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River Wealth Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

River Wealth 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 		– Sell
-646
Closed -$209K – 209
2025
Q4 		$209K Hold
646
– – 0.02% 204
2025
Q3 		$207K Buy
+646
New +$195K 0.02% 199
2025
Q2 		– Sell
-920
Closed -$235K – 204
2025
Q1 		$235K Hold
920
– – 0.03% 190
2024
Q4 		$265K Buy
920
+76
+9% +$22.5K 0.04% 189
2024
Q3 		$240K Buy
844
+37
+5% +$10.1K 0.03% 196
2024
Q2 		$212K Hold
807
– – 0.03% 186
2024
Q1 		$219K Hold
807
– – 0.03% 196
2023
Q4 		$204K Buy
+807
New +$182K 0.03% 203
2022
Q1 		– Sell
-875
Closed -$256K – 223
2021
Q4 		$256K Buy
875
+125
+17% +$37.7K 0.04% 205
2021
Q3 		$220K Buy
+750
New +$225K 0.04% 209
2019
Q1 		– Sell
-445
Closed -$75K – 326
2018
Q4 		$75K Hold
445
– – 0.03% 207
2018
Q3 		$96K Buy
445
+53
+14% +$11.3K 0.04% 210
2018
Q2 		$80K Buy
+392
New +$78.4K 0.03% 224

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

River Wealth Advisors's IWO Position: Q1 2026 in Review

River Wealth Advisors sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2026, closing a stake of 646 shares — an estimated $209K sold.

River Wealth Advisors first reported a position in IWO in Q2 2018 and held it in 13 quarters. The position peaked at $265K in Q4 2024. 1,021 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • River Wealth Advisors reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • River Wealth Advisors sold 646 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $209K.
  • River Wealth Advisors first reported a position in iShares Russell 2000 Growth ETF in Q2 2018 and held it in 13 quarters.
  • River Wealth Advisors's iShares Russell 2000 Growth ETF position peaked at $265K in Q4 2024.
  • 1,021 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on River Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.