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Mission Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Mission Wealth 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 		$845K Buy
2,693
+68
+3% +$22.6K 0.02% 356
2025
Q4 		$848K Hold
2,625
– – 0.02% 370
2025
Q3 		$840K Buy
2,625
+5
+0.2% +$1.51K 0.02% 371
2025
Q2 		$749K Buy
2,620
+199
+8% +$52.4K 0.02% 383
2025
Q1 		$619K Buy
2,421
+202
+9% +$57K 0.02% 405
2024
Q4 		$639K Buy
2,219
+144
+7% +$42.6K 0.01% 376
2024
Q3 		$589K Buy
2,075
+23
+1% +$6.3K 0.01% 399
2024
Q2 		$539K Hold
2,052
– – 0.01% 391
2024
Q1 		$556K Buy
2,052
+576
+39% +$147K 0.01% 410
2023
Q4 		$372K Sell
1,476
-153
-9% -$34.5K 0.01% 431
2023
Q3 		$365K Buy
1,629
+120
+8% +$28.7K 0.01% 408
2023
Q2 		$366K Hold
1,509
– – 0.01% 412
2023
Q1 		$342K Hold
1,509
– – 0.01% 417
2022
Q4 		$324K Buy
1,509
+33
+2% +$7.23K 0.02% 408
2022
Q3 		$305K Hold
1,476
– – 0.02% 392
2022
Q2 		$304K Hold
1,476
– – 0.02% 389
2022
Q1 		$377K Hold
1,476
– – 0.02% 369
2021
Q4 		$432K Hold
1,476
– – 0.02% 348
2021
Q3 		$433K Hold
1,476
– – 0.02% 317
2021
Q2 		$460K Buy
1,476
+2
+0.1% +$602 0.02% 300
2021
Q1 		$443K Sell
1,474
-96
-6% -$29.8K 0.03% 281
2020
Q4 		$450K Buy
1,570
+40
+3% +$10.2K 0.03% 260
2020
Q3 		$339K Hold
1,530
– – 0.03% 257
2020
Q2 		$316K Sell
1,530
-15
-1% -$2.81K 0.03% 243
2020
Q1 		$244K Sell
1,545
-410
-21% -$81.4K 0.03% 251
2019
Q4 		$419K Buy
1,955
+290
+17% +$58.9K 0.04% 199
2019
Q3 		$321K Buy
1,665
+21
+1% +$4.16K 0.03% 218
2019
Q2 		$330K Buy
1,644
+187
+13% +$37K 0.04% 228
2019
Q1 		$287K Buy
1,457
+32
+2% +$6.09K 0.03% 232
2018
Q4 		$239K Buy
1,425
+18
+1% +$3.36K 0.03% 229
2018
Q3 		$303K Sell
1,407
-100
-7% -$21.3K 0.04% 209
2018
Q2 		$308K Buy
+1,507
New +$301K 0.05% 190

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

Mission Wealth Management's IWO Position: Q1 2026 in Review

Mission Wealth Management increased its iShares Russell 2000 Growth ETF (IWO) stake by 2.6% in Q1 2026, buying an estimated $22.6K and bringing the position to 2,693 shares worth $845K. The position accounts for 0.02% of the portfolio, ranked #356.

Mission Wealth Management first reported a position in IWO in Q2 2018 and has held it in 32 quarters since. The position peaked at $848K in Q4 2025. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Mission Wealth Management held 2,693 shares of iShares Russell 2000 Growth ETF worth $845K as of Q1 2026.
  • Mission Wealth Management bought 68 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $22.6K.
  • iShares Russell 2000 Growth ETF made up 0.02% of Mission Wealth Management's portfolio in Q1 2026, its #356 holding.
  • Mission Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q2 2018 and has held it in 32 quarters since.
  • Mission Wealth Management's iShares Russell 2000 Growth ETF position peaked at $848K in Q4 2025.
  • 1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.