Transcend Capital Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Transcend Capital 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	$398K	Buy	1,009 +3	+0.3%	+$1.09K	0.03%	537
2026 Q1	$316K	Buy	1,006 +175	+21%	+$58.2K	0.03%	526
2025 Q4	$269K	Buy	831 +3	+0.4%	+$976	0.02%	556
2025 Q3	$265K	Buy	828 +78	+10%	+$23.5K	0.02%	579
2025 Q2	$214K	Buy	+750	New	+$197K	0.02%	567

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 22.9% 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

Transcend Capital Advisors's IWO Position: Q2 2026 in Review

Transcend Capital Advisors increased its iShares Russell 2000 Growth ETF (IWO) stake by 0.3% in Q2 2026, buying an estimated $1.09K and bringing the position to 1,009 shares worth $398K. The position accounts for 0.03% of the portfolio, ranked #537.

Transcend Capital Advisors first reported a position in IWO in Q2 2025 and has held it in 5 quarters since. 1,106 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Transcend Capital Advisors held 1,009 shares of iShares Russell 2000 Growth ETF worth $398K as of Q2 2026.
Transcend Capital Advisors bought 3 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $1.09K.
iShares Russell 2000 Growth ETF made up 0.03% of Transcend Capital Advisors's portfolio in Q2 2026, its #537 holding.
Transcend Capital Advisors first reported a position in iShares Russell 2000 Growth ETF in Q2 2025 and has held it in 5 quarters since.
1,106 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Transcend Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.