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 Q3	$110K	Sell	307 -19	-6%	-$7.17K	0.04%	78
2026 Q2	$128K	Hold	326	–	–	0.05%	77
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

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

MB, Levis & Associates's IWO Position: Q3 2026 in Review

MB, Levis & Associates reduced its iShares Russell 2000 Growth ETF (IWO) stake by 5.8% in Q3 2026, selling an estimated $7.17K and leaving 307 shares worth $110K. 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 16 quarters since. The position peaked at $128K in Q2 2026. 644 funds tracked by Wall St. Rank hold IWO as of Q3 2026.

MB, Levis & Associates held 307 shares of iShares Russell 2000 Growth ETF worth $110K as of Q3 2026.
MB, Levis & Associates sold 19 iShares Russell 2000 Growth ETF shares in Q3 2026, an estimated $7.17K.
iShares Russell 2000 Growth ETF made up 0.04% of MB, Levis & Associates's portfolio in Q3 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 16 quarters since.
MB, Levis & Associates's iShares Russell 2000 Growth ETF position peaked at $128K in Q2 2026.
644 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2026.

Based on MB, Levis & Associates's 13F filing for Q3 2026, filed 16 Oct 2026.