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

Allied 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 Q2	$9.57K	Buy	+25	New	+$9.12K	0.01%	531

Other funds holding IWO

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $392M AUM

LWM Advisors El Dorado Hills, California $134M AUM 22.23% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Echo45 Advisors Walnut Creek, California $194M AUM 20% 1-Year Est. Return