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Moneywise Inc’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Moneywise Inc’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
Q3 		$471K Buy
+1,319
New +$498K 0.45% 48
2026
Q2 		– Sell
-16,363
Closed -$5.13M – 89
2026
Q1 		$5.13M Sell
16,363
-5,182
-24% -$1.72M 2.24% 16
2025
Q4 		$6.96M Buy
+21,545
New +$7.01M 2.89% 10

Other funds holding IWO

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM

Moneywise Inc's IWO Position: Q3 2026 in Review

Moneywise Inc opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q3 2026: 1,319 shares worth $471K. The stake represents 0.45% of the portfolio and ranks #48 among its holdings. This is a return to the name: Moneywise Inc previously reported a position in IWO as recently as Q1 2026.

Moneywise Inc first reported a position in IWO in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.96M in Q4 2025. 955 funds tracked by Wall St. Rank hold IWO as of Q3 2026.

  • Moneywise Inc held 1,319 shares of iShares Russell 2000 Growth ETF worth $471K as of Q3 2026.
  • iShares Russell 2000 Growth ETF was a new Moneywise Inc position in Q3 2026.
  • iShares Russell 2000 Growth ETF made up 0.45% of Moneywise Inc's portfolio in Q3 2026, its #48 holding.
  • Moneywise Inc first reported a position in iShares Russell 2000 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • Moneywise Inc's iShares Russell 2000 Growth ETF position peaked at $6.96M in Q4 2025.
  • 955 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2026.

Based on Moneywise Inc's 13F filing for Q3 2026, filed 30 Oct 2026.