Chicago Partners Investment Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Chicago Partners Investment Group’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	$512K	Hold	1,369	–	–	0.01%	987
2026 Q1	$491K	Buy	1,369 +85	+7%	+$28.3K	0.01%	900
2025 Q4	$445K	Buy	1,284 +420	+49%	+$137K	0.01%	837
2025 Q3	$287K	Buy	864 +109	+14%	+$32.9K	0.01%	978
2025 Q2	$223K	Buy	+755	New	+$199K	0.01%	990
2019 Q1	–	Sell	-1,870	Closed	-$338K	–	339
2018 Q4	$338K	Sell	1,870 -627	-25%	-$117K	0.05%	244
2018 Q3	$455K	Buy	2,497 +327	+15%	+$69.7K	0.07%	192
2018 Q2	$443K	Buy	2,170 +370	+21%	+$74K	0.07%	185
2018 Q1	$343K	Hold	1,800	–	–	0.06%	199
2017 Q4	$336K	Hold	1,800	–	–	0.05%	207
2017 Q3	$322K	Sell	1,800 -1,800	-50%	-$306K	0.06%	208
2017 Q2	$581K	Buy	+3,600	New	+$593K	0.15%	103
2016 Q1	–	Sell	-4,447	Closed	-$619K	–	464
2015 Q4	$619K	Buy	+4,447	New	+$631K	0.3%	59
2015 Q1	–	Sell	-626	Closed	-$89K	–	509
2014 Q4	$89K	Buy	+626	New	+$84.7K	0.04%	189

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

Chicago Partners Investment Group's IWO Position: Q2 2026 in Review

Chicago Partners Investment Group held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 1,369 shares worth $512K. The position accounts for 0.01% of the portfolio, ranked #987.

Chicago Partners Investment Group first reported a position in IWO in Q4 2014 and has held it in 14 quarters since. The position peaked at $619K in Q4 2015. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Chicago Partners Investment Group held 1,369 shares of iShares Russell 2000 Growth ETF worth $512K as of Q2 2026.
Chicago Partners Investment Group left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #987 holding.
Chicago Partners Investment Group first reported a position in iShares Russell 2000 Growth ETF in Q4 2014 and has held it in 14 quarters since.
Chicago Partners Investment Group's iShares Russell 2000 Growth ETF position peaked at $619K in Q4 2015.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.