Acima Private Wealth’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Acima Private Wealth’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	$1.13M	Hold	3,170	–	–	0.33%	45
2026 Q2	$1.25M	Hold	3,170	–	–	0.36%	44
2026 Q1	$995K	Hold	3,170	–	–	0.31%	46
2025 Q4	$1.02M	Hold	3,170	–	–	0.32%	47
2025 Q3	$1.01M	Hold	3,170	–	–	0.32%	48
2025 Q2	$906K	Hold	3,170	–	–	0.31%	52
2025 Q1	$810K	Hold	3,170	–	–	0.29%	53
2024 Q4	$912K	Hold	3,170	–	–	0.31%	58
2024 Q3	$900K	Hold	3,170	–	–	0.3%	57
2024 Q2	$832K	Hold	3,170	–	–	0.31%	56
2024 Q1	$858K	Hold	3,170	–	–	0.32%	59
2023 Q4	$800K	Hold	3,170	–	–	0.31%	61
2023 Q3	$711K	Hold	3,170	–	–	0.32%	65
2023 Q2	$769K	Hold	3,170	–	–	0.37%	62
2023 Q1	$719K	Hold	3,170	–	–	0.35%	62
2022 Q4	$680K	Hold	3,170	–	–	0.35%	61
2022 Q3	$655K	Hold	3,170	–	–	0.34%	62
2022 Q2	$654K	Hold	3,170	–	–	0.33%	63
2022 Q1	$811K	Hold	3,170	–	–	0.37%	66
2021 Q4	$929K	Hold	3,170	–	–	0.4%	63
2021 Q3	$931K	Hold	3,170	–	–	0.43%	58
2021 Q2	$988K	Hold	3,170	–	–	0.45%	58
2021 Q1	$953K	Hold	3,170	–	–	0.47%	57
2020 Q4	$909K	Hold	3,170	–	–	0.47%	58
2020 Q3	$702K	Hold	3,170	–	–	0.42%	63
2020 Q2	$656K	Hold	3,170	–	–	0.42%	63
2020 Q1	$501K	Hold	3,170	–	–	0.39%	66
2019 Q4	$679K	Hold	3,170	–	–	0.47%	52
2019 Q3	$610K	Hold	3,170	–	–	0.47%	55
2019 Q2	$637K	Hold	3,170	–	–	0.5%	51
2019 Q1	$623K	Hold	3,170	–	–	0.53%	48
2018 Q4	$533K	Buy	+3,170	New	+$591K	0.52%	49

Other funds holding IWO

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

LWM Advisors El Dorado Hills, California $132M AUM 13.37% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Echo45 Advisors Walnut Creek, California $219M AUM 13.71% 1-Year Est. Return

MBT

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Acima Private Wealth's IWO Position: Q3 2026 in Review

Acima Private Wealth held its iShares Russell 2000 Growth ETF (IWO) position steady in Q3 2026 at 3,170 shares worth $1.13M. The position accounts for 0.33% of the portfolio, ranked #45.

Acima Private Wealth first reported a position in IWO in Q4 2018 and has held it in 32 quarters since. The position peaked at $1.25M in Q2 2026. 43 funds tracked by Wall St. Rank hold IWO as of Q3 2026.

Acima Private Wealth held 3,170 shares of iShares Russell 2000 Growth ETF worth $1.13M as of Q3 2026.
Acima Private Wealth left its iShares Russell 2000 Growth ETF share count unchanged in Q3 2026.
iShares Russell 2000 Growth ETF made up 0.33% of Acima Private Wealth's portfolio in Q3 2026, its #45 holding.
Acima Private Wealth first reported a position in iShares Russell 2000 Growth ETF in Q4 2018 and has held it in 32 quarters since.
Acima Private Wealth's iShares Russell 2000 Growth ETF position peaked at $1.25M in Q2 2026.
43 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2026.

Based on Acima Private Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.