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

Mascoma 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
Q2 		$6.3K Hold
16
– – ﹤0.01% 358
2026
Q1 		$5.02K Hold
16
– – ﹤0.01% 369
2025
Q4 		$5.17K Hold
16
– – ﹤0.01% 367
2025
Q3 		$5.12K Hold
16
– – ﹤0.01% 374
2025
Q2 		$4.57K Hold
16
– – ﹤0.01% 388
2025
Q1 		$4.09K Sell
16
-20
-56% -$5.64K ﹤0.01% 413
2024
Q4 		$10.4K Buy
36
+20
+125% +$5.92K ﹤0.01% 342
2024
Q3 		$4.54K Hold
16
– – ﹤0.01% 392
2024
Q2 		$4.2K Hold
16
– – ﹤0.01% 421
2024
Q1 		$4.33K Hold
16
– – ﹤0.01% 393
2023
Q4 		$4.04K Hold
16
– – ﹤0.01% 408
2023
Q3 		$3.59K Hold
16
– – ﹤0.01% 426
2023
Q2 		$3.9K Hold
16
– – ﹤0.01% 411
2023
Q1 		$3.59K Hold
16
– – ﹤0.01% 512
2022
Q4 		$3.43K Buy
+16
New +$3.51K ﹤0.01% 530
2022
Q1 		– Sell
-15
Closed -$4K – 595
2021
Q4 		$4K Hold
15
– – ﹤0.01% 470
2021
Q3 		$4K Buy
+15
New +$4.51K ﹤0.01% 394
2021
Q2 		– Sell
-15
Closed -$5K – 281
2021
Q1 		$5K Buy
+15
New +$4.66K ﹤0.01% 385
2019
Q3 		– Sell
-15
Closed -$3K – 217
2019
Q2 		$3K Hold
15
– – ﹤0.01% 324
2019
Q1 		$3K Hold
15
– – ﹤0.01% 330
2018
Q4 		$3K Hold
15
– – ﹤0.01% 322
2018
Q3 		$3K Hold
15
– – ﹤0.01% 346
2018
Q2 		$3K Hold
15
– – ﹤0.01% 341
2018
Q1 		$3K Hold
15
– – ﹤0.01% 331
2017
Q4 		$3K Hold
15
– – ﹤0.01% 326
2017
Q3 		$3K Hold
15
– – ﹤0.01% 348
2017
Q2 		$3K Hold
15
– – ﹤0.01% 353
2017
Q1 		$2K Hold
15
– – ﹤0.01% 341
2016
Q4 		$2K Buy
+15
New +$2.24K ﹤0.01% 343

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
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

Mascoma Wealth Management's IWO Position: Q2 2026 in Review

Mascoma Wealth Management held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 16 shares worth $6.3K. The position accounts for ﹤0.01% of the portfolio, ranked #358.

Mascoma Wealth Management first reported a position in IWO in Q4 2016 and has held it in 29 quarters since. The position peaked at $10.4K in Q4 2024. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Mascoma Wealth Management held 16 shares of iShares Russell 2000 Growth ETF worth $6.3K as of Q2 2026.
  • Mascoma Wealth Management left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Growth ETF made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #358 holding.
  • Mascoma Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2016 and has held it in 29 quarters since.
  • Mascoma Wealth Management's iShares Russell 2000 Growth ETF position peaked at $10.4K in Q4 2024.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.