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

Daymark 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	$420K	Buy	1,065 +36	+3%	+$13.1K	0.01%	526
2026 Q1	$323K	Sell	1,029 -1	-0.1%	-$333	0.01%	553
2025 Q4	$333K	Sell	1,030 -27	-3%	-$8.78K	0.01%	470
2025 Q3	$338K	Hold	1,057	–	–	0.01%	457
2025 Q2	$302K	Buy	1,057 +131	+14%	+$34.5K	0.01%	445
2025 Q1	$237K	Sell	926 -27	-3%	-$7.62K	0.01%	452
2024 Q4	$274K	Buy	953 +27	+3%	+$7.99K	0.01%	424
2024 Q3	$263K	Buy	926 +4	+0.4%	+$1.1K	0.01%	455
2024 Q2	$242K	Hold	922	–	–	0.01%	447
2024 Q1	$250K	Hold	922	–	–	0.01%	377
2023 Q4	$233K	Hold	922	–	–	0.01%	360
2023 Q3	$207K	Buy	+922	New	+$221K	0.01%	362

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

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

Daymark Wealth Partners increased its iShares Russell 2000 Growth ETF (IWO) stake by 3.5% in Q2 2026, buying an estimated $13.1K and bringing the position to 1,065 shares worth $420K. The position accounts for 0.01% of the portfolio, ranked #526.

Daymark Wealth Partners first reported a position in IWO in Q3 2023 and has held it in 12 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Daymark Wealth Partners held 1,065 shares of iShares Russell 2000 Growth ETF worth $420K as of Q2 2026.
Daymark Wealth Partners bought 36 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $13.1K.
iShares Russell 2000 Growth ETF made up 0.01% of Daymark Wealth Partners's portfolio in Q2 2026, its #526 holding.
Daymark Wealth Partners first reported a position in iShares Russell 2000 Growth ETF in Q3 2023 and has held it in 12 quarters since.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.