McIlrath & Eck’s iShares Russell 2000 Growth ETF IWO Stock Holding History

McIlrath & Eck’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	$29.8K	Hold	95	–	–	﹤0.01%	699
2025 Q4	$30.7K	Hold	95	–	–	﹤0.01%	434
2025 Q3	$30.4K	Hold	95	–	–	﹤0.01%	419
2025 Q2	$27.2K	Hold	95	–	–	﹤0.01%	427
2025 Q1	$24.3K	Hold	95	–	–	﹤0.01%	443
2024 Q4	$27.3K	Hold	95	–	–	﹤0.01%	425
2024 Q3	$27K	Hold	95	–	–	﹤0.01%	425
2024 Q2	$24.9K	Hold	95	–	–	﹤0.01%	413
2024 Q1	$25.7K	Hold	95	–	–	﹤0.01%	400
2023 Q4	$24K	Hold	95	–	–	﹤0.01%	382
2023 Q3	$21.3K	Hold	95	–	–	﹤0.01%	393
2023 Q2	$23.1K	Hold	95	–	–	﹤0.01%	396
2023 Q1	$21.5K	Hold	95	–	–	0.01%	400
2022 Q4	$20.4K	Hold	95	–	–	0.01%	408
2022 Q3	$20K	Hold	95	–	–	0.01%	400
2022 Q2	$20K	Hold	95	–	–	0.01%	387
2022 Q1	$24K	Hold	95	–	–	0.01%	364
2021 Q4	$28K	Hold	95	–	–	0.01%	336
2021 Q3	$28K	Hold	95	–	–	0.01%	326
2021 Q2	$30K	Hold	95	–	–	0.01%	314
2021 Q1	$29K	Hold	95	–	–	0.01%	279
2020 Q4	$27K	Hold	95	–	–	0.01%	256
2020 Q3	$21K	Hold	95	–	–	0.01%	255
2020 Q2	$20K	Hold	95	–	–	0.01%	241
2020 Q1	$15K	Hold	95	–	–	0.01%	243
2019 Q4	$20K	Hold	95	–	–	0.01%	237
2019 Q3	$18K	Hold	95	–	–	0.01%	234
2019 Q2	$19K	Hold	95	–	–	0.01%	200
2019 Q1	$19K	Hold	95	–	–	0.01%	200
2018 Q4	$16K	Hold	95	–	–	0.01%	217
2018 Q3	$20K	Hold	95	–	–	0.01%	208
2018 Q2	$19K	Hold	95	–	–	0.01%	209
2018 Q1	$18K	Hold	95	–	–	0.01%	195
2017 Q4	$18K	Buy	+95	New	+$17.3K	0.01%	203

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

McIlrath & Eck's IWO Position: Q1 2026 in Review

McIlrath & Eck held its iShares Russell 2000 Growth ETF (IWO) position steady in Q1 2026 at 95 shares worth $29.8K. The position accounts for ﹤0.01% of the portfolio, ranked #699.

McIlrath & Eck first reported a position in IWO in Q4 2017 and has held it in 34 quarters since. The position peaked at $30.7K in Q4 2025. 1,025 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

McIlrath & Eck held 95 shares of iShares Russell 2000 Growth ETF worth $29.8K as of Q1 2026.
McIlrath & Eck left its iShares Russell 2000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 2000 Growth ETF made up ﹤0.01% of McIlrath & Eck's portfolio in Q1 2026, its #699 holding.
McIlrath & Eck first reported a position in iShares Russell 2000 Growth ETF in Q4 2017 and has held it in 34 quarters since.
McIlrath & Eck's iShares Russell 2000 Growth ETF position peaked at $30.7K in Q4 2025.
1,025 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.