Mill Creek Capital Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Mill Creek Capital Advisors’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	$2.81M	Hold	8,964	–	–	0.06%	81
2025 Q4	$2.9M	Sell	8,964 -2,655	-23%	-$864K	0.06%	83
2025 Q3	$3.72M	Buy	11,619 +901	+8%	+$272K	0.08%	75
2025 Q2	$3.06M	Hold	10,718	–	–	0.07%	77
2025 Q1	$2.74M	Sell	10,718 -3,001	-22%	-$847K	0.07%	77
2024 Q4	$3.95M	Hold	13,719	–	–	0.09%	62
2024 Q3	$3.9M	Hold	13,719	–	–	0.09%	61
2024 Q2	$3.6M	Buy	+13,719	New	+$3.56M	0.09%	64

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

Mill Creek Capital Advisors's IWO Position: Q1 2026 in Review

Mill Creek Capital Advisors held its iShares Russell 2000 Growth ETF (IWO) position steady in Q1 2026 at 8,964 shares worth $2.81M. The position accounts for 0.06% of the portfolio, ranked #81.

Mill Creek Capital Advisors first reported a position in IWO in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.95M in Q4 2024. 1,025 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

Mill Creek Capital Advisors held 8,964 shares of iShares Russell 2000 Growth ETF worth $2.81M as of Q1 2026.
Mill Creek Capital Advisors left its iShares Russell 2000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 2000 Growth ETF made up 0.06% of Mill Creek Capital Advisors's portfolio in Q1 2026, its #81 holding.
Mill Creek Capital Advisors first reported a position in iShares Russell 2000 Growth ETF in Q2 2024 and has held it in 8 quarters since.
Mill Creek Capital Advisors's iShares Russell 2000 Growth ETF position peaked at $3.95M in Q4 2024.
1,025 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Mill Creek Capital Advisors's 13F filing for Q1 2026, filed 14 May 2026.