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

Cresset 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 Q2	$51.8M	Sell	131,388 -1,160	-0.9%	-$423K	0.19%	88
2026 Q1	$41.6M	Sell	132,548 -6,782	-5%	-$2.26M	0.18%	88
2025 Q4	$45M	Buy	139,330 +38	+0%	+$12.4K	0.19%	81
2025 Q3	$44.6M	Buy	139,292 +3,419	+3%	+$1.03M	0.19%	79
2025 Q2	$38.8M	Sell	135,873 -49,507	-27%	-$13M	0.19%	81
2025 Q1	$47.4M	Sell	185,380 -9,815	-5%	-$2.77M	0.24%	69
2024 Q4	$56.2M	Sell	195,195 -4,628	-2%	-$1.37M	0.27%	58
2024 Q3	$56.7M	Sell	199,823 -7,908	-4%	-$2.17M	0.22%	69
2024 Q2	$54.5M	Buy	207,731 +28,460	+16%	+$7.39M	0.23%	67
2024 Q1	$48.5M	Buy	179,271 +10,606	+6%	+$2.71M	0.23%	61
2023 Q4	$42.5M	Buy	168,665 +10,270	+6%	+$2.31M	0.25%	55
2023 Q3	$35.6M	Buy	158,395 +15,774	+11%	+$3.78M	0.14%	79
2023 Q2	$34.6M	Buy	142,621 +16,866	+13%	+$3.87M	0.04%	126
2023 Q1	$28.5M	Buy	125,755 +24,470	+24%	+$5.6M	0.57%	33
2022 Q4	$20.3M	Buy	101,285 +8,139	+9%	+$1.78M	0.26%	51
2022 Q3	$19.2M	Buy	93,146 +18,206	+24%	+$4.1M	0.24%	47
2022 Q2	$15.2M	Buy	74,940 +39,775	+113%	+$8.87M	0.19%	57
2022 Q1	$8.99M	Buy	35,165 +31,570	+878%	+$8.08M	0.09%	89
2021 Q4	$1.05M	Buy	+3,595	New	+$1.08M	0.01%	439
2021 Q2	–	Sell	-816	Closed	-$246K	–	1048
2021 Q1	$246K	Buy	816 +55	+7%	+$17.1K	﹤0.01%	773
2020 Q4	$218K	Buy	+761	New	+$194K	﹤0.01%	679
2019 Q3	–	Sell	-1,606	Closed	-$323K	–	553
2019 Q2	$323K	Sell	1,606 -532	-25%	-$105K	0.01%	325
2019 Q1	$420K	Sell	2,138 -554	-21%	-$105K	0.02%	209
2018 Q4	$452K	Buy	+2,692	New	+$502K	0.03%	132

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

Cresset Asset Management's IWO Position: Q2 2026 in Review

Cresset Asset Management reduced its iShares Russell 2000 Growth ETF (IWO) stake by 0.88% in Q2 2026, selling an estimated $423K and leaving 131,388 shares worth $51.8M. The position accounts for 0.19% of the portfolio, ranked #88.

Cresset Asset Management first reported a position in IWO in Q4 2018 and has held it in 24 quarters since. The position peaked at $56.7M in Q3 2024. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Cresset Asset Management held 131,388 shares of iShares Russell 2000 Growth ETF worth $51.8M as of Q2 2026.
Cresset Asset Management sold 1,160 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $423K.
iShares Russell 2000 Growth ETF made up 0.19% of Cresset Asset Management's portfolio in Q2 2026, its #88 holding.
Cresset Asset Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2018 and has held it in 24 quarters since.
Cresset Asset Management's iShares Russell 2000 Growth ETF position peaked at $56.7M in Q3 2024.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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