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

MainStreet Investment 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 Q2	$203K	Buy	+515	New	+$188K	0.03%	163
2022 Q1	–	Sell	-685	Closed	-$201K	–	184
2021 Q4	$201K	Hold	685	–	–	0.02%	188
2021 Q3	$201K	Hold	685	–	–	0.02%	179
2021 Q2	$214K	Hold	685	–	–	0.02%	180
2021 Q1	$206K	Buy	+685	New	+$213K	0.02%	179

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

MainStreet Investment Advisors's IWO Position: Q2 2026 in Review

MainStreet Investment Advisors opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q2 2026: 515 shares worth $203K. The stake represents 0.03% of the portfolio and ranks #163 among its holdings. This is a return to the name: MainStreet Investment Advisors previously reported a position in IWO as recently as Q4 2021.

MainStreet Investment Advisors first reported a position in IWO in Q1 2021 and has held it in 5 quarters since. The position peaked at $214K in Q2 2021. 1,105 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

MainStreet Investment Advisors held 515 shares of iShares Russell 2000 Growth ETF worth $203K as of Q2 2026.
iShares Russell 2000 Growth ETF was a new MainStreet Investment Advisors position in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.03% of MainStreet Investment Advisors's portfolio in Q2 2026, its #163 holding.
MainStreet Investment Advisors first reported a position in iShares Russell 2000 Growth ETF in Q1 2021 and has held it in 5 quarters since.
MainStreet Investment Advisors's iShares Russell 2000 Growth ETF position peaked at $214K in Q2 2021.
1,105 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on MainStreet Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.