Mendota Financial Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Mendota Financial 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 Q1	–	Sell	-170	Closed	-$54.9K	–	66
2025 Q4	$54.9K	Hold	170	–	–	0.04%	64
2025 Q3	$54.4K	Hold	170	–	–	0.04%	69
2025 Q2	$48.6K	Hold	170	–	–	0.05%	53
2025 Q1	$43.4K	Hold	170	–	–	0.05%	52
2024 Q4	$48.9K	Hold	170	–	–	0.03%	165
2024 Q3	$48.3K	Hold	170	–	–	0.02%	177
2024 Q2	$44.6K	Hold	170	–	–	0.02%	180
2024 Q1	$46K	Hold	170	–	–	0.03%	187
2023 Q4	$42.9K	Hold	170	–	–	0.03%	208
2023 Q3	$38.1K	Hold	170	–	–	0.04%	152
2023 Q2	$41.3K	Hold	170	–	–	0.05%	143
2023 Q1	$43.5K	Hold	170	–	–	0.04%	151
2022 Q4	$36.5K	Buy	+170	New	+$37.2K	0.05%	146

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

Mendota Financial Group's IWO Position: Q1 2026 in Review

Mendota Financial Group sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2026, closing a stake of 170 shares — an estimated $54.9K sold.

Mendota Financial Group first reported a position in IWO in Q4 2022 and held it in 13 quarters. The position peaked at $54.9K in Q4 2025. 1,020 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

Mendota Financial Group reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2026 after selling out during the quarter.
Mendota Financial Group sold 170 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $54.9K.
Mendota Financial Group first reported a position in iShares Russell 2000 Growth ETF in Q4 2022 and held it in 13 quarters.
Mendota Financial Group's iShares Russell 2000 Growth ETF position peaked at $54.9K in Q4 2025.
1,020 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Mendota Financial Group's 13F filing for Q1 2026, filed 16 Apr 2026.