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

Visionary 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 		$2.19M Buy
6,970
+43
+0.6% +$14.3K 0.1% 188
2025
Q4 		$2.24M Sell
6,927
-164
-2% -$53.3K 0.1% 185
2025
Q3 		$2.27M Sell
7,091
-192
-3% -$57.9K 0.11% 183
2025
Q2 		$2.08M Sell
7,283
-58
-0.8% -$15.3K 0.11% 188
2025
Q1 		$1.88M Sell
7,341
-382
-5% -$108K 0.11% 182
2024
Q4 		$2.22M Sell
7,723
-102
-1% -$30.2K 0.13% 156
2024
Q3 		$2.22M Sell
7,825
-63
-0.8% -$17.3K 0.14% 165
2024
Q2 		$2.07M Sell
7,888
-125
-2% -$32.4K 0.14% 164
2024
Q1 		$2.17M Sell
8,013
-209
-3% -$53.4K 0.15% 160
2023
Q4 		$2.07M Sell
8,222
-273
-3% -$61.5K 0.15% 152
2023
Q3 		$1.9M Sell
8,495
-77
-0.9% -$18.4K 0.15% 145
2023
Q2 		$2.08M Buy
8,572
+49
+0.6% +$11.2K 0.17% 138
2023
Q1 		$1.93M Buy
8,523
+143
+2% +$32.7K 0.16% 130
2022
Q4 		$1.8M Buy
8,380
+3,222
+62% +$706K 0.17% 126
2022
Q3 		$1.07M Sell
5,158
-577
-10% -$130K 0.11% 162
2022
Q2 		$1.18M Sell
5,735
-71
-1% -$15.8K 0.11% 162
2022
Q1 		$1.49M Buy
5,806
+787
+16% +$201K 0.12% 149
2021
Q4 		$1.47M Buy
5,019
+801
+19% +$241K 0.12% 137
2021
Q3 		$1.24M Buy
4,218
+1,196
+40% +$359K 0.13% 125
2021
Q2 		$942K Sell
3,022
-185
-6% -$55.7K 0.09% 148
2021
Q1 		$964K Buy
3,207
+89
+3% +$27.6K 0.1% 146
2020
Q4 		$894K Sell
3,118
-50
-2% -$12.7K 0.1% 145
2020
Q3 		$702K Buy
+3,168
New +$693K 0.1% 137

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

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

Visionary Wealth Advisors increased its iShares Russell 2000 Growth ETF (IWO) stake by 0.62% in Q1 2026, buying an estimated $14.3K and bringing the position to 6,970 shares worth $2.19M. The position accounts for 0.1% of the portfolio, ranked #188.

Visionary Wealth Advisors first reported a position in IWO in Q3 2020 and has held it in 23 quarters since. The position peaked at $2.27M in Q3 2025. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Visionary Wealth Advisors held 6,970 shares of iShares Russell 2000 Growth ETF worth $2.19M as of Q1 2026.
  • Visionary Wealth Advisors bought 43 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $14.3K.
  • iShares Russell 2000 Growth ETF made up 0.1% of Visionary Wealth Advisors's portfolio in Q1 2026, its #188 holding.
  • Visionary Wealth Advisors first reported a position in iShares Russell 2000 Growth ETF in Q3 2020 and has held it in 23 quarters since.
  • Visionary Wealth Advisors's iShares Russell 2000 Growth ETF position peaked at $2.27M in Q3 2025.
  • 1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

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