Tucker Asset Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Tucker 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	$59.1K	Hold	150	–	–	0.01%	249
2026 Q1	$47.1K	Hold	150	–	–	0.01%	226
2025 Q4	$48.5K	Hold	150	–	–	0.01%	299
2025 Q3	$48K	Buy	+150	New	+$45.3K	0.01%	184
2024 Q2	–	Sell	-10	Closed	-$2.71K	–	1735
2024 Q1	$2.71K	Buy	+10	New	+$2.56K	﹤0.01%	1257
2023 Q1	–	Sell	-8	Closed	-$1.72K	–	1204
2022 Q4	$1.72K	Buy	+8	New	+$1.75K	﹤0.01%	579

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

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

Tucker Asset Management held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 150 shares worth $59.1K. The position accounts for 0.01% of the portfolio, ranked #249.

Tucker Asset Management first reported a position in IWO in Q4 2022 and has held it in 6 quarters since. 1,105 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Tucker Asset Management held 150 shares of iShares Russell 2000 Growth ETF worth $59.1K as of Q2 2026.
Tucker Asset Management left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.01% of Tucker Asset Management's portfolio in Q2 2026, its #249 holding.
Tucker Asset Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2022 and has held it in 6 quarters since.
1,105 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Tucker Asset Management's 13F filing for Q2 2026, filed 27 Aug 2026.