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

One Wealth 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	–	Sell	-2,156	Closed	-$696K	–	317
2025 Q4	$696K	Buy	+2,156	New	+$701K	0.09%	127
2025 Q1	–	Sell	-821	Closed	-$236K	–	298
2024 Q4	$236K	Buy	+821	New	+$243K	0.04%	218
2024 Q1	–	Sell	-1,302	Closed	-$328K	–	254
2023 Q4	$328K	Buy	+1,302	New	+$293K	0.06%	149
2023 Q1	–	Sell	-1,932	Closed	-$414K	–	401
2022 Q4	$414K	Buy	+1,932	New	+$423K	0.09%	112
2020 Q1	–	Sell	-1,173	Closed	-$251K	–	118
2019 Q4	$251K	Buy	+1,173	New	+$238K	0.19%	83
2019 Q2	–	Sell	-351	Closed	-$69K	–	296
2019 Q1	$69K	Sell	351 -2,379	-87%	-$453K	0.06%	211
2018 Q4	$459K	Buy	2,730 +2,379	+678%	+$444K	0.46%	29
2018 Q3	$76K	Hold	351	–	–	0.06%	220
2018 Q2	$72K	Hold	351	–	–	0.06%	226
2018 Q1	$67K	Buy	351 +111	+46%	+$21.3K	0.06%	227
2017 Q4	$45K	Buy	+240	New	+$43.8K	0.04%	281

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

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

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

One Wealth Advisors's IWO Position: Q1 2026 in Review

One Wealth Advisors sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2026, closing a stake of 2,156 shares — an estimated $696K sold.

One Wealth Advisors first reported a position in IWO in Q4 2017 and held it in 11 quarters. The position peaked at $696K in Q4 2025. 1,025 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

One Wealth Advisors reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2026 after selling out during the quarter.
One Wealth Advisors sold 2,156 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $696K.
One Wealth Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2017 and held it in 11 quarters.
One Wealth Advisors's iShares Russell 2000 Growth ETF position peaked at $696K in Q4 2025.
1,025 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on One Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.