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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
Q2 		$3.29M Buy
8,356
+6,873
+463% +$2.51M 0.03% 336
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 $1.55T 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

NewEdge Wealth's IWO Position: Q2 2026 in Review

NewEdge Wealth increased its iShares Russell 2000 Growth ETF (IWO) stake by 463% in Q2 2026, buying an estimated $2.51M and bringing the position to 8,356 shares worth $3.29M. The position accounts for 0.03% of the portfolio, ranked #336.

NewEdge Wealth first reported a position in IWO in Q4 2023 and has held it in 11 quarters since. 1,105 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • NewEdge Wealth held 8,356 shares of iShares Russell 2000 Growth ETF worth $3.29M as of Q2 2026.
  • NewEdge Wealth bought 6,873 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $2.51M.
  • iShares Russell 2000 Growth ETF made up 0.03% of NewEdge Wealth's portfolio in Q2 2026, its #336 holding.
  • NewEdge Wealth first reported a position in iShares Russell 2000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,105 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.