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

Paladin 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
2023
Q1 		– Sell
-1,259
Closed -$270K – 379
2022
Q4 		$270K Sell
1,259
-66
-5% -$14.5K 0.23% 75
2022
Q3 		$273K Hold
1,325
– – 0.25% 67
2022
Q2 		$273K Buy
+1,325
New +$295K 0.23% 68
2022
Q1 		– Sell
-1,354
Closed -$396K – 393
2021
Q4 		$396K Buy
+1,354
New +$408K 0.32% 64

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

Paladin Advisory Group's IWO Position: Q1 2026 in Review

Paladin Advisory Group held its iShares Russell 2000 Growth ETF (IWO) position steady in Q1 2026 at 1,259 shares worth $395K. The position accounts for 0.3% of the portfolio, ranked #53.

Paladin Advisory Group first reported a position in IWO in Q1 2022 and has held it in 14 quarters since. The position peaked at $407K in Q4 2025. 1,021 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Paladin Advisory Group held 1,259 shares of iShares Russell 2000 Growth ETF worth $395K as of Q1 2026.
  • Paladin Advisory Group left its iShares Russell 2000 Growth ETF share count unchanged in Q1 2026.
  • iShares Russell 2000 Growth ETF made up 0.3% of Paladin Advisory Group's portfolio in Q1 2026, its #53 holding.
  • Paladin Advisory Group first reported a position in iShares Russell 2000 Growth ETF in Q1 2022 and has held it in 14 quarters since.
  • Paladin Advisory Group's iShares Russell 2000 Growth ETF position peaked at $407K in Q4 2025.
  • 1,021 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Paladin Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.