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

Ascent 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 		$505K Buy
1,282
+80
+7% +$29.2K 0.02% 530
2026
Q1 		$377K Sell
1,202
-40
-3% -$13.3K 0.01% 563
2025
Q4 		$401K Buy
1,242
+2
+0.2% +$650 0.01% 543
2025
Q3 		$397K Sell
1,240
-714
-37% -$215K 0.01% 546
2025
Q2 		$559K Sell
1,954
-58
-3% -$15.3K 0.02% 452
2025
Q1 		$514K Buy
+2,012
New +$568K 0.02% 452

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
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

Ascent Group's IWO Position: Q2 2026 in Review

Ascent Group increased its iShares Russell 2000 Growth ETF (IWO) stake by 6.7% in Q2 2026, buying an estimated $29.2K and bringing the position to 1,282 shares worth $505K. The position accounts for 0.02% of the portfolio, ranked #530.

Ascent Group first reported a position in IWO in Q1 2025 and has held it in 6 quarters since. The position peaked at $559K in Q2 2025. 1,105 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Ascent Group held 1,282 shares of iShares Russell 2000 Growth ETF worth $505K as of Q2 2026.
  • Ascent Group bought 80 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $29.2K.
  • iShares Russell 2000 Growth ETF made up 0.02% of Ascent Group's portfolio in Q2 2026, its #530 holding.
  • Ascent Group first reported a position in iShares Russell 2000 Growth ETF in Q1 2025 and has held it in 6 quarters since.
  • Ascent Group's iShares Russell 2000 Growth ETF position peaked at $559K in Q2 2025.
  • 1,105 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Ascent Group's 13F filing for Q2 2026, filed 3 Aug 2026.