RPg Family Wealth Advisory’s iShares Russell 2000 Growth ETF IWO Stock Holding History

RPg Family Wealth Advisory’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	$1.69M	Buy	5,386 +333	+7%	+$111K	0.35%	84
2025 Q4	$1.63M	Sell	5,053 -6,768	-57%	-$2.2M	0.36%	79
2025 Q3	$3.78M	Sell	11,821 -350	-3%	-$106K	0.83%	49
2025 Q2	$3.48M	Sell	12,171 -220	-2%	-$57.9K	0.93%	48
2025 Q1	$3.17M	Buy	12,391 +52	+0.4%	+$14.7K	0.9%	42
2024 Q4	$3.55M	Sell	12,339 -450	-4%	-$133K	1.26%	28
2024 Q3	$3.63M	Sell	12,789 -42	-0.3%	-$11.5K	1.17%	32
2024 Q2	$3.37M	Sell	12,831 -62	-0.5%	-$16.1K	1.11%	33
2024 Q1	$3.49M	Buy	12,893 +313	+2%	+$80K	1.11%	35
2023 Q4	$3.17M	Sell	12,580 -194	-2%	-$43.7K	1.17%	31
2023 Q3	$2.87M	Sell	12,774 -163	-1%	-$39K	1.18%	30
2023 Q2	$3.14M	Buy	12,937 +603	+5%	+$138K	1.26%	28
2023 Q1	$2.8M	Buy	12,334 +3,252	+36%	+$744K	1.54%	24
2022 Q4	$1.95M	Sell	9,082 -306	-3%	-$67K	1.34%	29
2022 Q3	$2.14M	Buy	9,388 +5,439	+138%	+$1.22M	1.12%	36
2022 Q2	$815K	Buy	3,949 +416	+12%	+$92.8K	0.49%	49
2022 Q1	$904K	Buy	3,533 +3,419	+2,999%	+$875K	0.39%	50
2021 Q4	$33.4K	Buy	114 +36	+46%	+$10.8K	0.01%	188
2021 Q3	$22.9K	Sell	78 -10	-11%	-$3K	0.01%	214
2021 Q2	$27.4K	Buy	+88	New	+$26.5K	0.01%	200
2020 Q4	$29.2K	Sell	102 -14,893	-99%	-$3.8M	0.01%	195
2020 Q3	$3.32M	Sell	14,995 -15	-0.1%	-$3.28K	1.74%	15
2020 Q2	$3.11M	Buy	15,010 +412	+3%	+$77.1K	1.89%	9
2020 Q1	$2.31M	Buy	14,598 +97	+0.7%	+$19.3K	1.79%	17
2019 Q4	$3.11M	Sell	14,501 -1,596	-10%	-$324K	1.79%	19
2019 Q3	$3.1M	Sell	16,097 -521	-3%	-$103K	1.88%	20
2019 Q2	$3.34M	Buy	16,618 +4,202	+34%	+$831K	1.98%	19
2019 Q1	$2.44M	Buy	+12,416	New	+$2.36M	1.44%	24
2017 Q3	–	Sell	-374	Closed	-$63.1K	–	302
2017 Q2	$63.1K	Buy	+374	New	+$61.6K	0.06%	111
2016 Q3	–	Sell	-167	Closed	-$22.9K	–	260
2016 Q2	$22.9K	Buy	167 +22	+15%	+$2.97K	0.01%	183
2016 Q1	$19.2K	Buy	+145	New	+$18.1K	0.01%	194

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

RPg Family Wealth Advisory's IWO Position: Q1 2026 in Review

RPg Family Wealth Advisory increased its iShares Russell 2000 Growth ETF (IWO) stake by 6.6% in Q1 2026, buying an estimated $111K and bringing the position to 5,386 shares worth $1.69M. The position accounts for 0.35% of the portfolio, ranked #84.

RPg Family Wealth Advisory first reported a position in IWO in Q1 2016 and has held it in 31 quarters since. The position peaked at $3.78M in Q3 2025. 1,021 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

RPg Family Wealth Advisory held 5,386 shares of iShares Russell 2000 Growth ETF worth $1.69M as of Q1 2026.
RPg Family Wealth Advisory bought 333 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $111K.
iShares Russell 2000 Growth ETF made up 0.35% of RPg Family Wealth Advisory's portfolio in Q1 2026, its #84 holding.
RPg Family Wealth Advisory first reported a position in iShares Russell 2000 Growth ETF in Q1 2016 and has held it in 31 quarters since.
RPg Family Wealth Advisory's iShares Russell 2000 Growth ETF position peaked at $3.78M in Q3 2025.
1,021 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on RPg Family Wealth Advisory's 13F filing for Q1 2026, filed 14 May 2026.