R.H. Investment Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History

R.H. Investment 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	$372K	Buy	+1,123	New	+$374K	0.29%	36

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

R.H. Investment Group's IWO Position: Q1 2026 in Review

R.H. Investment Group opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q1 2026: 1,123 shares worth $372K. The stake represents 0.29% of the portfolio and ranks #36 among its holdings.

1,021 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

R.H. Investment Group held 1,123 shares of iShares Russell 2000 Growth ETF worth $372K as of Q1 2026.
iShares Russell 2000 Growth ETF was a new R.H. Investment Group position in Q1 2026.
iShares Russell 2000 Growth ETF made up 0.29% of R.H. Investment Group's portfolio in Q1 2026, its #36 holding.
1,021 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on R.H. Investment Group's 13F filing for Q1 2026, filed 14 Apr 2026.