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Private Advisor Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Private Advisor 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
2026
Q1 		$2.36M Buy
7,519
+560
+8% +$186K 0.01% 985
2025
Q4 		$2.25M Buy
6,959
+186
+3% +$60.5K 0.01% 983
2025
Q3 		$2.17M Buy
6,773
+183
+3% +$55.2K 0.01% 974
2025
Q2 		$1.88M Sell
6,590
-79
-1% -$20.8K 0.01% 991
2025
Q1 		$1.7M Sell
6,669
-732
-10% -$207K 0.01% 971
2024
Q4 		$2.13M Sell
7,401
-1,527
-17% -$452K 0.01% 853
2024
Q3 		$2.54M Sell
8,928
-1,451
-14% -$397K 0.02% 773
2024
Q2 		$2.72M Buy
10,379
+1,243
+14% +$323K 0.02% 715
2024
Q1 		$2.47M Buy
9,136
+330
+4% +$84.3K 0.02% 708
2023
Q4 		$2.22M Sell
8,806
-1,193
-12% -$269K 0.02% 724
2023
Q3 		$2.24M Sell
9,999
-66
-0.7% -$15.8K 0.02% 666
2023
Q2 		$2.49M Buy
10,065
+295
+3% +$67.6K 0.02% 629
2023
Q1 		$2.22M Buy
9,770
+1,500
+18% +$343K 0.02% 636
2022
Q4 		$490K Sell
8,270
-236
-3% -$51.7K 0.02% 575
2022
Q3 		$1.76M Sell
8,506
-12,463
-59% -$2.81M 0.02% 674
2022
Q2 		$4.33M Sell
20,969
-6,707
-24% -$1.5M 0.04% 449
2022
Q1 		$7.08M Buy
27,676
+1,324
+5% +$339K 0.05% 330
2021
Q4 		$7.72M Sell
26,352
-23,120
-47% -$6.97M 0.06% 327
2021
Q3 		$14.5M Buy
49,472
+9,675
+24% +$2.91M 0.09% 222
2021
Q2 		$12.4M Buy
39,797
+342
+0.9% +$103K 0.11% 195
2021
Q1 		$11.9M Buy
39,455
+3,067
+8% +$952K 0.11% 186
2020
Q4 		$10.4M Buy
36,388
+3,536
+11% +$901K 0.11% 197
2020
Q3 		$7.01M Sell
32,852
-677
-2% -$148K 0.09% 224
2020
Q2 		$6.94M Sell
33,529
-17,941
-35% -$3.36M 0.1% 214
2020
Q1 		$8.14M Sell
51,470
-5,553
-10% -$1.1M 0.15% 152
2019
Q4 		$12.2M Sell
57,023
-5,697
-9% -$1.16M 0.19% 123
2019
Q3 		$12.2M Buy
62,720
+25,798
+70% +$5.11M 0.19% 117
2019
Q2 		$7.42M Buy
36,922
+7,645
+26% +$1.51M 0.13% 172
2019
Q1 		$5.76M Sell
29,277
-8,305
-22% -$1.58M 0.11% 190
2018
Q4 		$6.57M Buy
37,582
+10,697
+40% +$1.99M 0.16% 148
2018
Q3 		$5.78M Buy
26,885
+2,558
+11% +$545K 0.12% 180
2018
Q2 		$5.01M Buy
24,327
+660
+3% +$132K 0.08% 114
2018
Q1 		$4.51M Sell
23,667
-1,372
-5% -$263K 0.18% 132
2017
Q4 		$4.74M Sell
25,039
-4,749
-16% -$867K 0.2% 110
2017
Q3 		$5.38M Buy
29,788
+3,468
+13% +$589K 0.13% 160
2017
Q2 		$4.43M Sell
26,320
-35,438
-57% -$5.83M 0.12% 179
2017
Q1 		$4.23M Buy
61,758
+39,805
+181% +$6.32M 0.12% 186
2016
Q4 		$3.44M Sell
21,953
-119
-0.5% -$17.8K 0.11% 186
2016
Q3 		$3.27M Sell
22,072
-428
-2% -$62.4K 0.13% 165
2016
Q2 		$3.08M Buy
22,500
+4,164
+23% +$562K 0.12% 169
2016
Q1 		$2.38M Buy
18,336
+5,733
+45% +$715K 0.12% 181
2015
Q4 		$1.75M Buy
12,603
+3,530
+39% +$501K 0.08% 254
2015
Q3 		$1.22M Buy
9,073
+3,893
+75% +$577K 0.07% 318
2015
Q2 		$801K Buy
5,180
+2,225
+75% +$341K 0.04% 446
2015
Q1 		$448K Buy
2,955
+396
+15% +$57.7K 0.03% 599
2014
Q4 		$364K Sell
2,559
-272
-10% -$36.8K 0.02% 643
2014
Q3 		$367K Buy
2,831
+510
+22% +$68.4K 0.03% 623
2014
Q2 		$321K Buy
2,321
+98
+4% +$12.9K 0.03% 632
2014
Q1 		$302K Sell
2,223
-158
-7% -$21.6K 0.03% 567
2013
Q4 		$323K Buy
+2,381
New +$309K 0.04% 512

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

Private Advisor Group's IWO Position: Q1 2026 in Review

Private Advisor Group increased its iShares Russell 2000 Growth ETF (IWO) stake by 8% in Q1 2026, buying an estimated $186K and bringing the position to 7,519 shares worth $2.36M. The position accounts for 0.01% of the portfolio, ranked #985.

Private Advisor Group first reported a position in IWO in Q4 2013 and has held it in 50 quarters since. The position peaked at $14.5M in Q3 2021. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Private Advisor Group held 7,519 shares of iShares Russell 2000 Growth ETF worth $2.36M as of Q1 2026.
  • Private Advisor Group bought 560 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $186K.
  • iShares Russell 2000 Growth ETF made up 0.01% of Private Advisor Group's portfolio in Q1 2026, its #985 holding.
  • Private Advisor Group first reported a position in iShares Russell 2000 Growth ETF in Q4 2013 and has held it in 50 quarters since.
  • Private Advisor Group's iShares Russell 2000 Growth ETF position peaked at $14.5M in Q3 2021.
  • 1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.