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 Q2	$375K	Buy	953 +9	+1%	+$3.28K	0.01%	1092
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Mutual Advisors's IWO Position: Q2 2026 in Review

Mutual Advisors increased its iShares Russell 2000 Growth ETF (IWO) stake by 0.95% in Q2 2026, buying an estimated $3.28K and bringing the position to 953 shares worth $375K. The position accounts for 0.01% of the portfolio, ranked #1092.

Mutual Advisors first reported a position in IWO in Q3 2018 and has held it in 26 quarters since. The position peaked at $723K in Q3 2018. 1,105 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Mutual Advisors held 953 shares of iShares Russell 2000 Growth ETF worth $375K as of Q2 2026.
Mutual Advisors bought 9 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $3.28K.
iShares Russell 2000 Growth ETF made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #1092 holding.
Mutual Advisors first reported a position in iShares Russell 2000 Growth ETF in Q3 2018 and has held it in 26 quarters since.
Mutual Advisors's iShares Russell 2000 Growth ETF position peaked at $723K in Q3 2018.
1,105 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.