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

NewEdge Wealth’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 		$465K Sell
1,483
-16
-1% -$5.32K 0.01% 835
2025
Q4 		$484K Sell
1,499
-494
-25% -$161K 0.01% 855
2025
Q3 		$652K Sell
1,993
-22
-1% -$6.64K 0.01% 672
2025
Q2 		$587K Hold
2,015
– – 0.01% 664
2025
Q1 		$515K Sell
2,015
-1,153
-36% -$325K 0.01% 643
2024
Q4 		$912K Buy
3,168
+1,450
+84% +$429K 0.02% 507
2024
Q3 		$488K Buy
1,718
+5
+0.3% +$1.37K 0.01% 624
2024
Q2 		$450K Sell
1,713
-340
-17% -$88.3K 0.01% 568
2024
Q1 		$522K Buy
2,053
+725
+55% +$185K 0.01% 555
2023
Q4 		$335K Buy
+1,328
New +$299K 0.01% 595

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

NewEdge Wealth's IWO Position: Q1 2026 in Review

NewEdge Wealth reduced its iShares Russell 2000 Growth ETF (IWO) stake by 1.1% in Q1 2026, selling an estimated $5.32K and leaving 1,483 shares worth $465K. The position accounts for 0.01% of the portfolio, ranked #835.

NewEdge Wealth first reported a position in IWO in Q4 2023 and has held it in 10 quarters since. The position peaked at $912K in Q4 2024. 1,020 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • NewEdge Wealth held 1,483 shares of iShares Russell 2000 Growth ETF worth $465K as of Q1 2026.
  • NewEdge Wealth sold 16 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $5.32K.
  • iShares Russell 2000 Growth ETF made up 0.01% of NewEdge Wealth's portfolio in Q1 2026, its #835 holding.
  • NewEdge Wealth first reported a position in iShares Russell 2000 Growth ETF in Q4 2023 and has held it in 10 quarters since.
  • NewEdge Wealth's iShares Russell 2000 Growth ETF position peaked at $912K in Q4 2024.
  • 1,020 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.