BP
IWO icon

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

Ballentine 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 		$285K Hold
723
– – ﹤0.01% 816
2026
Q1 		$227K Buy
723
+15
+2% +$4.99K ﹤0.01% 872
2025
Q4 		$229K Sell
708
-158
-18% -$51.4K ﹤0.01% 861
2025
Q3 		$277K Buy
+866
New +$261K ﹤0.01% 759
2025
Q1 		– Sell
-707
Closed -$203K – 959
2024
Q4 		$203K Hold
707
– – ﹤0.01% 777
2024
Q3 		$201K Buy
+707
New +$194K ﹤0.01% 751
2020
Q1 		– Sell
-2,843
Closed -$609K – 384
2019
Q4 		$609K Buy
+2,843
New +$577K 0.03% 200
2017
Q4 		– Sell
-609
Closed -$109K – 396
2017
Q3 		$109K Hold
609
– – 0.01% 379
2017
Q2 		$106K Buy
+609
New +$100K 0.01% 382
2017
Q1 		– Sell
-609
Closed -$94K – 271
2016
Q4 		$94K Hold
609
– – 0.01% 180
2016
Q3 		$91K Hold
609
– – 0.01% 193
2016
Q2 		$84K Sell
609
-252
-29% -$34K 0.01% 217
2016
Q1 		$114K Buy
+861
New +$107K 0.01% 211

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
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
OE
OFS Enterprise Kearney, Nebraska $392M AUM
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

Ballentine Partners's IWO Position: Q2 2026 in Review

Ballentine Partners held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 723 shares worth $285K. The position accounts for ﹤0.01% of the portfolio, ranked #816.

Ballentine Partners first reported a position in IWO in Q1 2016 and has held it in 13 quarters since. The position peaked at $609K in Q4 2019. 222 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Ballentine Partners held 723 shares of iShares Russell 2000 Growth ETF worth $285K as of Q2 2026.
  • Ballentine Partners left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Growth ETF made up ﹤0.01% of Ballentine Partners's portfolio in Q2 2026, its #816 holding.
  • Ballentine Partners first reported a position in iShares Russell 2000 Growth ETF in Q1 2016 and has held it in 13 quarters since.
  • Ballentine Partners's iShares Russell 2000 Growth ETF position peaked at $609K in Q4 2019.
  • 222 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.