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 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 $1.37T 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

MidAtlantic Capital Management's IWO Position: Q1 2026 in Review

MidAtlantic Capital Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2026, closing a stake of 519 shares — an estimated $168K sold.

MidAtlantic Capital Management first reported a position in IWO in Q4 2023 and held it in 6 quarters. The position peaked at $168K in Q4 2025. 1,021 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

MidAtlantic Capital Management reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2026 after selling out during the quarter.
MidAtlantic Capital Management sold 519 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $168K.
MidAtlantic Capital Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2023 and held it in 6 quarters.
MidAtlantic Capital Management's iShares Russell 2000 Growth ETF position peaked at $168K in Q4 2025.
1,021 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on MidAtlantic Capital Management's 13F filing for Q1 2026, filed 8 May 2026.