EPG Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

EPG Wealth 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	$36.6K	Hold	93	–	–	0.01%	237
2026 Q1	$29.2K	Hold	93	–	–	0.01%	247
2025 Q4	$30K	Hold	93	–	–	0.01%	243
2025 Q3	$29.8K	Hold	93	–	–	0.01%	246
2025 Q2	$26.6K	Hold	93	–	–	0.01%	245
2025 Q1	$23.8K	Hold	93	–	–	0.01%	332
2024 Q4	$26.8K	Sell	93 -17	-15%	-$5.03K	0.01%	331
2024 Q3	$31.1K	Buy	+110	New	+$30.1K	0.01%	329
2024 Q2	–	Sell	-110	Closed	-$28.6K	–	352
2024 Q1	$29.7K	Buy	110 +1	+0.9%	+$256	0.01%	344
2023 Q4	$27.2K	Buy	109 +1	+0.9%	+$225	0.01%	335
2023 Q3	$24.3K	Hold	108	–	–	0.01%	332
2023 Q2	$26.3K	Hold	108	–	–	0.01%	321
2023 Q1	$24.6K	Buy	108 +60	+125%	+$13.7K	0.01%	327
2022 Q4	$10.4K	Hold	48	–	–	﹤0.01%	328
2022 Q3	$10K	Buy	+48	New	+$10.8K	﹤0.01%	333
2022 Q2	–	Sell	-91	Closed	-$23K	–	308
2022 Q1	$23K	Hold	91	–	–	0.01%	328
2021 Q4	$27K	Hold	91	–	–	0.01%	325
2021 Q3	$27K	Buy	+91	New	+$27.3K	0.01%	301
2020 Q2	–	Sell	-111	Closed	-$18K	–	461
2020 Q1	$18K	Hold	111	–	–	0.01%	412
2019 Q4	$24K	Buy	+111	New	+$22.5K	0.02%	320

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

EPG Wealth Management's IWO Position: Q2 2026 in Review

EPG Wealth Management held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 93 shares worth $36.6K. The position accounts for 0.01% of the portfolio, ranked #237.

EPG Wealth Management first reported a position in IWO in Q4 2019 and has held it in 20 quarters since. 1,105 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

EPG Wealth Management held 93 shares of iShares Russell 2000 Growth ETF worth $36.6K as of Q2 2026.
EPG Wealth Management left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.01% of EPG Wealth Management's portfolio in Q2 2026, its #237 holding.
EPG Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2019 and has held it in 20 quarters since.
1,105 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.