Newbridge Financial Services Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Newbridge Financial Services Group’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	$4.06K	Buy	10 +2	+25%	+$730	﹤0.01%	994
2026 Q1	$2.61K	Hold	8	–	–	﹤0.01%	996
2025 Q4	$2.68K	Hold	8	–	–	﹤0.01%	986
2025 Q3	$2.65K	Hold	8	–	–	﹤0.01%	1106
2025 Q2	$2.37K	Buy	+8	New	+$2.11K	﹤0.01%	1124
2023 Q3	–	Sell	-117	Closed	-$28.3K	–	1358
2023 Q2	$28.3K	Buy	117 +1	+0.9%	+$229	0.01%	593
2023 Q1	$26.4K	Sell	116 -8	-6%	-$1.83K	0.01%	630
2022 Q4	$26.6K	Hold	124	–	–	0.02%	636
2022 Q3	$26K	Hold	124	–	–	0.02%	620
2022 Q2	$25K	Buy	124 +1	+0.8%	+$223	0.02%	587
2022 Q1	$32K	Hold	123	–	–	0.02%	586
2021 Q4	$36K	Hold	123	–	–	0.02%	558
2021 Q3	$36K	Buy	123 +76	+162%	+$22.8K	0.02%	502
2021 Q2	$15K	Buy	47 +5	+12%	+$1.5K	0.01%	856
2021 Q1	$13K	Buy	42 +34	+425%	+$10.6K	0.01%	819
2020 Q4	$2K	Hold	8	–	–	﹤0.01%	961
2020 Q3	$2K	Buy	+8	New	+$1.75K	﹤0.01%	918

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

Newbridge Financial Services Group's IWO Position: Q2 2026 in Review

Newbridge Financial Services Group increased its iShares Russell 2000 Growth ETF (IWO) stake by 25% in Q2 2026, buying an estimated $730 and bringing the position to 10 shares worth $4.06K. The position accounts for ﹤0.01% of the portfolio, ranked #994.

Newbridge Financial Services Group first reported a position in IWO in Q3 2020 and has held it in 17 quarters since. The position peaked at $36K in Q4 2021. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Newbridge Financial Services Group held 10 shares of iShares Russell 2000 Growth ETF worth $4.06K as of Q2 2026.
Newbridge Financial Services Group bought 2 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $730.
iShares Russell 2000 Growth ETF made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #994 holding.
Newbridge Financial Services Group first reported a position in iShares Russell 2000 Growth ETF in Q3 2020 and has held it in 17 quarters since.
Newbridge Financial Services Group's iShares Russell 2000 Growth ETF position peaked at $36K in Q4 2021.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.