Ariston Services Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Ariston Services Group’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	$4.61M	Buy	+11,713	New	+$4.27M	2.55%	11
2026 Q1	–	Sell	-11,776	Closed	-$3.92M	–	12
2025 Q4	$3.8M	Sell	11,776 -21	-0.2%	-$6.83K	2.23%	12
2025 Q3	$3.78M	Sell	11,797 -13	-0.1%	-$3.92K	2.28%	12
2025 Q2	$3.38M	Hold	11,810	–	–	2.4%	12
2025 Q1	$3.02M	Hold	11,810	–	–	2.52%	10
2024 Q4	$3.4M	Hold	11,810	–	–	2.95%	10
2024 Q3	$3.35M	Hold	11,810	–	–	2.92%	10
2024 Q2	$3.1M	Hold	11,810	–	–	2.99%	10
2024 Q1	$3.2M	Hold	11,810	–	–	3.06%	10
2023 Q4	$2.98M	Buy	+11,810	New	+$2.66M	2.88%	11

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

Ariston Services Group's IWO Position: Q2 2026 in Review

Ariston Services Group opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q2 2026: 11,713 shares worth $4.61M. The stake represents 2.55% of the portfolio and ranks #11 among its holdings. This is a return to the name: Ariston Services Group previously reported a position in IWO as recently as Q4 2025.

Ariston Services Group first reported a position in IWO in Q4 2023 and has held it in 10 quarters since. 1,105 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Ariston Services Group held 11,713 shares of iShares Russell 2000 Growth ETF worth $4.61M as of Q2 2026.
iShares Russell 2000 Growth ETF was a new Ariston Services Group position in Q2 2026.
iShares Russell 2000 Growth ETF made up 2.55% of Ariston Services Group's portfolio in Q2 2026, its #11 holding.
Ariston Services Group first reported a position in iShares Russell 2000 Growth ETF in Q4 2023 and has held it in 10 quarters since.
1,105 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Ariston Services Group's 13F filing for Q2 2026, filed 27 Jul 2026.