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 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

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

FHC

First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $392M AUM

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

MRA Advisory Group's IWO Position: Q2 2026 in Review

MRA Advisory Group opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q2 2026: 508 shares worth $200K. The stake represents 0.07% of the portfolio and ranks #144 among its holdings. This is a return to the name: MRA Advisory Group previously reported a position in IWO as recently as Q1 2022.

MRA Advisory Group first reported a position in IWO in Q4 2020 and has held it in 7 quarters since. The position peaked at $266K in Q2 2021. 217 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

MRA Advisory Group held 508 shares of iShares Russell 2000 Growth ETF worth $200K as of Q2 2026.
iShares Russell 2000 Growth ETF was a new MRA Advisory Group position in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.07% of MRA Advisory Group's portfolio in Q2 2026, its #144 holding.
MRA Advisory Group first reported a position in iShares Russell 2000 Growth ETF in Q4 2020 and has held it in 7 quarters since.
MRA Advisory Group's iShares Russell 2000 Growth ETF position peaked at $266K in Q2 2021.
217 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on MRA Advisory Group's 13F filing for Q2 2026, filed 8 Jul 2026.