Smartleaf Asset Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Smartleaf Asset Management’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	$1.5M	Hold	3,846	–	–	0.05%	333
2026 Q1	$1.16M	Buy	3,846 +896	+30%	+$298K	0.04%	372
2025 Q4	$961K	Buy	2,950 +891	+43%	+$290K	0.04%	379
2025 Q3	$659K	Buy	2,059 +189	+10%	+$57K	0.04%	422
2025 Q2	$533K	Buy	1,870 +1,134	+154%	+$298K	0.05%	364
2025 Q1	$190K	Buy	736 +630	+594%	+$178K	0.02%	593
2024 Q4	$30.6K	Buy	106 +98	+1,225%	+$29K	﹤0.01%	1423
2024 Q3	$2.27K	Buy	+8	New	+$2.19K	﹤0.01%	2433

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

Smartleaf Asset Management's IWO Position: Q2 2026 in Review

Smartleaf Asset Management held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 3,846 shares worth $1.5M. The position accounts for 0.05% of the portfolio, ranked #333.

Smartleaf Asset Management first reported a position in IWO in Q3 2024 and has held it in 8 quarters since. 1,106 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Smartleaf Asset Management held 3,846 shares of iShares Russell 2000 Growth ETF worth $1.5M as of Q2 2026.
Smartleaf Asset Management left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.05% of Smartleaf Asset Management's portfolio in Q2 2026, its #333 holding.
Smartleaf Asset Management first reported a position in iShares Russell 2000 Growth ETF in Q3 2024 and has held it in 8 quarters since.
1,106 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.