MRA Advisory Group
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MRA Advisory Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History

MRA Advisory Group’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 		– Sell
-508
Closed -$200K – 167
2026
Q2 		$200K Buy
+508
New +$185K 0.07% 144
2022
Q2 		– Sell
-855
Closed -$219K – 117
2022
Q1 		$219K Hold
855
– – 0.17% 93
2021
Q4 		$250K Buy
855
+1
+0.1% +$301 0.19% 96
2021
Q3 		$251K Hold
854
– – 0.21% 96
2021
Q2 		$266K Buy
854
+1
+0.1% +$301 0.23% 93
2021
Q1 		$257K Hold
853
– – 0.24% 83
2020
Q4 		$245K Buy
+853
New +$217K 0.24% 89

Other funds holding IWO

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
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

MRA Advisory Group's IWO Position: Q3 2026 in Review

MRA Advisory Group sold out of iShares Russell 2000 Growth ETF (IWO) in Q3 2026, closing a stake of 508 shares — an estimated $200K sold.

MRA Advisory Group first reported a position in IWO in Q4 2020 and held it in 7 quarters. The position peaked at $266K in Q2 2021. 851 funds tracked by Wall St. Rank hold IWO as of Q3 2026.

  • MRA Advisory Group reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2026 after selling out during the quarter.
  • MRA Advisory Group sold 508 iShares Russell 2000 Growth ETF shares in Q3 2026, an estimated $200K.
  • MRA Advisory Group first reported a position in iShares Russell 2000 Growth ETF in Q4 2020 and held it in 7 quarters.
  • MRA Advisory Group's iShares Russell 2000 Growth ETF position peaked at $266K in Q2 2021.
  • 851 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2026.

Based on MRA Advisory Group's 13F filing for Q3 2026, filed 7 Oct 2026.