MYIA
IWO icon

Mount Yale Investment Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Mount Yale Investment 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 		$278K Buy
+886
New +$295K 0.01% 924
2025
Q3 		– Sell
-524
Closed -$150K – 1140
2025
Q2 		$150K Buy
+524
New +$138K 0.01% 592
2025
Q1 		– Sell
-720
Closed -$207K – 562
2024
Q4 		$207K Buy
+720
New +$213K 0.02% 520

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 $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $202B AUM 37.79% 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

Mount Yale Investment Advisors's IWO Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q1 2026: 886 shares worth $278K. The stake represents 0.01% of the portfolio and ranks #924 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in IWO as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in IWO in Q4 2024 and has held it in 3 quarters since. 1,024 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Mount Yale Investment Advisors held 886 shares of iShares Russell 2000 Growth ETF worth $278K as of Q1 2026.
  • iShares Russell 2000 Growth ETF was a new Mount Yale Investment Advisors position in Q1 2026.
  • iShares Russell 2000 Growth ETF made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #924 holding.
  • Mount Yale Investment Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2024 and has held it in 3 quarters since.
  • 1,024 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.