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

Synergy 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
Q1 		$215K Hold
685
– – 0.02% 235
2025
Q4 		$221K Buy
685
+4
+0.6% +$1.3K 0.02% 210
2025
Q3 		$218K Buy
+681
New +$205K 0.01% 238
2025
Q1 		– Sell
-1,390
Closed -$398K – 461
2024
Q4 		$398K Buy
+1,390
New +$411K 0.03% 161

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

Synergy Asset Management's IWO Position: Q1 2026 in Review

Synergy Asset Management held its iShares Russell 2000 Growth ETF (IWO) position steady in Q1 2026 at 685 shares worth $215K. The position accounts for 0.02% of the portfolio, ranked #235.

Synergy Asset Management first reported a position in IWO in Q4 2024 and has held it in 4 quarters since. The position peaked at $398K in Q4 2024. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Synergy Asset Management held 685 shares of iShares Russell 2000 Growth ETF worth $215K as of Q1 2026.
  • Synergy Asset Management left its iShares Russell 2000 Growth ETF share count unchanged in Q1 2026.
  • iShares Russell 2000 Growth ETF made up 0.02% of Synergy Asset Management's portfolio in Q1 2026, its #235 holding.
  • Synergy Asset Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2024 and has held it in 4 quarters since.
  • Synergy Asset Management's iShares Russell 2000 Growth ETF position peaked at $398K in Q4 2024.
  • 1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Synergy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.