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MONECO Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

MONECO 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 		$275K Sell
876
-9
-1% -$2.99K 0.02% 427
2025
Q4 		$286K Buy
885
+1
+0.1% +$325 0.02% 411
2025
Q3 		$283K Sell
884
-6
-0.7% -$1.81K 0.02% 408
2025
Q2 		$255K Hold
890
– – 0.02% 413
2025
Q1 		$227K Sell
890
-269
-23% -$75.9K 0.02% 420
2024
Q4 		$333K Buy
1,159
+233
+25% +$68.9K 0.04% 350
2024
Q3 		$263K Hold
926
– – 0.03% 372
2024
Q2 		$243K Buy
926
+1
+0.1% +$260 0.04% 366
2024
Q1 		$251K Hold
925
– – 0.04% 350
2023
Q4 		$233K Sell
925
-301
-25% -$67.8K 0.04% 334
2023
Q3 		$275K Buy
1,226
+131
+12% +$31.4K 0.07% 265
2023
Q2 		$266K Hold
1,095
– – 0.07% 271
2023
Q1 		$248K Sell
1,095
-33
-3% -$7.55K 0.07% 278
2022
Q4 		$242K Buy
1,128
+22
+2% +$4.82K 0.09% 222
2022
Q3 		$229K Sell
1,106
-3
-0.3% -$675 0.09% 213
2022
Q2 		$229K Buy
1,109
+6
+0.5% +$1.34K 0.09% 220
2022
Q1 		$282K Sell
1,103
-29
-3% -$7.42K 0.1% 188
2021
Q4 		$280K Buy
1,132
+375
+50% +$113K 0.11% 192
2021
Q3 		$222K Buy
757
+20
+3% +$6.01K 0.09% 227
2021
Q2 		$230K Hold
737
– – 0.11% 196
2021
Q1 		$222K Hold
737
– – 0.11% 194
2020
Q4 		$225K Buy
+737
New +$188K 0.12% 158
2020
Q1 		– Sell
-1,464
Closed -$325K – 135
2019
Q4 		$325K Buy
1,464
+1
+0.1% +$203 0.23% 96
2019
Q3 		$282K Sell
1,463
-140
-9% -$27.8K 0.22% 97
2019
Q2 		$322K Buy
1,603
+1
+0.1% +$198 0.26% 90
2019
Q1 		$315K Buy
1,602
+255
+19% +$48.5K 0.26% 91
2018
Q4 		$226K Buy
+1,347
New +$251K 0.26% 86

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

MONECO Advisors's IWO Position: Q1 2026 in Review

MONECO Advisors reduced its iShares Russell 2000 Growth ETF (IWO) stake by 1% in Q1 2026, selling an estimated $2.99K and leaving 876 shares worth $275K. The position accounts for 0.02% of the portfolio, ranked #427.

MONECO Advisors first reported a position in IWO in Q4 2018 and has held it in 27 quarters since. The position peaked at $333K in Q4 2024. 1,021 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • MONECO Advisors held 876 shares of iShares Russell 2000 Growth ETF worth $275K as of Q1 2026.
  • MONECO Advisors sold 9 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $2.99K.
  • iShares Russell 2000 Growth ETF made up 0.02% of MONECO Advisors's portfolio in Q1 2026, its #427 holding.
  • MONECO Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2018 and has held it in 27 quarters since.
  • MONECO Advisors's iShares Russell 2000 Growth ETF position peaked at $333K in Q4 2024.
  • 1,021 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.