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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Ariston Services Group's IWO Position: Q1 2026 in Review

Ariston Services Group sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2026, closing a stake of 11,776 shares — an estimated $3.92M sold.

Ariston Services Group first reported a position in IWO in Q4 2023 and held it in 9 quarters. The position peaked at $3.8M in Q4 2025. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

Ariston Services Group reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2026 after selling out during the quarter.
Ariston Services Group sold 11,776 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $3.92M.
Ariston Services Group first reported a position in iShares Russell 2000 Growth ETF in Q4 2023 and held it in 9 quarters.
Ariston Services Group's iShares Russell 2000 Growth ETF position peaked at $3.8M in Q4 2025.
1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Ariston Services Group's 13F filing for Q1 2026, filed 22 Apr 2026.