Marco Investment Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Marco Investment Management’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	$297K	Hold	945	–	–	0.02%	183
2025 Q4	$305K	Hold	945	–	–	0.02%	179
2025 Q3	$302K	Hold	945	–	–	0.02%	175
2025 Q2	$270K	Hold	945	–	–	0.02%	181
2025 Q1	$241K	Hold	945	–	–	0.02%	186
2024 Q4	$272K	Hold	945	–	–	0.02%	179
2024 Q3	$268K	Hold	945	–	–	0.02%	181
2024 Q2	$248K	Hold	945	–	–	0.02%	183
2024 Q1	$256K	Hold	945	–	–	0.02%	186
2023 Q4	$238K	Hold	945	–	–	0.02%	187
2023 Q3	$212K	Hold	945	–	–	0.02%	185
2023 Q2	$229K	Buy	+945	New	+$217K	0.02%	183

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Marco Investment Management's IWO Position: Q1 2026 in Review

Marco Investment Management held its iShares Russell 2000 Growth ETF (IWO) position steady in Q1 2026 at 945 shares worth $297K. The position accounts for 0.02% of the portfolio, ranked #183.

Marco Investment Management first reported a position in IWO in Q2 2023 and has held it in 12 quarters since. The position peaked at $305K in Q4 2025. 1,021 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

Marco Investment Management held 945 shares of iShares Russell 2000 Growth ETF worth $297K as of Q1 2026.
Marco Investment Management left its iShares Russell 2000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 2000 Growth ETF made up 0.02% of Marco Investment Management's portfolio in Q1 2026, its #183 holding.
Marco Investment Management first reported a position in iShares Russell 2000 Growth ETF in Q2 2023 and has held it in 12 quarters since.
Marco Investment Management's iShares Russell 2000 Growth ETF position peaked at $305K in Q4 2025.
1,021 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Marco Investment Management's 13F filing for Q1 2026, filed 8 May 2026.