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IWO icon

NewEdge Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

NewEdge 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 		$10.4M Buy
26,386
+631
+2% +$230K 0.03% 501
2026
Q1 		$8.08M Sell
25,755
-4,064
-14% -$1.35M 0.03% 515
2025
Q4 		$9.63M Sell
29,819
-1,159
-4% -$377K 0.03% 439
2025
Q3 		$9.91M Buy
30,978
+1,067
+4% +$322K 0.05% 401
2025
Q2 		$8.55M Sell
29,911
-663
-2% -$175K 0.04% 405
2025
Q1 		$7.81M Sell
30,574
-2,030
-6% -$573K 0.05% 379
2024
Q4 		$9.38M Buy
32,604
+1,084
+3% +$321K 0.06% 326
2024
Q3 		$8.95M Sell
31,520
-1,044
-3% -$286K 0.06% 322
2024
Q2 		$8.55M Sell
32,564
-4,440
-12% -$1.15M 0.06% 306
2024
Q1 		$10M Buy
37,004
+1,950
+6% +$498K 0.09% 225
2023
Q4 		$8.74M Buy
35,054
+6,114
+21% +$1.38M 0.08% 228
2023
Q3 		$6.49M Buy
28,940
+1,386
+5% +$332K 0.07% 266
2023
Q2 		$6.69M Buy
27,554
+1,532
+6% +$351K 0.08% 257
2023
Q1 		$5.88M Buy
26,022
+6,142
+31% +$1.4M 0.07% 264
2022
Q4 		$2.66M Buy
19,880
+14,309
+257% +$3.14M 0.07% 281
2022
Q3 		$1.15M Buy
5,571
+63
+1% +$14.2K 0.02% 595
2022
Q2 		$1.14M Buy
+5,508
New +$1.23M 0.02% 624
2022
Q1 		– Sell
-5,831
Closed -$1.71M – 1384
2021
Q4 		$1.71M Buy
5,831
+4,136
+244% +$1.25M 0.03% 501
2021
Q3 		$498K Buy
+1,695
New +$509K 0.01% 747
2021
Q2 		– Sell
-5,493
Closed -$1.65M – 1172
2021
Q1 		$1.65M Buy
5,493
+670
+14% +$208K 0.05% 325
2020
Q4 		$1.38M Buy
+4,823
New +$1.23M 0.05% 336
2020
Q1 		– Sell
-1,179
Closed -$252K – 839
2019
Q4 		$252K Sell
1,179
-7
-0.6% -$1.42K 0.01% 711
2019
Q3 		$230K Buy
+1,186
New +$235K 0.01% 715
2017
Q3 		– Sell
-23
Closed -$3.89K – 734
2017
Q2 		$3.89K Buy
+23
New +$3.79K ﹤0.01% 1189

Other funds holding IWO

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
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 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
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

NewEdge Advisors's IWO Position: Q2 2026 in Review

NewEdge Advisors increased its iShares Russell 2000 Growth ETF (IWO) stake by 2.5% in Q2 2026, buying an estimated $230K and bringing the position to 26,386 shares worth $10.4M. The position accounts for 0.03% of the portfolio, ranked #501.

NewEdge Advisors first reported a position in IWO in Q2 2017 and has held it in 24 quarters since. 964 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • NewEdge Advisors held 26,386 shares of iShares Russell 2000 Growth ETF worth $10.4M as of Q2 2026.
  • NewEdge Advisors bought 631 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $230K.
  • iShares Russell 2000 Growth ETF made up 0.03% of NewEdge Advisors's portfolio in Q2 2026, its #501 holding.
  • NewEdge Advisors first reported a position in iShares Russell 2000 Growth ETF in Q2 2017 and has held it in 24 quarters since.
  • 964 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.