Transatlantique Private Wealth’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Transatlantique Private 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
2025 Q4	$711K	Hold	2,200	–	–	0.22%	125
2025 Q3	$704K	Hold	2,200	–	–	0.23%	119
2025 Q2	$629K	Hold	2,200	–	–	0.23%	129
2025 Q1	$562K	Hold	2,200	–	–	0.22%	136
2024 Q4	$633K	Hold	2,200	–	–	0.24%	119
2024 Q3	$625K	Hold	2,200	–	–	0.24%	133
2024 Q2	$578K	Hold	2,200	–	–	0.24%	117
2024 Q1	$596K	Hold	2,200	–	–	0.26%	129
2023 Q4	$555K	Hold	2,200	–	–	0.26%	124
2023 Q3	$493K	Hold	2,200	–	–	0.26%	127
2023 Q2	$534K	Hold	2,200	–	–	0.28%	119
2023 Q1	$499K	Buy	+2,200	New	+$503K	0.28%	126

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Transatlantique Private Wealth's IWO Position: Q4 2025 in Review

Transatlantique Private Wealth held its iShares Russell 2000 Growth ETF (IWO) position steady in Q4 2025 at 2,200 shares worth $711K. The position accounts for 0.22% of the portfolio, ranked #125.

Transatlantique Private Wealth first reported a position in IWO in Q1 2023 and has held it in 12 quarters since. 1,062 funds tracked by Wall St. Rank hold IWO as of Q4 2025.

Transatlantique Private Wealth held 2,200 shares of iShares Russell 2000 Growth ETF worth $711K as of Q4 2025.
Transatlantique Private Wealth left its iShares Russell 2000 Growth ETF share count unchanged in Q4 2025.
iShares Russell 2000 Growth ETF made up 0.22% of Transatlantique Private Wealth's portfolio in Q4 2025, its #125 holding.
Transatlantique Private Wealth first reported a position in iShares Russell 2000 Growth ETF in Q1 2023 and has held it in 12 quarters since.
1,062 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2025.

Based on Transatlantique Private Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.