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

Cascade Financial 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	$210K	Buy	+533	New	+$194K	0.02%	268
2025 Q4	–	Sell	-818	Closed	-$262K	–	277
2025 Q3	$262K	Hold	818	–	–	0.03%	220
2025 Q2	$234K	Hold	818	–	–	0.03%	232
2025 Q1	$209K	Buy	818 +5	+0.6%	+$1.41K	0.03%	232
2024 Q4	$234K	Buy	813 +12	+1%	+$3.55K	0.03%	222
2024 Q3	$229K	Hold	801	–	–	0.03%	223
2024 Q2	$210K	Buy	+801	New	+$208K	0.03%	222

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

Cascade Financial Partners's IWO Position: Q2 2026 in Review

Cascade Financial Partners opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q2 2026: 533 shares worth $210K. The stake represents 0.02% of the portfolio and ranks #268 among its holdings. This is a return to the name: Cascade Financial Partners previously reported a position in IWO as recently as Q3 2025.

Cascade Financial Partners first reported a position in IWO in Q2 2024 and has held it in 7 quarters since. The position peaked at $262K in Q3 2025. 1,106 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Cascade Financial Partners held 533 shares of iShares Russell 2000 Growth ETF worth $210K as of Q2 2026.
iShares Russell 2000 Growth ETF was a new Cascade Financial Partners position in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.02% of Cascade Financial Partners's portfolio in Q2 2026, its #268 holding.
Cascade Financial Partners first reported a position in iShares Russell 2000 Growth ETF in Q2 2024 and has held it in 7 quarters since.
Cascade Financial Partners's iShares Russell 2000 Growth ETF position peaked at $262K in Q3 2025.
1,106 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.