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

Aprio 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
Q1 		$298K Buy
951
+10
+1% +$3.33K 0.02% 487
2025
Q4 		$304K Hold
941
– – 0.02% 432
2025
Q3 		$301K Sell
941
-18
-2% -$5.43K 0.03% 329
2025
Q2 		$274K Sell
959
-103
-10% -$27.1K 0.03% 317
2025
Q1 		$271K Hold
1,062
– – 0.03% 286
2024
Q4 		$306K Buy
1,062
+1
+0.1% +$296 0.04% 208
2024
Q3 		$301K Hold
1,061
– – 0.05% 196
2024
Q2 		$279K Hold
1,061
– – 0.05% 179
2024
Q1 		$287K Hold
1,061
– – 0.06% 162
2023
Q4 		$268K Sell
1,061
-56
-5% -$12.6K 0.06% 154
2023
Q3 		$250K Buy
1,117
+56
+5% +$13.4K 0.07% 135
2023
Q2 		$257K Sell
1,061
-1
-0.1% -$229 0.07% 124
2023
Q1 		$241K Buy
1,062
+19
+2% +$4.35K 0.07% 119
2022
Q4 		$224K Hold
1,043
– – 0.08% 112
2022
Q3 		$215K Hold
1,043
– – 0.09% 97
2022
Q2 		$215K Sell
1,043
-221
-17% -$49.3K 0.09% 93
2022
Q1 		$323K Hold
1,264
– – 0.12% 64
2021
Q4 		$370K Sell
1,264
-14
-1% -$4.22K 0.15% 50
2021
Q3 		$375K Hold
1,278
– – 0.17% 49
2021
Q2 		$398K Buy
+1,278
New +$385K 0.19% 44
2020
Q4 		$2.52M Buy
8,803
+7,553
+604% +$1.92M 1.67% 12
2020
Q3 		$277K Sell
1,250
-149
-11% -$32.6K 0.2% 55
2020
Q2 		$289K Sell
1,399
-129
-8% -$24.1K 0.28% 46
2020
Q1 		$242K Buy
1,528
+109
+8% +$21.6K 0.31% 47
2019
Q4 		$304K Buy
+1,419
New +$288K 0.22% 50

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

Aprio Wealth Management's IWO Position: Q1 2026 in Review

Aprio Wealth Management increased its iShares Russell 2000 Growth ETF (IWO) stake by 1.1% in Q1 2026, buying an estimated $3.33K and bringing the position to 951 shares worth $298K. The position accounts for 0.02% of the portfolio, ranked #487.

Aprio Wealth Management first reported a position in IWO in Q4 2019 and has held it in 25 quarters since. The position peaked at $2.52M in Q4 2020. 1,020 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Aprio Wealth Management held 951 shares of iShares Russell 2000 Growth ETF worth $298K as of Q1 2026.
  • Aprio Wealth Management bought 10 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $3.33K.
  • iShares Russell 2000 Growth ETF made up 0.02% of Aprio Wealth Management's portfolio in Q1 2026, its #487 holding.
  • Aprio Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2019 and has held it in 25 quarters since.
  • Aprio Wealth Management's iShares Russell 2000 Growth ETF position peaked at $2.52M in Q4 2020.
  • 1,020 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Aprio Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.