N.E.W. Advisory Services’s iShares Russell 2000 Growth ETF IWO Stock Holding History

N.E.W. Advisory Services’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	$3.15K	Hold	8	–	–	﹤0.01%	793
2026 Q1	$2.51K	Hold	8	–	–	﹤0.01%	801
2025 Q4	$2.58K	Buy	+8	New	+$2.6K	﹤0.01%	768
2021 Q1	–	Sell	-1,037	Closed	-$298K	–	134
2020 Q4	$298K	Buy	+1,037	New	+$264K	0.06%	110

Other funds holding IWO

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 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

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

N.E.W. Advisory Services's IWO Position: Q2 2026 in Review

N.E.W. Advisory Services held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 8 shares worth $3.15K. The position accounts for ﹤0.01% of the portfolio, ranked #793.

N.E.W. Advisory Services first reported a position in IWO in Q4 2020 and has held it in 4 quarters since. The position peaked at $298K in Q4 2020. 824 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

N.E.W. Advisory Services held 8 shares of iShares Russell 2000 Growth ETF worth $3.15K as of Q2 2026.
N.E.W. Advisory Services left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #793 holding.
N.E.W. Advisory Services first reported a position in iShares Russell 2000 Growth ETF in Q4 2020 and has held it in 4 quarters since.
N.E.W. Advisory Services's iShares Russell 2000 Growth ETF position peaked at $298K in Q4 2020.
824 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.