Univest Financial’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Univest Financial’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	$504K	Sell	1,606 -8	-0.5%	-$2.66K	0.03%	195
2025 Q4	$521K	Buy	1,614 +3	+0.2%	+$976	0.03%	195
2025 Q3	$515K	Sell	1,611 -118	-7%	-$35.6K	0.03%	185
2025 Q2	$494K	Sell	1,729 -5,877	-77%	-$1.55M	0.03%	189
2025 Q1	$1.94M	Sell	7,606 -443	-6%	-$125K	0.13%	117
2024 Q4	$2.32M	Buy	8,049 +5,906	+276%	+$1.75M	0.15%	110
2024 Q3	$609K	Buy	+2,143	New	+$587K	0.04%	185

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

Univest Financial's IWO Position: Q1 2026 in Review

Univest Financial reduced its iShares Russell 2000 Growth ETF (IWO) stake by 0.5% in Q1 2026, selling an estimated $2.66K and leaving 1,606 shares worth $504K. The position accounts for 0.03% of the portfolio, ranked #195.

Univest Financial first reported a position in IWO in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.32M in Q4 2024. 1,020 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

Univest Financial held 1,606 shares of iShares Russell 2000 Growth ETF worth $504K as of Q1 2026.
Univest Financial sold 8 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $2.66K.
iShares Russell 2000 Growth ETF made up 0.03% of Univest Financial's portfolio in Q1 2026, its #195 holding.
Univest Financial first reported a position in iShares Russell 2000 Growth ETF in Q3 2024 and has held it in 7 quarters since.
Univest Financial's iShares Russell 2000 Growth ETF position peaked at $2.32M in Q4 2024.
1,020 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Univest Financial's 13F filing for Q1 2026, filed 1 May 2026.