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

VestGen 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 		$3.7M Buy
9,385
+14
+0.1% +$5.11K 0.11% 186
2026
Q1 		$3.45M Sell
9,371
-180
-2% -$59.9K 0.09% 198
2025
Q4 		$3.08M Buy
9,551
+844
+10% +$275K 0.13% 162
2025
Q3 		$2.79M Buy
8,707
+389
+5% +$117K 0.09% 201
2025
Q2 		$2.38M Buy
8,318
+32
+0.4% +$8.42K 0.09% 195
2025
Q1 		$2.12M Buy
+8,286
New +$2.34M 0.1% 186

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

VestGen Advisors's IWO Position: Q2 2026 in Review

VestGen Advisors increased its iShares Russell 2000 Growth ETF (IWO) stake by 0.15% in Q2 2026, buying an estimated $5.11K and bringing the position to 9,385 shares worth $3.7M. The position accounts for 0.11% of the portfolio, ranked #186.

VestGen Advisors first reported a position in IWO in Q1 2025 and has held it in 6 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • VestGen Advisors held 9,385 shares of iShares Russell 2000 Growth ETF worth $3.7M as of Q2 2026.
  • VestGen Advisors bought 14 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $5.11K.
  • iShares Russell 2000 Growth ETF made up 0.11% of VestGen Advisors's portfolio in Q2 2026, its #186 holding.
  • VestGen Advisors first reported a position in iShares Russell 2000 Growth ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.