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

Concord Wealth 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 		$12.8K Buy
+32
New +$11.7K ﹤0.01% 539
2026
Q1 		– Sell
-38
Closed -$12.4K – 501
2025
Q4 		$12.4K Buy
38
+32
+533% +$10.4K ﹤0.01% 508
2025
Q3 		$1.92K Sell
6
-32
-84% -$9.65K ﹤0.01% 714
2025
Q2 		$11K Buy
38
+32
+533% +$8.42K ﹤0.01% 529
2025
Q1 		$1.53K Hold
6
– – ﹤0.01% 701
2024
Q4 		$1.73K Sell
6
-32
-84% -$9.47K ﹤0.01% 726
2024
Q3 		$10.9K Buy
38
+26
+217% +$7.12K ﹤0.01% 551
2024
Q2 		$3.11K Sell
12
-114
-90% -$29.6K ﹤0.01% 628
2024
Q1 		$34.2K Buy
126
+120
+2,000% +$30.7K 0.01% 412
2023
Q4 		$1.51K Sell
6
-195
-97% -$44K ﹤0.01% 740
2023
Q3 		$45K Sell
201
-336
-63% -$80.4K 0.01% 395
2023
Q2 		$130K Buy
537
+361
+205% +$82.8K 0.03% 243
2023
Q1 		$39.9K Buy
176
+17
+11% +$3.89K 0.01% 378
2022
Q4 		$34.1K Buy
+159
New +$34.8K 0.01% 439
2022
Q3 		– Sell
-37
Closed -$8K – 649
2022
Q2 		$8K Buy
37
+20
+118% +$4.46K ﹤0.01% 733
2022
Q1 		$4K Sell
17
-87
-84% -$22.3K ﹤0.01% 966
2021
Q4 		$30K Buy
104
+6
+6% +$1.81K 0.01% 557
2021
Q3 		$29K Sell
98
-6
-6% -$1.8K 0.01% 311
2021
Q2 		$32K Sell
104
-77
-43% -$23.2K 0.01% 415
2021
Q1 		$54K Buy
181
+133
+277% +$41.3K 0.02% 325
2020
Q4 		$14K Buy
+48
New +$12.2K 0.01% 340

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

Concord Wealth Partners's IWO Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q2 2026: 32 shares worth $12.8K. The stake represents ﹤0.01% of the portfolio and ranks #539 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in IWO as recently as Q4 2025.

Concord Wealth Partners first reported a position in IWO in Q4 2020 and has held it in 21 quarters since. The position peaked at $130K in Q2 2023. 1,105 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Concord Wealth Partners held 32 shares of iShares Russell 2000 Growth ETF worth $12.8K as of Q2 2026.
  • iShares Russell 2000 Growth ETF was a new Concord Wealth Partners position in Q2 2026.
  • iShares Russell 2000 Growth ETF made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #539 holding.
  • Concord Wealth Partners first reported a position in iShares Russell 2000 Growth ETF in Q4 2020 and has held it in 21 quarters since.
  • Concord Wealth Partners's iShares Russell 2000 Growth ETF position peaked at $130K in Q2 2023.
  • 1,105 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.