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

Rehmann Capital 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
2026 Q1	$3.57M	Buy	11,372 +1,351	+13%	+$449K	0.19%	88
2025 Q4	$3.24M	Buy	10,021 +528	+6%	+$172K	0.17%	96
2025 Q3	$3.04M	Sell	9,493 -47	-0.5%	-$14.2K	0.17%	99
2025 Q2	$2.73M	Buy	9,540 +114	+1%	+$30K	0.17%	98
2025 Q1	$2.41M	Buy	9,426 +615	+7%	+$174K	0.15%	110
2024 Q4	$2.54M	Sell	8,811 -64	-0.7%	-$18.9K	0.16%	107
2024 Q3	$2.5M	Buy	8,875 +133	+2%	+$36.4K	0.16%	109
2024 Q2	$2.3M	Buy	8,742 +802	+10%	+$208K	0.16%	108
2024 Q1	$2.15M	Sell	7,940 -546	-6%	-$140K	0.16%	110
2023 Q4	$2.14M	Sell	8,486 -789	-9%	-$178K	0.18%	102
2023 Q3	$2.08M	Buy	9,275 +43	+0.5%	+$10.3K	0.19%	95
2023 Q2	$2.24M	Sell	9,232 -17	-0.2%	-$3.9K	0.2%	92
2023 Q1	$2.1M	Sell	9,249 -252	-3%	-$57.6K	0.2%	102
2022 Q4	$2.04M	Buy	9,501 +313	+3%	+$68.6K	0.21%	97
2022 Q3	$1.9M	Sell	9,188 -1,910	-17%	-$430K	0.21%	94
2022 Q2	$2.29M	Buy	11,098 +1,793	+19%	+$400K	0.25%	79
2022 Q1	$2.38M	Sell	9,305 -1,226	-12%	-$314K	0.23%	87
2021 Q4	$3.09M	Buy	10,531 +1,789	+20%	+$539K	0.29%	66
2021 Q3	$2.57M	Buy	8,742 +12	+0.1%	+$3.6K	0.24%	75
2021 Q2	$2.72M	Hold	8,730	–	–	0.26%	67
2021 Q1	$2.63M	Sell	8,730 -1,199	-12%	-$372K	0.27%	67
2020 Q4	$2.85M	Sell	9,929 -23	-0.2%	-$5.86K	0.32%	59
2020 Q3	$2.2M	Sell	9,952 -89	-0.9%	-$19.5K	0.28%	66
2020 Q2	$2.08M	Sell	10,041 -684	-6%	-$128K	0.28%	70
2020 Q1	$1.7M	Buy	+10,725	New	+$2.13M	0.28%	66
2019 Q3	–	Sell	-12,533	Closed	-$2.52M	–	1918
2019 Q2	$2.52M	Buy	12,533 +2,374	+23%	+$470K	0.31%	55
2019 Q1	$2M	Buy	+10,159	New	+$1.93M	0.27%	61
2018 Q4	–	Sell	-10,545	Closed	-$2.27M	–	1994
2018 Q3	$2.27M	Buy	10,545 +101	+1%	+$21.5K	0.31%	50
2018 Q2	$2.13M	Sell	10,444 -37	-0.4%	-$7.4K	0.31%	57
2018 Q1	$2M	Buy	10,481 +319	+3%	+$61.3K	0.31%	56
2017 Q4	$1.9M	Sell	10,162 -590	-5%	-$108K	0.32%	65
2017 Q3	$1.92M	Buy	10,752 +3,032	+39%	+$515K	0.35%	62
2017 Q2	$1.3M	Sell	7,720 -3,104	-29%	-$511K	0.25%	91
2017 Q1	$1.75M	Sell	10,824 -23	-0.2%	-$3.65K	0.29%	70
2016 Q4	$1.67M	Buy	10,847 +84	+0.8%	+$12.5K	0.31%	66
2016 Q3	$1.6M	Sell	10,763 -178	-2%	-$25.9K	0.31%	65
2016 Q2	$1.5M	Sell	10,941 -16	-0.1%	-$2.16K	0.28%	77
2016 Q1	$1.45M	Sell	10,957 -178	-2%	-$22.2K	0.28%	76
2015 Q4	$1.55M	Sell	11,135 -451	-4%	-$64K	0.33%	62
2015 Q3	$1.55M	Sell	11,586 -685	-6%	-$101K	0.35%	58
2015 Q2	$1.9M	Sell	12,271 -1,245	-9%	-$191K	0.43%	48
2015 Q1	$2.05M	Buy	13,516 +1,625	+14%	+$237K	0.46%	45
2014 Q4	$1.69M	Sell	11,891 -699	-6%	-$94.6K	0.39%	53
2014 Q3	$1.63M	Sell	12,590 -1,360	-10%	-$182K	0.39%	57
2014 Q2	$1.93M	Buy	13,950 +1,216	+10%	+$160K	0.46%	47
2014 Q1	$1.73M	Sell	12,734 -339	-3%	-$46.4K	0.47%	48
2013 Q4	$1.77M	Sell	13,073 -117	-0.9%	-$15.2K	0.54%	41
2013 Q3	$1.66M	Sell	13,190 -354	-3%	-$42.7K	0.54%	39
2013 Q2	$1.51M	Buy	+13,544	New	+$1.48M	0.52%	46

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

Rehmann Capital Advisory Group's IWO Position: Q1 2026 in Review

Rehmann Capital Advisory Group increased its iShares Russell 2000 Growth ETF (IWO) stake by 13% in Q1 2026, buying an estimated $449K and bringing the position to 11,372 shares worth $3.57M. The position accounts for 0.19% of the portfolio, ranked #88.

Rehmann Capital Advisory Group first reported a position in IWO in Q2 2013 and has held it in 49 quarters since. 1,021 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

Rehmann Capital Advisory Group held 11,372 shares of iShares Russell 2000 Growth ETF worth $3.57M as of Q1 2026.
Rehmann Capital Advisory Group bought 1,351 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $449K.
iShares Russell 2000 Growth ETF made up 0.19% of Rehmann Capital Advisory Group's portfolio in Q1 2026, its #88 holding.
Rehmann Capital Advisory Group first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and has held it in 49 quarters since.
1,021 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.