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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

EPG Wealth Management's IWO Position: Q1 2026 in Review

EPG Wealth Management held its iShares Russell 2000 Growth ETF (IWO) position steady in Q1 2026 at 93 shares worth $29.2K. The position accounts for 0.01% of the portfolio, ranked #247.

EPG Wealth Management first reported a position in IWO in Q4 2019 and has held it in 19 quarters since. The position peaked at $31.1K in Q3 2024. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • EPG Wealth Management held 93 shares of iShares Russell 2000 Growth ETF worth $29.2K as of Q1 2026.
  • EPG Wealth Management left its iShares Russell 2000 Growth ETF share count unchanged in Q1 2026.
  • iShares Russell 2000 Growth ETF made up 0.01% of EPG Wealth Management's portfolio in Q1 2026, its #247 holding.
  • EPG Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2019 and has held it in 19 quarters since.
  • EPG Wealth Management's iShares Russell 2000 Growth ETF position peaked at $31.1K in Q3 2024.
  • 1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on EPG Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.