Mascagni Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Mascagni Wealth 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	$340K	Hold	1,085	–	–	0.24%	91
2025 Q4	$350K	Hold	1,085	–	–	0.26%	84
2025 Q3	$347K	Sell	1,085 -123	-10%	-$37.1K	0.27%	84
2025 Q2	$345K	Buy	1,208 +1	+0.1%	+$263	0.29%	81
2025 Q1	$309K	Hold	1,207	–	–	0.31%	83
2024 Q4	$309K	Buy	+1,207	New	+$357K	0.31%	83

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

Mascagni Wealth Management's IWO Position: Q1 2026 in Review

Mascagni Wealth Management held its iShares Russell 2000 Growth ETF (IWO) position steady in Q1 2026 at 1,085 shares worth $340K. The position accounts for 0.24% of the portfolio, ranked #91.

Mascagni Wealth Management first reported a position in IWO in Q4 2024 and has held it in 6 quarters since. The position peaked at $350K in Q4 2025. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

Mascagni Wealth Management held 1,085 shares of iShares Russell 2000 Growth ETF worth $340K as of Q1 2026.
Mascagni Wealth Management left its iShares Russell 2000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 2000 Growth ETF made up 0.24% of Mascagni Wealth Management's portfolio in Q1 2026, its #91 holding.
Mascagni Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2024 and has held it in 6 quarters since.
Mascagni Wealth Management's iShares Russell 2000 Growth ETF position peaked at $350K in Q4 2025.
1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Mascagni Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.