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

Empirical 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 Q1	$435K	Hold	1,385	–	–	0.11%	238
2025 Q4	$447K	Hold	1,385	–	–	0.13%	218
2025 Q3	$443K	Hold	1,385	–	–	0.12%	248
2025 Q2	$396K	Buy	1,385 +1	+0.1%	+$263	0.12%	232
2025 Q1	$354K	Buy	+1,384	New	+$391K	0.12%	232

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Empirical Asset Management's IWO Position: Q1 2026 in Review

Empirical Asset Management held its iShares Russell 2000 Growth ETF (IWO) position steady in Q1 2026 at 1,385 shares worth $435K. The position accounts for 0.11% of the portfolio, ranked #238.

Empirical Asset Management first reported a position in IWO in Q1 2025 and has held it in 5 quarters since. The position peaked at $447K in Q4 2025. 1,020 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

Empirical Asset Management held 1,385 shares of iShares Russell 2000 Growth ETF worth $435K as of Q1 2026.
Empirical Asset Management left its iShares Russell 2000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 2000 Growth ETF made up 0.11% of Empirical Asset Management's portfolio in Q1 2026, its #238 holding.
Empirical Asset Management first reported a position in iShares Russell 2000 Growth ETF in Q1 2025 and has held it in 5 quarters since.
Empirical Asset Management's iShares Russell 2000 Growth ETF position peaked at $447K in Q4 2025.
1,020 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Empirical Asset Management's 13F filing for Q1 2026, filed 11 May 2026.