Mach-1 Financial Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Mach-1 Financial 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	$6.5M	Sell	16,496 -1,641	-9%	-$599K	2.52%	13
2026 Q1	$5.69M	Buy	18,137 +12,606	+228%	+$4.19M	2%	15
2025 Q4	$1.79M	Buy	+5,531	New	+$1.8M	0.37%	54
2022 Q4	–	Sell	-50	Closed	-$10K	–	308
2022 Q3	$10K	Hold	50	–	–	0.01%	218
2022 Q2	$10K	Buy	+50	New	+$11.1K	0.01%	239

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

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

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

Mach-1 Financial Group's IWO Position: Q2 2026 in Review

Mach-1 Financial Group reduced its iShares Russell 2000 Growth ETF (IWO) stake by 9% in Q2 2026, selling an estimated $599K and leaving 16,496 shares worth $6.5M. The position accounts for 2.52% of the portfolio, ranked #13.

Mach-1 Financial Group first reported a position in IWO in Q2 2022 and has held it in 5 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Mach-1 Financial Group held 16,496 shares of iShares Russell 2000 Growth ETF worth $6.5M as of Q2 2026.
Mach-1 Financial Group sold 1,641 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $599K.
iShares Russell 2000 Growth ETF made up 2.52% of Mach-1 Financial Group's portfolio in Q2 2026, its #13 holding.
Mach-1 Financial Group first reported a position in iShares Russell 2000 Growth ETF in Q2 2022 and has held it in 5 quarters since.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Mach-1 Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.