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Asempa Wealth Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Asempa Wealth Advisors’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 		$280K Buy
711
+1
+0.1% +$365 0.21% 105
2026
Q1 		$225K Hold
710
– – 0.2% 109
2025
Q4 		$229K Buy
+710
New +$231K 0.2% 105

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

Asempa Wealth Advisors's IWO Position: Q2 2026 in Review

Asempa Wealth Advisors increased its iShares Russell 2000 Growth ETF (IWO) stake by 0.14% in Q2 2026, buying an estimated $365 and bringing the position to 711 shares worth $280K. The position accounts for 0.21% of the portfolio, ranked #105.

Asempa Wealth Advisors first reported a position in IWO in Q4 2025 and has held it in 3 quarters since. 1,100 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Asempa Wealth Advisors held 711 shares of iShares Russell 2000 Growth ETF worth $280K as of Q2 2026.
  • Asempa Wealth Advisors bought 1 iShares Russell 2000 Growth ETF share in Q2 2026, an estimated $365.
  • iShares Russell 2000 Growth ETF made up 0.21% of Asempa Wealth Advisors's portfolio in Q2 2026, its #105 holding.
  • Asempa Wealth Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,100 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Asempa Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.