MB, Levis & Associates’s iShares Russell 2000 Growth ETF IWO Stock Holding History

MB, Levis & Associates’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	$102K	Hold	326	–	–	0.04%	78
2025 Q4	$105K	Buy	326 +1	+0.3%	+$325	0.04%	77
2025 Q3	$104K	Hold	325	–	–	0.05%	77
2025 Q2	$92.8K	Buy	325 +1	+0.3%	+$263	0.04%	93
2025 Q1	$82.8K	Hold	324	–	–	0.04%	99
2024 Q4	$93.2K	Buy	324 +1	+0.3%	+$296	0.05%	91
2024 Q3	$91.6K	Buy	323 +1	+0.3%	+$274	0.05%	89
2024 Q2	$84.6K	Hold	322	–	–	0.04%	89
2024 Q1	$87.1K	Buy	322 +1	+0.3%	+$256	0.05%	91
2023 Q4	$81K	Buy	321 +1	+0.3%	+$225	0.05%	91
2023 Q3	$71.7K	Hold	320	–	–	0.05%	93
2023 Q2	$77.6K	Hold	320	–	–	0.05%	91
2023 Q1	$72.5K	Hold	320	–	–	0.05%	92
2022 Q4	$68.5K	Buy	+320	New	+$70.1K	0.05%	88

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

MB, Levis & Associates's IWO Position: Q1 2026 in Review

MB, Levis & Associates held its iShares Russell 2000 Growth ETF (IWO) position steady in Q1 2026 at 326 shares worth $102K. The position accounts for 0.04% of the portfolio, ranked #78.

MB, Levis & Associates first reported a position in IWO in Q4 2022 and has held it in 14 quarters since. The position peaked at $105K in Q4 2025. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

MB, Levis & Associates held 326 shares of iShares Russell 2000 Growth ETF worth $102K as of Q1 2026.
MB, Levis & Associates left its iShares Russell 2000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 2000 Growth ETF made up 0.04% of MB, Levis & Associates's portfolio in Q1 2026, its #78 holding.
MB, Levis & Associates first reported a position in iShares Russell 2000 Growth ETF in Q4 2022 and has held it in 14 quarters since.
MB, Levis & Associates's iShares Russell 2000 Growth ETF position peaked at $105K in Q4 2025.
1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on MB, Levis & Associates's 13F filing for Q1 2026, filed 8 Apr 2026.