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Atlantic Edge Private Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Atlantic Edge Private Wealth Management’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 		$15.4K Hold
39
– – ﹤0.01% 372
2026
Q1 		$12.2K Hold
39
– – ﹤0.01% 365
2025
Q4 		$12.6K Hold
39
– – ﹤0.01% 355
2025
Q3 		$12.5K Hold
39
– – ﹤0.01% 351
2025
Q2 		$11.1K Sell
39
-19
-33% -$5K ﹤0.01% 354
2025
Q1 		$14.8K Hold
58
– – ﹤0.01% 316
2024
Q4 		$16.7K Hold
58
– – 0.01% 292
2024
Q3 		$16.5K Hold
58
– – 0.01% 294
2024
Q2 		$15.2K Buy
58
+29
+100% +$7.53K 0.01% 278
2024
Q1 		$7.85K Buy
29
+17
+142% +$4.34K ﹤0.01% 339
2023
Q4 		$3.03K Buy
+12
New +$2.71K ﹤0.01% 400

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

Atlantic Edge Private Wealth Management's IWO Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 39 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #372.

Atlantic Edge Private Wealth Management first reported a position in IWO in Q4 2023 and has held it in 11 quarters since. The position peaked at $16.7K in Q4 2024. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Atlantic Edge Private Wealth Management held 39 shares of iShares Russell 2000 Growth ETF worth $15.4K as of Q2 2026.
  • Atlantic Edge Private Wealth Management left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Growth ETF made up ﹤0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #372 holding.
  • Atlantic Edge Private Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • Atlantic Edge Private Wealth Management's iShares Russell 2000 Growth ETF position peaked at $16.7K in Q4 2024.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.