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

Aaron 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
Q2 		$263K Hold
667
– – 0.01% 618
2026
Q1 		$209K Hold
667
– – 0.01% 665
2025
Q4 		$215K Sell
667
-27
-4% -$8.78K 0.01% 647
2025
Q3 		$222K Buy
+694
New +$209K 0.01% 603

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Aaron Wealth Advisors's IWO Position: Q2 2026 in Review

Aaron Wealth Advisors held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 667 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #618.

Aaron Wealth Advisors first reported a position in IWO in Q3 2025 and has held it in 4 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Aaron Wealth Advisors held 667 shares of iShares Russell 2000 Growth ETF worth $263K as of Q2 2026.
  • Aaron Wealth Advisors left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Growth ETF made up 0.01% of Aaron Wealth Advisors's portfolio in Q2 2026, its #618 holding.
  • Aaron Wealth Advisors first reported a position in iShares Russell 2000 Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.