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

Powell Investment 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 		$19.2M Buy
61,157
+823
+1% +$274K 6.62% 4
2025
Q4 		$19.5M Sell
60,334
-293
-0.5% -$95.3K 6.71% 4
2025
Q3 		$19.4M Sell
60,627
-1,233
-2% -$372K 6.78% 4
2025
Q2 		$17.7M Buy
61,860
+11,310
+22% +$2.98M 6.63% 4
2025
Q1 		$12.9M Buy
50,550
+3,587
+8% +$1.01M 6.34% 4
2024
Q4 		$13.5M Buy
46,963
+954
+2% +$282K 6.26% 4
2024
Q3 		$13.1M Buy
46,009
+7,177
+18% +$1.97M 6.1% 4
2024
Q2 		$10.2M Buy
38,832
+1,383
+4% +$359K 5.28% 5
2024
Q1 		$10.1M Sell
37,449
-543
-1% -$139K 5.36% 5
2023
Q4 		$9.58M Sell
37,992
-4,881
-11% -$1.1M 5.3% 5
2023
Q3 		$9.63M Buy
42,873
+229
+0.5% +$54.8K 5.79% 5
2023
Q2 		$10.3M Sell
42,644
-2,481
-5% -$569K 6.05% 4
2023
Q1 		$10.2M Buy
45,125
+101
+0.2% +$23.1K 5.7% 5
2022
Q4 		$9.66M Sell
45,024
-863
-2% -$189K 5.61% 5
2022
Q3 		$9.48M Sell
45,887
-6,170
-12% -$1.39M 6.22% 4
2022
Q2 		$10.7M Buy
52,057
+5,272
+11% +$1.18M 6.51% 4
2022
Q1 		$12M Buy
46,785
+5,778
+14% +$1.48M 6.96% 4
2021
Q4 		$12M Buy
41,007
+1,109
+3% +$334K 6.83% 4
2021
Q3 		$11.7M Sell
39,898
-1,522
-4% -$457K 7.23% 4
2021
Q2 		$12.9M Buy
41,420
+1,144
+3% +$344K 7.93% 4
2021
Q1 		$12.1M Buy
40,276
+1,350
+3% +$419K 7.92% 4
2020
Q4 		$11.2M Buy
38,926
+257
+0.7% +$65.5K 8.49% 3
2020
Q3 		$8.57M Buy
38,669
+5,580
+17% +$1.22M 7.35% 3
2020
Q2 		$6.84M Buy
33,089
+8,165
+33% +$1.53M 6.62% 3
2020
Q1 		$3.94M Buy
24,924
+2,568
+11% +$510K 4.77% 6
2019
Q4 		$4.79M Buy
+22,356
New +$4.54M 4.99% 6

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

Powell Investment Advisors's IWO Position: Q1 2026 in Review

Powell Investment Advisors increased its iShares Russell 2000 Growth ETF (IWO) stake by 1.4% in Q1 2026, buying an estimated $274K and bringing the position to 61,157 shares worth $19.2M. The position accounts for 6.62% of the portfolio, ranked #4.

Powell Investment Advisors first reported a position in IWO in Q4 2019 and has held it in 26 quarters since. The position peaked at $19.5M in Q4 2025. 1,020 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Powell Investment Advisors held 61,157 shares of iShares Russell 2000 Growth ETF worth $19.2M as of Q1 2026.
  • Powell Investment Advisors bought 823 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $274K.
  • iShares Russell 2000 Growth ETF made up 6.62% of Powell Investment Advisors's portfolio in Q1 2026, its #4 holding.
  • Powell Investment Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • Powell Investment Advisors's iShares Russell 2000 Growth ETF position peaked at $19.5M in Q4 2025.
  • 1,020 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Powell Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.