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Transamerica Financial Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Transamerica Financial Advisors’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 		$100K Buy
254
+60
+31% +$21.9K 0.01% 578
2026
Q1 		$60.9K Buy
+194
New +$64.5K 0.01% 621
2018
Q4 		– Sell
-13,327
Closed -$2.87M – 526
2018
Q3 		$2.87M Buy
13,327
+501
+4% +$107K 0.61% 41
2018
Q2 		$2.62M Buy
12,826
+7,578
+144% +$1.52M 0.58% 49
2018
Q1 		$1M Sell
5,248
-8,458
-62% -$1.62M 0.15% 139
2017
Q4 		$2.56M Buy
+13,706
New +$2.5M 0.34% 93
2017
Q2 		– Sell
-4,146
Closed -$671K – 413
2017
Q1 		$671K Sell
4,146
-3,715
-47% -$590K 0.08% 167
2016
Q4 		$1.21M Buy
7,861
+2,912
+59% +$435K 0.14% 140
2016
Q3 		$737K Buy
4,949
+4,941
+61,763% +$720K 0.08% 168
2016
Q2 		$2K Sell
8
-29
-78% -$3.91K ﹤0.01% 286
2016
Q1 		$5K Sell
37
-1,248
-97% -$156K ﹤0.01% 611
2015
Q4 		$179K Sell
1,285
-26,788
-95% -$3.8M 0.01% 306
2015
Q3 		$3.76M Sell
28,073
-4,646
-14% -$688K 0.3% 66
2015
Q2 		$5.06M Sell
32,719
-635
-2% -$97.3K 0.36% 48
2015
Q1 		$5.05M Buy
33,354
+30,114
+929% +$4.39M 0.35% 40
2014
Q4 		$462K Buy
3,240
+3,209
+10,352% +$434K 0.04% 193
2014
Q3 		$5K Hold
31
– – ﹤0.01% 528
2014
Q2 		$5K Sell
31
-8,305
-100% -$1.09M ﹤0.01% 552
2014
Q1 		$1.14M Buy
8,336
+2,744
+49% +$375K 0.11% 98
2013
Q4 		$758K Buy
5,592
+3,346
+149% +$434K 0.08% 121
2013
Q3 		$283K Buy
2,246
+1,877
+509% +$226K 0.04% 202
2013
Q2 		$42K Buy
+369
New +$40.3K 0.01% 300

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

Transamerica Financial Advisors's IWO Position: Q2 2026 in Review

Transamerica Financial Advisors increased its iShares Russell 2000 Growth ETF (IWO) stake by 31% in Q2 2026, buying an estimated $21.9K and bringing the position to 254 shares worth $100K. The position accounts for 0.01% of the portfolio, ranked #578.

Transamerica Financial Advisors first reported a position in IWO in Q2 2013 and has held it in 22 quarters since. The position peaked at $5.06M in Q2 2015. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Transamerica Financial Advisors held 254 shares of iShares Russell 2000 Growth ETF worth $100K as of Q2 2026.
  • Transamerica Financial Advisors bought 60 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $21.9K.
  • iShares Russell 2000 Growth ETF made up 0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #578 holding.
  • Transamerica Financial Advisors first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and has held it in 22 quarters since.
  • Transamerica Financial Advisors's iShares Russell 2000 Growth ETF position peaked at $5.06M in Q2 2015.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.