Marquette Asset Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Marquette Asset 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 Q2	$9.85K	Hold	25	–	–	﹤0.01%	311
2026 Q1	$7.85K	Buy	+25	New	+$8.32K	﹤0.01%	290
2019 Q4	–	Sell	-497	Closed	-$96K	–	252
2019 Q3	$96K	Hold	497	–	–	0.03%	106
2019 Q2	$100K	Hold	497	–	–	0.03%	98
2019 Q1	$98K	Buy	+497	New	+$94.6K	0.03%	102
2014 Q1	–	Sell	-2,674	Closed	-$362K	–	92
2013 Q4	$362K	Hold	2,674	–	–	0.15%	51
2013 Q3	$336K	Buy	2,674 +462	+21%	+$55.7K	0.15%	53
2013 Q2	$247K	Buy	+2,212	New	+$242K	0.12%	64

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

Marquette Asset Management's IWO Position: Q2 2026 in Review

Marquette Asset Management held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 25 shares worth $9.85K. The position accounts for ﹤0.01% of the portfolio, ranked #311.

Marquette Asset Management first reported a position in IWO in Q2 2013 and has held it in 8 quarters since. The position peaked at $362K in Q4 2013. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Marquette Asset Management held 25 shares of iShares Russell 2000 Growth ETF worth $9.85K as of Q2 2026.
Marquette Asset Management left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up ﹤0.01% of Marquette Asset Management's portfolio in Q2 2026, its #311 holding.
Marquette Asset Management first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and has held it in 8 quarters since.
Marquette Asset Management's iShares Russell 2000 Growth ETF position peaked at $362K in Q4 2013.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Marquette Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.