AWM
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AE Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

AE Wealth Management’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 		$5.68M Buy
14,419
+241
+2% +$87.9K 0.03% 411
2026
Q1 		$4.45M Sell
14,178
-252,267
-95% -$83.9M 0.02% 448
2025
Q4 		$86.1M Buy
266,445
+51,934
+24% +$16.9M 0.49% 48
2025
Q3 		$68.7M Buy
214,511
+24,578
+13% +$7.41M 0.44% 53
2025
Q2 		$54.3M Buy
189,933
+9,750
+5% +$2.57M 0.4% 60
2025
Q1 		$46M Buy
180,183
+21,801
+14% +$6.15M 0.39% 62
2024
Q4 		$45.6M Buy
158,382
+26,922
+20% +$7.96M 0.39% 61
2024
Q3 		$37.3M Buy
131,460
+19,491
+17% +$5.34M 0.34% 71
2024
Q2 		$29.4M Buy
111,969
+23,188
+26% +$6.02M 0.29% 79
2024
Q1 		$24M Buy
88,781
+14,668
+20% +$3.75M 0.27% 91
2023
Q4 		$18.3M Buy
74,113
+30,726
+71% +$6.93M 0.09% 252
2023
Q3 		$9.73M Buy
43,387
+14,200
+49% +$3.4M 0.06% 385
2023
Q2 		$7.08M Buy
29,187
+7,124
+32% +$1.63M 0.04% 451
2023
Q1 		$5M Buy
22,063
+2,003
+10% +$458K 0.03% 507
2022
Q4 		$4.3M Buy
20,060
+1,359
+7% +$298K 0.03% 513
2022
Q3 		$3.86M Buy
18,701
+16,101
+619% +$3.62M 0.03% 486
2022
Q2 		$536K Buy
2,600
+511
+24% +$114K ﹤0.01% 1162
2022
Q1 		$534K Buy
2,089
+427
+26% +$109K ﹤0.01% 1213
2021
Q4 		$487K Buy
1,662
+891
+116% +$269K ﹤0.01% 1258
2021
Q3 		$226K Sell
771
-228
-23% -$68.5K ﹤0.01% 1483
2021
Q2 		$311K Sell
999
-44
-4% -$13.2K ﹤0.01% 1333
2021
Q1 		$314K Sell
1,043
-185
-15% -$57.4K ﹤0.01% 1233
2020
Q4 		$352K Buy
1,228
+170
+16% +$43.3K ﹤0.01% 1076
2020
Q3 		$234K Sell
1,058
-256
-19% -$56K ﹤0.01% 1128
2020
Q2 		$272K Buy
+1,314
New +$246K ﹤0.01% 1058
2020
Q1 		– Sell
-1,699
Closed -$364K – 1205
2019
Q4 		$364K Buy
1,699
+250
+17% +$50.7K 0.01% 836
2019
Q3 		$279K Sell
1,449
-5
-0.3% -$991 0.01% 815
2019
Q2 		$292K Buy
1,454
+136
+10% +$26.9K 0.01% 762
2019
Q1 		$259K Buy
+1,318
New +$251K 0.02% 506
2018
Q4 		– Sell
-1,204
Closed -$259K – 544
2018
Q3 		$259K Buy
1,204
+49
+4% +$10.4K 0.01% 485
2018
Q2 		$236K Sell
1,155
-76
-6% -$15.2K 0.02% 387
2018
Q1 		$235K Buy
+1,231
New +$236K 0.02% 371
2017
Q2 		– Sell
-6,916
Closed -$1.12M – 384
2017
Q1 		$1.12M Buy
6,916
+5,008
+262% +$795K 0.21% 89
2016
Q4 		$294K Buy
+1,908
New +$285K 0.12% 152

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

AE Wealth Management's IWO Position: Q2 2026 in Review

AE Wealth Management increased its iShares Russell 2000 Growth ETF (IWO) stake by 1.7% in Q2 2026, buying an estimated $87.9K and bringing the position to 14,419 shares worth $5.68M. The position accounts for 0.03% of the portfolio, ranked #411.

AE Wealth Management first reported a position in IWO in Q4 2016 and has held it in 34 quarters since. The position peaked at $86.1M in Q4 2025. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • AE Wealth Management held 14,419 shares of iShares Russell 2000 Growth ETF worth $5.68M as of Q2 2026.
  • AE Wealth Management bought 241 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $87.9K.
  • iShares Russell 2000 Growth ETF made up 0.03% of AE Wealth Management's portfolio in Q2 2026, its #411 holding.
  • AE Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2016 and has held it in 34 quarters since.
  • AE Wealth Management's iShares Russell 2000 Growth ETF position peaked at $86.1M in Q4 2025.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.