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

Monograph Wealth 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	$312K	Hold	993	–	–	0.03%	118
2025 Q4	$321K	Hold	993	–	–	0.03%	110
2025 Q3	$318K	Hold	993	–	–	0.03%	116
2025 Q2	$284K	Hold	993	–	–	0.04%	108
2025 Q1	$254K	Hold	993	–	–	0.03%	99
2024 Q4	$286K	Hold	993	–	–	0.04%	93
2024 Q3	$282K	Hold	993	–	–	0.04%	94
2024 Q2	$261K	Hold	993	–	–	0.04%	90
2024 Q1	$269K	Hold	993	–	–	0.04%	133
2023 Q4	$251K	Hold	993	–	–	0.05%	91
2023 Q3	$223K	Hold	993	–	–	0.04%	108
2023 Q2	$241K	Hold	993	–	–	0.05%	73
2023 Q1	$225K	Hold	993	–	–	0.05%	75
2022 Q4	$213K	Hold	993	–	–	0.06%	85
2022 Q3	$205K	Hold	993	–	–	0.07%	65
2022 Q2	$205K	Hold	993	–	–	0.06%	72
2022 Q1	$254K	Hold	993	–	–	0.06%	74
2021 Q4	$291K	Buy	+993	New	+$299K	0.07%	69

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Monograph Wealth Advisors's IWO Position: Q1 2026 in Review

Monograph Wealth Advisors held its iShares Russell 2000 Growth ETF (IWO) position steady in Q1 2026 at 993 shares worth $312K. The position accounts for 0.03% of the portfolio, ranked #118.

Monograph Wealth Advisors first reported a position in IWO in Q4 2021 and has held it in 18 quarters since. The position peaked at $321K in Q4 2025. 1,021 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

Monograph Wealth Advisors held 993 shares of iShares Russell 2000 Growth ETF worth $312K as of Q1 2026.
Monograph Wealth Advisors left its iShares Russell 2000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 2000 Growth ETF made up 0.03% of Monograph Wealth Advisors's portfolio in Q1 2026, its #118 holding.
Monograph Wealth Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2021 and has held it in 18 quarters since.
Monograph Wealth Advisors's iShares Russell 2000 Growth ETF position peaked at $321K in Q4 2025.
1,021 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Monograph Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.