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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

Ascent Group's IWO Position: Q1 2026 in Review

Ascent Group reduced its iShares Russell 2000 Growth ETF (IWO) stake by 3.2% in Q1 2026, selling an estimated $13.3K and leaving 1,202 shares worth $377K. The position accounts for 0.01% of the portfolio, ranked #563.

Ascent Group first reported a position in IWO in Q1 2025 and has held it in 5 quarters since. The position peaked at $559K in Q2 2025. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Ascent Group held 1,202 shares of iShares Russell 2000 Growth ETF worth $377K as of Q1 2026.
  • Ascent Group sold 40 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $13.3K.
  • iShares Russell 2000 Growth ETF made up 0.01% of Ascent Group's portfolio in Q1 2026, its #563 holding.
  • Ascent Group first reported a position in iShares Russell 2000 Growth ETF in Q1 2025 and has held it in 5 quarters since.
  • Ascent Group's iShares Russell 2000 Growth ETF position peaked at $559K in Q2 2025.
  • 1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Ascent Group's 13F filing for Q1 2026, filed 15 May 2026.