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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
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
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

Transcend Capital Advisors's IWO Position: Q1 2026 in Review

Transcend Capital Advisors increased its iShares Russell 2000 Growth ETF (IWO) stake by 21% in Q1 2026, buying an estimated $58.2K and bringing the position to 1,006 shares worth $316K. The position accounts for 0.03% of the portfolio, ranked #526.

Transcend Capital Advisors first reported a position in IWO in Q2 2025 and has held it in 4 quarters since. 1,021 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Transcend Capital Advisors held 1,006 shares of iShares Russell 2000 Growth ETF worth $316K as of Q1 2026.
  • Transcend Capital Advisors bought 175 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $58.2K.
  • iShares Russell 2000 Growth ETF made up 0.03% of Transcend Capital Advisors's portfolio in Q1 2026, its #526 holding.
  • Transcend Capital Advisors first reported a position in iShares Russell 2000 Growth ETF in Q2 2025 and has held it in 4 quarters since.
  • 1,021 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Transcend Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.