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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
2025
Q3 		– Sell
-500
Closed -$143K – 1579
2025
Q2 		$143K Buy
+500
New +$132K ﹤0.01% 1336

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 22.9% 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

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. 1,106 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.
  • 1,106 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.