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

RHL 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	–	Sell	-2	Closed	-$646	–	259
2025 Q4	$646	Buy	+2	New	+$650	﹤0.01%	201

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

RHL Group's IWO Position: Q1 2026 in Review

RHL Group sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2026, closing a stake of 2 shares — an estimated $646 sold.

RHL Group first reported a position in IWO in Q4 2025 and held it in 1 quarter. The position peaked at $646 in Q4 2025. 1,027 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

RHL Group reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2026 after selling out during the quarter.
RHL Group sold 2 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $646.
RHL Group first reported a position in iShares Russell 2000 Growth ETF in Q4 2025 and held it in 1 quarter.
RHL Group's iShares Russell 2000 Growth ETF position peaked at $646 in Q4 2025.
1,027 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on RHL Group's 13F filing for Q1 2026, filed 13 May 2026.