Cliff Asness’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Cliff Asness’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	$5.17M	Buy	13,135 +2,348	+22%	+$857K	﹤0.01%	1980
2026 Q1	$3.38M	Sell	10,787 -1,993	-16%	-$663K	﹤0.01%	2001
2025 Q4	$4.13M	Buy	12,780 +576	+5%	+$187K	﹤0.01%	1691
2025 Q3	$3.91M	Buy	12,204 +1,093	+10%	+$330K	﹤0.01%	1596
2025 Q2	$3.18M	Sell	11,111 -381	-3%	-$100K	﹤0.01%	1518
2025 Q1	$2.94M	Buy	11,492 +1,918	+20%	+$541K	﹤0.01%	1402
2024 Q4	$2.76M	Buy	9,574 +8,358	+687%	+$2.47M	﹤0.01%	1359
2024 Q3	$345K	Buy	+1,216	New	+$333K	﹤0.01%	2330

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

Cliff Asness's IWO Position: Q2 2026 in Review

Cliff Asness increased its iShares Russell 2000 Growth ETF (IWO) stake by 22% in Q2 2026, buying an estimated $857K and bringing the position to 13,135 shares worth $5.17M. The position accounts for ﹤0.01% of the portfolio, ranked #1980.

Cliff Asness first reported a position in IWO in Q3 2024 and has held it in 8 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Cliff Asness held 13,135 shares of iShares Russell 2000 Growth ETF worth $5.17M as of Q2 2026.
Cliff Asness bought 2,348 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $857K.
iShares Russell 2000 Growth ETF made up ﹤0.01% of Cliff Asness's portfolio in Q2 2026, its #1980 holding.
Cliff Asness first reported a position in iShares Russell 2000 Growth ETF in Q3 2024 and has held it in 8 quarters since.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.