291K Buy
+968
New +$300K 0.04% 469
2020
Q1 		– Sell
-1,374
Closed -$294K – 516
2019
Q4 		$294K Sell
1,374
-285
-17% -$57.8K 0.05% 359
2019
Q3 		$320K Sell
1,659
-14
-0.8% -$2.78K 0.07% 315
2019
Q2 		$336K Buy
1,673
+412
+33% +$81.5K 0.08% 282
2019
Q1 		$248K Buy
+1,261
New +$240K 0.06% 333
2017
Q1 		– Sell
-1,350
Closed -$208K – 315
2016
Q4 		$208K Sell
1,350
-127
-9% -$19K 0.1% 226
2016
Q3 		$220K Sell
1,477
-220
-13% -$32.1K 0.11% 216
2016
Q2 		$233K Buy
1,697
+7
+0.4% +$945 0.12% 199
2016
Q1 		$224K Sell
1,690
-264
-14% -$32.9K 0.14% 190
2015
Q4 		$272K Buy
+1,954
New +$277K 0.18% 149

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

Kovack Advisors's IWO Position: Q1 2026 in Review

Kovack Advisors reduced its iShares Russell 2000 Growth ETF (IWO) stake by 0.04% in Q1 2026, selling an estimated $333 and leaving 2,645 shares worth $831K. The position accounts for 0.04% of the portfolio, ranked #422.

Kovack Advisors first reported a position in IWO in Q4 2015 and has held it in 21 quarters since. The position peaked at $855K in Q4 2025. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Kovack Advisors held 2,645 shares of iShares Russell 2000 Growth ETF worth $831K as of Q1 2026.
  • Kovack Advisors sold 1 iShares Russell 2000 Growth ETF share in Q1 2026, an estimated $333.
  • iShares Russell 2000 Growth ETF made up 0.04% of Kovack Advisors's portfolio in Q1 2026, its #422 holding.
  • Kovack Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2015 and has held it in 21 quarters since.
  • Kovack Advisors's iShares Russell 2000 Growth ETF position peaked at $855K in Q4 2025.
  • 1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.