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

Congress Asset 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 Q3	$1.09M	Sell	3,047 -2,004	-40%	-$756K	0.01%	322
2026 Q2	$1.99M	Sell	5,051 -4,140	-45%	-$1.51M	0.01%	284
2026 Q1	$2.88M	Sell	9,191 -67,073	-88%	-$22.3M	0.02%	282
2025 Q4	$24.6M	Buy	76,264 +74,766	+4,991%	+$24.3M	0.17%	130
2025 Q3	$479K	Sell	1,498 -396	-21%	-$119K	﹤0.01%	358
2025 Q2	$541K	Sell	1,894 -5,698	-75%	-$1.5M	﹤0.01%	340
2025 Q1	$1.94M	Sell	7,592 -39,402	-84%	-$11.1M	0.01%	274
2024 Q4	$13.5M	Buy	46,994 +45,011	+2,270%	+$13.3M	0.09%	175
2024 Q3	$563K	Buy	1,983 +397	+25%	+$109K	﹤0.01%	316
2024 Q2	$416K	Buy	1,586 +231	+17%	+$60K	﹤0.01%	341
2024 Q1	$367K	Sell	1,355 -44,023	-97%	-$11.2M	﹤0.01%	335
2023 Q4	$11.4M	Buy	45,378 +42,426	+1,437%	+$9.56M	0.09%	169
2023 Q3	$662K	Buy	+2,952	New	+$706K	0.01%	327
2023 Q1	–	Sell	-45,439	Closed	-$9.75M	–	379
2022 Q4	$9.75M	Buy	45,439 +43,844	+2,749%	+$9.61M	0.1%	163
2022 Q3	$330K	Buy	+1,595	New	+$359K	﹤0.01%	344
2022 Q2	–	Sell	-2,829	Closed	-$724K	–	375
2022 Q1	$724K	Sell	2,829 -29,545	-91%	-$7.56M	0.01%	319
2021 Q4	$9.49M	Buy	+32,374	New	+$9.76M	0.07%	173
2021 Q1	–	Sell	-858	Closed	-$246K	–	362
2020 Q4	$246K	Buy	+858	New	+$219K	﹤0.01%	340
2020 Q1	–	Sell	-7,485	Closed	-$1.6M	–	341
2019 Q4	$1.6M	Buy	+7,485	New	+$1.52M	0.02%	265
2019 Q1	–	Sell	-16,456	Closed	-$2.77M	–	360
2018 Q4	$2.77M	Buy	+16,456	New	+$3.07M	0.04%	241

Other funds holding IWO

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

LWM Advisors El Dorado Hills, California $132M AUM 13.37% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Echo45 Advisors Walnut Creek, California $219M AUM 13.71% 1-Year Est. Return

MBT

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Congress Asset Management's IWO Position: Q3 2026 in Review

Congress Asset Management reduced its iShares Russell 2000 Growth ETF (IWO) stake by 40% in Q3 2026, selling an estimated $756K and leaving 3,047 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #322.

Congress Asset Management first reported a position in IWO in Q4 2018 and has held it in 20 quarters since. The position peaked at $24.6M in Q4 2025. 43 funds tracked by Wall St. Rank hold IWO as of Q3 2026.

Congress Asset Management held 3,047 shares of iShares Russell 2000 Growth ETF worth $1.09M as of Q3 2026.
Congress Asset Management sold 2,004 iShares Russell 2000 Growth ETF shares in Q3 2026, an estimated $756K.
iShares Russell 2000 Growth ETF made up 0.01% of Congress Asset Management's portfolio in Q3 2026, its #322 holding.
Congress Asset Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2018 and has held it in 20 quarters since.
Congress Asset Management's iShares Russell 2000 Growth ETF position peaked at $24.6M in Q4 2025.
43 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.