AP
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Appleton Partners’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Appleton Partners’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 		$1.82M Hold
4,619
– – 0.11% 115
2026
Q1 		$1.45M Sell
4,619
-20
-0.4% -$6.65K 0.1% 121
2025
Q4 		$1.5M Hold
4,639
– – 0.1% 125
2025
Q3 		$1.49M Buy
4,639
+223
+5% +$67.3K 0.1% 122
2025
Q2 		$1.26M Sell
4,416
-5
-0.1% -$1.32K 0.09% 127
2025
Q1 		$1.13M Hold
4,421
– – 0.09% 125
2024
Q4 		$1.27M Hold
4,421
– – 0.09% 119
2024
Q3 		$1.26M Hold
4,421
– – 0.09% 120
2024
Q2 		$1.16M Sell
4,421
-54
-1% -$14K 0.09% 125
2024
Q1 		$1.21M Sell
4,475
-400
-8% -$102K 0.09% 127
2023
Q4 		$1.23M Hold
4,875
– – 0.1% 127
2023
Q3 		$1.09M Buy
4,875
+1,606
+49% +$384K 0.1% 127
2023
Q2 		$793K Sell
3,269
-8
-0.2% -$1.83K 0.07% 159
2023
Q1 		$743K Hold
3,277
– – 0.07% 176
2022
Q4 		$703K Hold
3,277
– – 0.07% 173
2022
Q3 		$677K Buy
3,277
+129
+4% +$29K 0.07% 177
2022
Q2 		$649K Sell
3,148
-100
-3% -$22.3K 0.06% 178
2022
Q1 		$831K Sell
3,248
-100
-3% -$25.6K 0.07% 174
2021
Q4 		$981K Buy
3,348
+4
+0.1% +$1.21K 0.07% 165
2021
Q3 		$982K Hold
3,344
– – 0.08% 160
2021
Q2 		$1.04M Sell
3,344
-40
-1% -$12K 0.09% 151
2021
Q1 		$1.02M Sell
3,384
-60
-2% -$18.6K 0.09% 148
2020
Q4 		$987K Sell
3,444
-25
-0.7% -$6.37K 0.1% 143
2020
Q3 		$768K Hold
3,469
– – 0.08% 151
2020
Q2 		$718K Sell
3,469
-185
-5% -$34.6K 0.09% 151
2020
Q1 		$578K Sell
3,654
-100
-3% -$19.9K 0.08% 156
2019
Q4 		$804K Hold
3,754
– – 0.09% 158
2019
Q3 		$724K Sell
3,754
-15
-0.4% -$2.97K 0.09% 158
2019
Q2 		$757K Hold
3,769
– – 0.09% 157
2019
Q1 		$741K Buy
3,769
+825
+28% +$157K 0.1% 151
2018
Q4 		$495K Hold
2,944
– – 0.07% 175
2018
Q3 		$633K Hold
2,944
– – 0.08% 168
2018
Q2 		$602K Hold
2,944
– – 0.09% 170
2018
Q1 		$561K Sell
2,944
-410
-12% -$78.7K 0.09% 176
2017
Q4 		$626K Hold
3,354
– – 0.1% 163
2017
Q3 		$600K Hold
3,354
– – 0.1% 155
2017
Q2 		$566K Sell
3,354
-10
-0.3% -$1.65K 0.1% 163
2017
Q1 		$544K Buy
+3,364
New +$534K 0.1% 158

Other funds holding IWO

CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
HWA
Hillcrest Wealth Advisors Hazlet, New Jersey $279M AUM 21.72% 1-Year Est. Return

Appleton Partners's IWO Position: Q2 2026 in Review

Appleton Partners held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 4,619 shares worth $1.82M. The position accounts for 0.11% of the portfolio, ranked #115.

Appleton Partners first reported a position in IWO in Q1 2017 and has held it in 38 quarters since. 257 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Appleton Partners held 4,619 shares of iShares Russell 2000 Growth ETF worth $1.82M as of Q2 2026.
  • Appleton Partners left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Growth ETF made up 0.11% of Appleton Partners's portfolio in Q2 2026, its #115 holding.
  • Appleton Partners first reported a position in iShares Russell 2000 Growth ETF in Q1 2017 and has held it in 38 quarters since.
  • 257 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.