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McGuire Investment Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History

McGuire Investment Group’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 		$697K Buy
1,768
+38
+2% +$13.9K 0.06% 94
2026
Q1 		$543K Buy
1,730
+18
+1% +$5.99K 0.06% 92
2025
Q4 		$553K Sell
1,712
-19
-1% -$6.18K 0.06% 91
2025
Q3 		$554K Sell
1,731
-23
-1% -$6.94K 0.06% 88
2025
Q2 		$501K Buy
1,754
+96
+6% +$25.3K 0.06% 87
2025
Q1 		$424K Buy
1,658
+103
+7% +$29.1K 0.06% 86
2024
Q4 		$448K Buy
1,555
+84
+6% +$24.8K 0.06% 85
2024
Q3 		$418K Buy
1,471
+43
+3% +$11.8K 0.06% 90
2024
Q2 		$375K Buy
1,428
+10
+0.7% +$2.6K 0.05% 88
2024
Q1 		$384K Buy
1,418
+182
+15% +$46.5K 0.06% 94
2023
Q4 		$312K Buy
1,236
+332
+37% +$74.8K 0.05% 96
2023
Q3 		$203K Buy
904
+50
+6% +$12K 0.04% 112
2023
Q2 		$207K Buy
+854
New +$196K 0.04% 115

Other funds holding IWO

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
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
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return

McGuire Investment Group's IWO Position: Q2 2026 in Review

McGuire Investment Group increased its iShares Russell 2000 Growth ETF (IWO) stake by 2.2% in Q2 2026, buying an estimated $13.9K and bringing the position to 1,768 shares worth $697K. The position accounts for 0.06% of the portfolio, ranked #94.

McGuire Investment Group first reported a position in IWO in Q2 2023 and has held it in 13 quarters since. 726 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • McGuire Investment Group held 1,768 shares of iShares Russell 2000 Growth ETF worth $697K as of Q2 2026.
  • McGuire Investment Group bought 38 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $13.9K.
  • iShares Russell 2000 Growth ETF made up 0.06% of McGuire Investment Group's portfolio in Q2 2026, its #94 holding.
  • McGuire Investment Group first reported a position in iShares Russell 2000 Growth ETF in Q2 2023 and has held it in 13 quarters since.
  • 726 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on McGuire Investment Group's 13F filing for Q2 2026, filed 27 Jul 2026.