MA
IWO icon

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

Mutual 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 		$296K Sell
944
-22
-2% -$7.32K 0.01% 1131
2025
Q4 		$312K Sell
966
-307
-24% -$99.9K 0.01% 1064
2025
Q3 		$416K Buy
1,273
+29
+2% +$8.75K 0.01% 936
2025
Q2 		$366K Buy
1,244
+110
+10% +$29K 0.01% 918
2025
Q1 		$286K Sell
1,134
-83
-7% -$23.4K 0.01% 913
2024
Q4 		$357K Sell
1,217
-50
-4% -$14.8K 0.01% 834
2024
Q3 		$359K Buy
1,267
+50
+4% +$13.7K 0.01% 821
2024
Q2 		$343K Sell
1,217
-420
-26% -$109K 0.01% 836
2024
Q1 		$443K Buy
1,637
+349
+27% +$89.2K 0.01% 732
2023
Q4 		$325K Buy
1,288
+19
+1% +$4.28K 0.01% 796
2023
Q3 		$285K Sell
1,269
-40
-3% -$9.57K 0.01% 793
2023
Q2 		$318K Buy
1,309
+98
+8% +$22.5K 0.01% 791
2023
Q1 		$275K Buy
1,211
+6
+0.5% +$1.37K 0.01% 806
2022
Q4 		$259K Buy
1,205
+116
+11% +$25.4K 0.01% 785
2022
Q3 		$225K Buy
1,089
+49
+5% +$11K 0.01% 797
2022
Q2 		$215K Buy
1,040
+199
+24% +$44.4K 0.01% 775
2022
Q1 		$215K Buy
841
+31
+4% +$7.93K 0.01% 809
2021
Q4 		$237K Buy
810
+39
+5% +$11.8K 0.01% 799
2021
Q3 		$226K Sell
771
-13
-2% -$3.9K 0.01% 786
2021
Q2 		$244K Sell
784
-57
-7% -$17.1K 0.01% 738
2021
Q1 		$253K Sell
841
-552
-40% -$171K 0.02% 669
2020
Q4 		$399K Buy
1,393
+46
+3% +$11.7K 0.03% 525
2020
Q3 		$298K Buy
+1,347
New +$295K 0.03% 544
2020
Q1 		– Sell
-1,176
Closed -$252K – 610
2019
Q4 		$252K Buy
+1,176
New +$239K 0.03% 507
2018
Q4 		– Sell
-3,363
Closed -$723K – 462
2018
Q3 		$723K Buy
+3,363
New +$717K 0.11% 227

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 $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $173B AUM 20.72% 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

Mutual Advisors's IWO Position: Q1 2026 in Review

Mutual Advisors reduced its iShares Russell 2000 Growth ETF (IWO) stake by 2.3% in Q1 2026, selling an estimated $7.32K and leaving 944 shares worth $296K. The position accounts for 0.01% of the portfolio, ranked #1131.

Mutual Advisors first reported a position in IWO in Q3 2018 and has held it in 25 quarters since. The position peaked at $723K in Q3 2018. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Mutual Advisors held 944 shares of iShares Russell 2000 Growth ETF worth $296K as of Q1 2026.
  • Mutual Advisors sold 22 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $7.32K.
  • iShares Russell 2000 Growth ETF made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #1131 holding.
  • Mutual Advisors first reported a position in iShares Russell 2000 Growth ETF in Q3 2018 and has held it in 25 quarters since.
  • Mutual Advisors's iShares Russell 2000 Growth ETF position peaked at $723K in Q3 2018.
  • 1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.