MidAtlantic Capital Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

MidAtlantic Capital Management’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	$219K	Buy	+557	New	+$203K	0.14%	82
2026 Q1	–	Sell	-519	Closed	-$168K	–	144
2025 Q4	$168K	Buy	+519	New	+$169K	0.11%	94
2025 Q1	–	Sell	-519	Closed	-$149K	–	145
2024 Q4	$149K	Hold	519	–	–	0.11%	92
2024 Q3	$147K	Hold	519	–	–	0.11%	94
2024 Q2	$136K	Hold	519	–	–	0.11%	91
2024 Q1	$141K	Hold	519	–	–	0.12%	93
2023 Q4	$131K	Buy	+519	New	+$117K	0.13%	90

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

MidAtlantic Capital Management's IWO Position: Q2 2026 in Review

MidAtlantic Capital Management opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q2 2026: 557 shares worth $219K. The stake represents 0.14% of the portfolio and ranks #82 among its holdings. This is a return to the name: MidAtlantic Capital Management previously reported a position in IWO as recently as Q4 2025.

MidAtlantic Capital Management first reported a position in IWO in Q4 2023 and has held it in 7 quarters since. 1,105 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

MidAtlantic Capital Management held 557 shares of iShares Russell 2000 Growth ETF worth $219K as of Q2 2026.
iShares Russell 2000 Growth ETF was a new MidAtlantic Capital Management position in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.14% of MidAtlantic Capital Management's portfolio in Q2 2026, its #82 holding.
MidAtlantic Capital Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2023 and has held it in 7 quarters since.
1,105 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on MidAtlantic Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.