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

Wescott Financial 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 Q1	$1.73M	Buy	5,512 +693	+14%	+$231K	0.15%	72
2025 Q4	$1.56M	Buy	4,819 +959	+25%	+$312K	0.14%	73
2025 Q3	$1.24M	Buy	3,860 +204	+6%	+$61.5K	0.11%	81
2025 Q2	$1.05M	Buy	3,656 +332	+10%	+$87.4K	0.1%	88
2025 Q1	$849K	Buy	3,324 +291	+10%	+$82.1K	0.09%	87
2024 Q4	$873K	Buy	3,033 +323	+12%	+$95.5K	0.09%	91
2024 Q3	$770K	Buy	2,710 +346	+15%	+$94.8K	0.08%	93
2024 Q2	$621K	Buy	2,364 +673	+40%	+$175K	0.07%	103
2024 Q1	$458K	Buy	+1,691	New	+$432K	0.06%	113

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

Wescott Financial Advisory Group's IWO Position: Q1 2026 in Review

Wescott Financial Advisory Group increased its iShares Russell 2000 Growth ETF (IWO) stake by 14% in Q1 2026, buying an estimated $231K and bringing the position to 5,512 shares worth $1.73M. The position accounts for 0.15% of the portfolio, ranked #72.

Wescott Financial Advisory Group first reported a position in IWO in Q1 2024 and has held it in 9 quarters since. 1,021 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

Wescott Financial Advisory Group held 5,512 shares of iShares Russell 2000 Growth ETF worth $1.73M as of Q1 2026.
Wescott Financial Advisory Group bought 693 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $231K.
iShares Russell 2000 Growth ETF made up 0.15% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #72 holding.
Wescott Financial Advisory Group first reported a position in iShares Russell 2000 Growth ETF in Q1 2024 and has held it in 9 quarters since.
1,021 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.