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

Waverly 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 		$12.3M Sell
39,042
-1,116
-3% -$371K 0.09% 219
2025
Q4 		$13M Buy
40,158
+1,971
+5% +$641K 0.11% 189
2025
Q3 		$12.2M Buy
38,187
+243
+0.6% +$73.3K 0.12% 173
2025
Q2 		$10.8M Sell
37,944
-3,655
-9% -$962K 0.12% 177
2025
Q1 		$10.6M Buy
41,599
+14,926
+56% +$4.21M 0.13% 174
2024
Q4 		$7.68M Buy
26,673
+14,178
+113% +$4.19M 0.12% 169
2024
Q3 		$3.55M Sell
12,495
-441
-3% -$121K 0.07% 240
2024
Q2 		$3.4M Sell
12,936
-245
-2% -$63.6K 0.07% 237
2024
Q1 		$3.57M Buy
13,181
+8,368
+174% +$2.14M 0.08% 184
2023
Q4 		$1.21M Sell
4,813
-384
-7% -$86.6K 0.05% 199
2023
Q3 		$1.16M Sell
5,197
-25
-0.5% -$5.98K 0.05% 181
2023
Q2 		$1.27M Buy
5,222
+168
+3% +$38.5K 0.06% 163
2023
Q1 		$1.15M Sell
5,054
-1,315
-21% -$301K 0.06% 136
2022
Q4 		$1.37M Buy
6,369
+1,422
+29% +$312K 0.08% 113
2022
Q3 		$1.02M Buy
4,947
+3,583
+263% +$806K 0.07% 107
2022
Q2 		$281K Buy
+1,364
New +$304K 0.03% 171
2020
Q2 		– Sell
-1,420
Closed -$225K – 159
2020
Q1 		$225K Buy
+1,420
New +$282K 0.04% 123
2015
Q4 		– Sell
-752
Closed -$101K – 261
2015
Q3 		$101K Buy
752
+140
+23% +$20.7K 0.07% 73
2015
Q2 		$95K Sell
612
-32
-5% -$4.9K 0.06% 72
2015
Q1 		$98K Buy
644
+1
+0.2% +$146 0.05% 63
2014
Q4 		$92K Buy
643
+7
+1% +$947 0.05% 77
2014
Q3 		$83K Buy
636
+85
+15% +$11.4K 0.04% 158
2014
Q2 		$76K Sell
551
-17
-3% -$2.23K 0.03% 183
2014
Q1 		$77K Sell
568
-368
-39% -$50.3K 0.03% 177
2013
Q4 		$127K Buy
936
+161
+21% +$20.9K 0.04% 195
2013
Q3 		$98K Buy
+775
New +$93.4K 0.05% 154

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

Waverly Advisors's IWO Position: Q1 2026 in Review

Waverly Advisors reduced its iShares Russell 2000 Growth ETF (IWO) stake by 2.8% in Q1 2026, selling an estimated $371K and leaving 39,042 shares worth $12.3M. The position accounts for 0.09% of the portfolio, ranked #219.

Waverly Advisors first reported a position in IWO in Q3 2013 and has held it in 26 quarters since. The position peaked at $13M in Q4 2025. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Waverly Advisors held 39,042 shares of iShares Russell 2000 Growth ETF worth $12.3M as of Q1 2026.
  • Waverly Advisors sold 1,116 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $371K.
  • iShares Russell 2000 Growth ETF made up 0.09% of Waverly Advisors's portfolio in Q1 2026, its #219 holding.
  • Waverly Advisors first reported a position in iShares Russell 2000 Growth ETF in Q3 2013 and has held it in 26 quarters since.
  • Waverly Advisors's iShares Russell 2000 Growth ETF position peaked at $13M in Q4 2025.
  • 1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.