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 Q2	$371K	Sell	941 -10	-1%	-$3.65K	0.02%	458
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Aprio Wealth Management reduced its iShares Russell 2000 Growth ETF (IWO) stake by 1.1% in Q2 2026, selling an estimated $3.65K and leaving 941 shares worth $371K. The position accounts for 0.02% of the portfolio, ranked #458.

Aprio Wealth Management first reported a position in IWO in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.52M in Q4 2020. 1,106 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Aprio Wealth Management held 941 shares of iShares Russell 2000 Growth ETF worth $371K as of Q2 2026.
Aprio Wealth Management sold 10 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $3.65K.
iShares Russell 2000 Growth ETF made up 0.02% of Aprio Wealth Management's portfolio in Q2 2026, its #458 holding.
Aprio Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2019 and has held it in 26 quarters since.
Aprio Wealth Management's iShares Russell 2000 Growth ETF position peaked at $2.52M in Q4 2020.
1,106 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.