VisionPoint Advisory Group
IWO icon

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

VisionPoint Advisory 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
Q3 		$227K Buy
636
+30
+5% +$11.3K 0.04% 414
2026
Q2 		$239K Buy
+606
New +$221K 0.04% 413
2025
Q4 		– Sell
-720
Closed -$230K – 415
2025
Q3 		$230K Buy
+720
New +$217K 0.05% 357

Other funds holding IWO

Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
WoodTrust Financial
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
Vaughan & Co Securities
Vaughan & Co Securities Ridgewood, New Jersey $213M AUM 17.09% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Powell Investment Advisors
Powell Investment Advisors Miami, Florida $313M AUM 15.34% 1-Year Est. Return
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

VisionPoint Advisory Group's IWO Position: Q3 2026 in Review

VisionPoint Advisory Group increased its iShares Russell 2000 Growth ETF (IWO) stake by 5% in Q3 2026, buying an estimated $11.3K and bringing the position to 636 shares worth $227K. The position accounts for 0.04% of the portfolio, ranked #414.

VisionPoint Advisory Group first reported a position in IWO in Q3 2025 and has held it in 3 quarters since. The position peaked at $239K in Q2 2026. 312 funds tracked by Wall St. Rank hold IWO as of Q3 2026.

  • VisionPoint Advisory Group held 636 shares of iShares Russell 2000 Growth ETF worth $227K as of Q3 2026.
  • VisionPoint Advisory Group bought 30 iShares Russell 2000 Growth ETF shares in Q3 2026, an estimated $11.3K.
  • iShares Russell 2000 Growth ETF made up 0.04% of VisionPoint Advisory Group's portfolio in Q3 2026, its #414 holding.
  • VisionPoint Advisory Group first reported a position in iShares Russell 2000 Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • VisionPoint Advisory Group's iShares Russell 2000 Growth ETF position peaked at $239K in Q2 2026.
  • 312 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.