Brand Asset Management Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Brand Asset Management 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	$680K	Hold	1,727	–	–	0.15%	99
2026 Q1	$542K	Buy	+1,727	New	+$574K	0.14%	95
2020 Q2	–	Sell	-228	Closed	-$36K	–	265
2020 Q1	$36K	Sell	228 -370	-62%	-$73.5K	0.03%	126
2019 Q4	$128K	Hold	598	–	–	0.08%	84
2019 Q3	$115K	Hold	598	–	–	0.08%	85
2019 Q2	$120K	Hold	598	–	–	0.08%	85
2019 Q1	$118K	Hold	598	–	–	0.08%	80
2018 Q4	$100K	Hold	598	–	–	0.08%	80
2018 Q3	$129K	Hold	598	–	–	0.09%	77
2018 Q2	$122K	Buy	+598	New	+$120K	0.09%	81

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Brand Asset Management Group's IWO Position: Q2 2026 in Review

Brand Asset Management Group held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 1,727 shares worth $680K. The position accounts for 0.15% of the portfolio, ranked #99.

Brand Asset Management Group first reported a position in IWO in Q2 2018 and has held it in 10 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Brand Asset Management Group held 1,727 shares of iShares Russell 2000 Growth ETF worth $680K as of Q2 2026.
Brand Asset Management Group left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.15% of Brand Asset Management Group's portfolio in Q2 2026, its #99 holding.
Brand Asset Management Group first reported a position in iShares Russell 2000 Growth ETF in Q2 2018 and has held it in 10 quarters since.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Brand Asset Management Group's 13F filing for Q2 2026, filed 12 Aug 2026.