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

Columbia Advisory 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
Q1 		– Sell
-1,296
Closed -$419K – 103
2025
Q4 		$419K Sell
1,296
-276
-18% -$89.8K 0.29% 48
2025
Q3 		$503K Sell
1,572
-134
-8% -$40.4K 0.35% 42
2025
Q2 		$488K Sell
1,706
-849
-33% -$223K 0.37% 42
2025
Q1 		$653K Sell
2,555
-868
-25% -$245K 0.57% 32
2024
Q4 		$985K Sell
3,423
-11,398
-77% -$3.37M 0.92% 28
2024
Q3 		$4.21M Sell
14,821
-1,299
-8% -$356K 3.99% 8
2024
Q2 		$4.23M Sell
16,120
-1,355
-8% -$352K 4.13% 8
2024
Q1 		$4.73M Buy
17,475
+747
+4% +$191K 4.8% 7
2023
Q4 		$4.22M Buy
16,728
+698
+4% +$157K 4.34% 7
2023
Q3 		$3.59M Buy
16,030
+12,086
+306% +$2.89M 3.92% 7
2023
Q2 		$957K Sell
3,944
-2,953
-43% -$677K 1.02% 12
2023
Q1 		$1.56M Sell
6,897
-33,196
-83% -$7.59M 1.48% 16
2022
Q4 		$8.6M Buy
40,093
+7,327
+22% +$1.61M 8.19% 5
2022
Q3 		$6.77M Buy
32,766
+344
+1% +$77.4K 8.25% 5
2022
Q2 		$6.69M Sell
32,422
-46
-0.1% -$10.3K 7.66% 5
2022
Q1 		$8.3M Buy
+32,468
New +$8.31M 8.33% 5

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

Columbia Advisory Partners's IWO Position: Q1 2026 in Review

Columbia Advisory Partners sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2026, closing a stake of 1,296 shares — an estimated $419K sold.

Columbia Advisory Partners first reported a position in IWO in Q1 2022 and held it in 16 quarters. The position peaked at $8.6M in Q4 2022. 1,023 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Columbia Advisory Partners reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Columbia Advisory Partners sold 1,296 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $419K.
  • Columbia Advisory Partners first reported a position in iShares Russell 2000 Growth ETF in Q1 2022 and held it in 16 quarters.
  • Columbia Advisory Partners's iShares Russell 2000 Growth ETF position peaked at $8.6M in Q4 2022.
  • 1,023 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Columbia Advisory Partners's 13F filing for Q1 2026, filed 23 Apr 2026.