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 Q2	$271K	Buy	689 +4	+0.6%	+$1.46K	0.03%	225
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 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

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

Synergy Asset Management increased its iShares Russell 2000 Growth ETF (IWO) stake by 0.58% in Q2 2026, buying an estimated $1.46K and bringing the position to 689 shares worth $271K. The position accounts for 0.03% of the portfolio, ranked #225.

Synergy Asset Management first reported a position in IWO in Q4 2024 and has held it in 5 quarters since. The position peaked at $398K in Q4 2024. 1,105 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Synergy Asset Management held 689 shares of iShares Russell 2000 Growth ETF worth $271K as of Q2 2026.
Synergy Asset Management bought 4 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $1.46K.
iShares Russell 2000 Growth ETF made up 0.03% of Synergy Asset Management's portfolio in Q2 2026, its #225 holding.
Synergy Asset Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2024 and has held it in 5 quarters since.
Synergy Asset Management's iShares Russell 2000 Growth ETF position peaked at $398K in Q4 2024.
1,105 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.