CWMP
IWO icon

Clarion Wealth Managment Partners’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Clarion Wealth Managment 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 		$1.32M Sell
3,352
-56
-2% -$20.4K 1.07% 22
2026
Q1 		$1.07M Sell
3,408
-38
-1% -$12.6K 0.97% 26
2025
Q4 		$1.11M Sell
3,446
-135
-4% -$43.9K 1.03% 25
2025
Q3 		$1.15M Sell
3,581
-312
-8% -$94.1K 1.13% 26
2025
Q2 		$1.11M Buy
+3,893
New +$1.02M 1.22% 24

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

Clarion Wealth Managment Partners's IWO Position: Q2 2026 in Review

Clarion Wealth Managment Partners reduced its iShares Russell 2000 Growth ETF (IWO) stake by 1.6% in Q2 2026, selling an estimated $20.4K and leaving 3,352 shares worth $1.32M. The position accounts for 1.07% of the portfolio, ranked #22.

Clarion Wealth Managment Partners first reported a position in IWO in Q2 2025 and has held it in 5 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Clarion Wealth Managment Partners held 3,352 shares of iShares Russell 2000 Growth ETF worth $1.32M as of Q2 2026.
  • Clarion Wealth Managment Partners sold 56 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $20.4K.
  • iShares Russell 2000 Growth ETF made up 1.07% of Clarion Wealth Managment Partners's portfolio in Q2 2026, its #22 holding.
  • Clarion Wealth Managment Partners first reported a position in iShares Russell 2000 Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Clarion Wealth Managment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.