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New Age Alpha Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

New Age Alpha Advisors’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 		$197K Buy
500
+264
+112% +$96.3K 0.01% 760
2026
Q1 		$74.1K Sell
236
-518
-69% -$172K ﹤0.01% 713
2025
Q4 		$244K Buy
754
+480
+175% +$156K 0.01% 575
2025
Q3 		$87.7K Sell
274
-619
-69% -$187K ﹤0.01% 729
2025
Q2 		$255K Buy
893
+447
+100% +$118K 0.01% 583
2025
Q1 		$114K Buy
+446
New +$126K 0.01% 729

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
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

New Age Alpha Advisors's IWO Position: Q2 2026 in Review

New Age Alpha Advisors increased its iShares Russell 2000 Growth ETF (IWO) stake by 112% in Q2 2026, buying an estimated $96.3K and bringing the position to 500 shares worth $197K. The position accounts for 0.01% of the portfolio, ranked #760.

New Age Alpha Advisors first reported a position in IWO in Q1 2025 and has held it in 6 quarters since. The position peaked at $255K in Q2 2025. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • New Age Alpha Advisors held 500 shares of iShares Russell 2000 Growth ETF worth $197K as of Q2 2026.
  • New Age Alpha Advisors bought 264 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $96.3K.
  • iShares Russell 2000 Growth ETF made up 0.01% of New Age Alpha Advisors's portfolio in Q2 2026, its #760 holding.
  • New Age Alpha Advisors first reported a position in iShares Russell 2000 Growth ETF in Q1 2025 and has held it in 6 quarters since.
  • New Age Alpha Advisors's iShares Russell 2000 Growth ETF position peaked at $255K in Q2 2025.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.