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Ashton Thomas Private Wealth’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Ashton Thomas Private Wealth’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 		$2.04M Sell
5,181
-604
-10% -$220K 0.04% 380
2026
Q1 		$1.82M Sell
5,785
-61
-1% -$20.3K 0.04% 389
2025
Q4 		$1.89M Sell
5,846
-7,376
-56% -$2.4M 0.05% 335
2025
Q3 		$4.23M Buy
13,222
+9,859
+293% +$2.97M 0.11% 203
2025
Q2 		$961K Buy
3,363
+821
+32% +$216K 0.03% 426
2025
Q1 		$649K Buy
2,542
+98
+4% +$27.7K 0.02% 488
2024
Q4 		$703K Buy
2,444
+240
+11% +$71K 0.03% 461
2024
Q3 		$626K Sell
2,204
-23
-1% -$6.3K 0.03% 408
2024
Q2 		$585K Sell
2,227
-55
-2% -$14.3K 0.03% 392
2024
Q1 		$618K Buy
2,282
+146
+7% +$37.3K 0.04% 383
2023
Q4 		$539K Buy
2,136
+217
+11% +$48.9K 0.03% 404
2023
Q3 		$430K Buy
1,919
+122
+7% +$29.2K 0.03% 418
2023
Q2 		$436K Buy
1,797
+87
+5% +$19.9K 0.03% 416
2023
Q1 		$388K Sell
1,710
-3
-0.2% -$686 0.03% 389
2022
Q4 		$367K Buy
1,713
+59
+4% +$12.9K 0.04% 371
2022
Q3 		$342K Sell
1,654
-416
-20% -$93.6K 0.04% 369
2022
Q2 		$427K Sell
2,070
-576
-22% -$128K 0.05% 328
2022
Q1 		$677K Sell
2,646
-509
-16% -$130K 0.06% 315
2021
Q4 		$925K Buy
3,155
+466
+17% +$140K 0.09% 251
2021
Q3 		$789K Buy
2,689
+569
+27% +$171K 0.11% 199
2021
Q2 		$661K Buy
2,120
+1,219
+135% +$367K 0.1% 220
2021
Q1 		$271K Buy
+901
New +$280K 0.05% 272

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

Ashton Thomas Private Wealth's IWO Position: Q2 2026 in Review

Ashton Thomas Private Wealth reduced its iShares Russell 2000 Growth ETF (IWO) stake by 10% in Q2 2026, selling an estimated $220K and leaving 5,181 shares worth $2.04M. The position accounts for 0.04% of the portfolio, ranked #380.

Ashton Thomas Private Wealth first reported a position in IWO in Q1 2021 and has held it in 22 quarters since. The position peaked at $4.23M in Q3 2025. 1,105 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Ashton Thomas Private Wealth held 5,181 shares of iShares Russell 2000 Growth ETF worth $2.04M as of Q2 2026.
  • Ashton Thomas Private Wealth sold 604 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $220K.
  • iShares Russell 2000 Growth ETF made up 0.04% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #380 holding.
  • Ashton Thomas Private Wealth first reported a position in iShares Russell 2000 Growth ETF in Q1 2021 and has held it in 22 quarters since.
  • Ashton Thomas Private Wealth's iShares Russell 2000 Growth ETF position peaked at $4.23M in Q3 2025.
  • 1,105 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.