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Millstone Evans Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Millstone Evans 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 		$1.25K Hold
4
– – ﹤0.01% 788
2025
Q4 		$1.29K Hold
4
– – ﹤0.01% 790
2025
Q3 		$1.28K Hold
4
– – ﹤0.01% 780
2025
Q2 		$1.14K Hold
4
– – ﹤0.01% 709
2025
Q1 		$1.02K Hold
4
– – ﹤0.01% 740
2024
Q4 		$1.15K Buy
+4
New +$1.18K ﹤0.01% 679

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

Millstone Evans Group's IWO Position: Q1 2026 in Review

Millstone Evans Group held its iShares Russell 2000 Growth ETF (IWO) position steady in Q1 2026 at 4 shares worth $1.25K. The position accounts for ﹤0.01% of the portfolio, ranked #788.

Millstone Evans Group first reported a position in IWO in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.29K in Q4 2025. 1,020 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Millstone Evans Group held 4 shares of iShares Russell 2000 Growth ETF worth $1.25K as of Q1 2026.
  • Millstone Evans Group left its iShares Russell 2000 Growth ETF share count unchanged in Q1 2026.
  • iShares Russell 2000 Growth ETF made up ﹤0.01% of Millstone Evans Group's portfolio in Q1 2026, its #788 holding.
  • Millstone Evans Group first reported a position in iShares Russell 2000 Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • Millstone Evans Group's iShares Russell 2000 Growth ETF position peaked at $1.29K in Q4 2025.
  • 1,020 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Millstone Evans Group's 13F filing for Q1 2026, filed 30 Apr 2026.