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 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

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

MB, Levis & Associates's IWO Position: Q2 2026 in Review

MB, Levis & Associates held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 326 shares worth $128K. The position accounts for 0.05% of the portfolio, ranked #77.

MB, Levis & Associates first reported a position in IWO in Q4 2022 and has held it in 15 quarters since. 1,105 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

MB, Levis & Associates held 326 shares of iShares Russell 2000 Growth ETF worth $128K as of Q2 2026.
MB, Levis & Associates left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.05% of MB, Levis & Associates's portfolio in Q2 2026, its #77 holding.
MB, Levis & Associates first reported a position in iShares Russell 2000 Growth ETF in Q4 2022 and has held it in 15 quarters since.
1,105 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on MB, Levis & Associates's 13F filing for Q2 2026, filed 22 Jul 2026.