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

Curated 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 		$298K Buy
59,634
+54,559
+1,075% +$19.9M 0.04% 415
2026
Q1 		$1.59M Sell
5,075
-15,751
-76% -$5.24M 0.2% 37
2025
Q4 		$6.73M Buy
+20,826
New +$6.77M 0.73% 14

Other funds holding IWO

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Curated Wealth Partners increased its iShares Russell 2000 Growth ETF (IWO) stake by 1,075% in Q2 2026, buying an estimated $19.9M and bringing the position to 59,634 shares worth $298K. The position accounts for 0.04% of the portfolio, ranked #415.

Curated Wealth Partners first reported a position in IWO in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.73M in Q4 2025. 375 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Curated Wealth Partners held 59,634 shares of iShares Russell 2000 Growth ETF worth $298K as of Q2 2026.
  • Curated Wealth Partners bought 54,559 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $19.9M.
  • iShares Russell 2000 Growth ETF made up 0.04% of Curated Wealth Partners's portfolio in Q2 2026, its #415 holding.
  • Curated Wealth Partners first reported a position in iShares Russell 2000 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • Curated Wealth Partners's iShares Russell 2000 Growth ETF position peaked at $6.73M in Q4 2025.
  • 375 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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