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 Q3	$4.18M	Hold	11,713	–	–	2.35%	11
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

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Ariston Services Group's IWO Position: Q3 2026 in Review

Ariston Services Group held its iShares Russell 2000 Growth ETF (IWO) position steady in Q3 2026 at 11,713 shares worth $4.18M. The position accounts for 2.35% of the portfolio, ranked #11.

Ariston Services Group first reported a position in IWO in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.61M in Q2 2026. 616 funds tracked by Wall St. Rank hold IWO as of Q3 2026.

Ariston Services Group held 11,713 shares of iShares Russell 2000 Growth ETF worth $4.18M as of Q3 2026.
Ariston Services Group left its iShares Russell 2000 Growth ETF share count unchanged in Q3 2026.
iShares Russell 2000 Growth ETF made up 2.35% of Ariston Services Group's portfolio in Q3 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 11 quarters since.
Ariston Services Group's iShares Russell 2000 Growth ETF position peaked at $4.61M in Q2 2026.
616 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2026.

Based on Ariston Services Group's 13F filing for Q3 2026, filed 16 Oct 2026.