MAM
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MMA Asset Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

MMA Asset 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 		$1.24M Buy
3,955
+135
+4% +$44.9K 0.44% 50
2025
Q4 		$1.23M Sell
3,820
-144
-4% -$46.8K 0.44% 49
2025
Q3 		$1.27M Sell
3,964
-1,585
-29% -$478K 0.42% 52
2025
Q2 		$1.59M Sell
5,549
-15,116
-73% -$3.98M 0.61% 37
2025
Q1 		$5.28M Buy
20,665
+918
+5% +$259K 2.22% 11
2024
Q4 		$5.68M Sell
19,747
-36,644
-65% -$10.8M 2.48% 9
2024
Q3 		$13.5M Buy
56,391
+23,645
+72% +$6.48M 3.61% 6
2024
Q2 		$8.6M Buy
32,746
+404
+1% +$105K 4.03% 3
2024
Q1 		$8.41M Sell
32,342
-9,317
-22% -$2.38M 3.95% 4
2023
Q4 		$10.5M Buy
41,659
+22
+0.1% +$4.96K 5.56% 4
2023
Q3 		$9.33M Buy
41,637
+20,484
+97% +$4.9M 5.4% 4
2023
Q2 		$5.13M Buy
21,153
+4,751
+29% +$1.09M 3.01% 8
2023
Q1 		$3.72M Sell
16,402
-1,556
-9% -$356K 2.66% 9
2022
Q4 		$3.85M Buy
17,958
+181
+1% +$39.7K 3.14% 9
2022
Q3 		$3.67M Sell
17,777
-7,581
-30% -$1.71M 3.17% 8
2022
Q2 		$5.23M Sell
25,358
-1,194
-4% -$266K 4.5% 5
2022
Q1 		$5.54M Buy
26,552
+2,328
+10% +$596K 4.37% 5
2021
Q4 		$7.1M Buy
24,224
+1,139
+5% +$343K 5.02% 6
2021
Q3 		$6.78M Buy
23,085
+464
+2% +$139K 5.18% 5
2021
Q2 		$7.05M Buy
22,621
+2,190
+11% +$659K 5.35% 4
2021
Q1 		$6.14M Sell
20,431
-981
-5% -$304K 5.32% 4
2020
Q4 		$6.14M Buy
+21,412
New +$5.46M 5.97% 3

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

MMA Asset Management's IWO Position: Q1 2026 in Review

MMA Asset Management increased its iShares Russell 2000 Growth ETF (IWO) stake by 3.5% in Q1 2026, buying an estimated $44.9K and bringing the position to 3,955 shares worth $1.24M. The position accounts for 0.44% of the portfolio, ranked #50.

MMA Asset Management first reported a position in IWO in Q4 2020 and has held it in 22 quarters since. The position peaked at $13.5M in Q3 2024. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • MMA Asset Management held 3,955 shares of iShares Russell 2000 Growth ETF worth $1.24M as of Q1 2026.
  • MMA Asset Management bought 135 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $44.9K.
  • iShares Russell 2000 Growth ETF made up 0.44% of MMA Asset Management's portfolio in Q1 2026, its #50 holding.
  • MMA Asset Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2020 and has held it in 22 quarters since.
  • MMA Asset Management's iShares Russell 2000 Growth ETF position peaked at $13.5M in Q3 2024.
  • 1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on MMA Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.