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

Evelyn Partners 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 		$10.4K Hold
33
– – ﹤0.01% 258
2025
Q4 		$10.7K Hold
33
– – ﹤0.01% 229
2025
Q3 		$10.6K Hold
33
– – ﹤0.01% 223
2025
Q2 		$9.43K Hold
33
– – ﹤0.01% 194
2025
Q1 		$8.43K Hold
33
– – ﹤0.01% 204
2024
Q4 		$9.5K Buy
+33
New +$9.76K ﹤0.01% 204

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 22.96% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Evelyn Partners Asset Management's IWO Position: Q1 2026 in Review

Evelyn Partners Asset Management held its iShares Russell 2000 Growth ETF (IWO) position steady in Q1 2026 at 33 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #258.

Evelyn Partners Asset Management first reported a position in IWO in Q4 2024 and has held it in 6 quarters since. The position peaked at $10.7K in Q4 2025. 1,025 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Evelyn Partners Asset Management held 33 shares of iShares Russell 2000 Growth ETF worth $10.4K as of Q1 2026.
  • Evelyn Partners Asset Management left its iShares Russell 2000 Growth ETF share count unchanged in Q1 2026.
  • iShares Russell 2000 Growth ETF made up ﹤0.01% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #258 holding.
  • Evelyn Partners Asset Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Asset Management's iShares Russell 2000 Growth ETF position peaked at $10.7K in Q4 2025.
  • 1,025 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.