DT Investment Partners’s iShares Russell 2000 Growth ETF IWO Stock Holding History

DT Investment 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	$8.09M	Buy	20,537 +6,818	+50%	+$2.49M	0.6%	33
2026 Q1	$4.31M	Buy	13,719 +425	+3%	+$141K	0.36%	45
2025 Q4	$4.29M	Hold	13,294	–	–	0.36%	44
2025 Q3	$4.25M	Hold	13,294	–	–	0.36%	42
2025 Q2	$3.8M	Sell	13,294 -1,191	-8%	-$313K	0.34%	44
2025 Q1	$3.7M	Hold	14,485	–	–	0.36%	43
2024 Q4	$4.17M	Sell	14,485 -2,080	-13%	-$615K	0.35%	42
2024 Q3	$4.7M	Sell	16,565 -8	-0%	-$2.19K	0.38%	43
2024 Q2	$4.35M	Hold	16,573	–	–	0.39%	42
2024 Q1	$4.49M	Buy	16,573 +2,080	+14%	+$531K	0.45%	38
2023 Q4	$3.61M	Buy	14,493 +3,596	+33%	+$811K	0.39%	41
2023 Q3	$2.44M	Hold	10,897	–	–	0.3%	46
2023 Q2	$2.75M	Hold	10,897	–	–	0.31%	46
2023 Q1	$2.45M	Hold	10,897	–	–	0.3%	44
2022 Q4	$2.34M	Hold	10,897	–	–	0.31%	46
2022 Q3	$2.25M	Hold	10,897	–	–	0.37%	43
2022 Q2	$2.25M	Hold	10,897	–	–	0.33%	42
2022 Q1	$2.79M	Hold	10,897	–	–	0.36%	41
2021 Q4	$3.19M	Hold	10,897	–	–	0.42%	38
2021 Q3	$3.2M	Hold	10,897	–	–	0.43%	38
2021 Q2	$3.4M	Hold	10,897	–	–	0.47%	34
2021 Q1	$3.28M	Hold	10,897	–	–	0.47%	35
2020 Q4	$3.12M	Hold	10,897	–	–	0.5%	33
2020 Q3	$2.41M	Hold	10,897	–	–	0.35%	36
2020 Q2	$2.25M	Hold	10,897	–	–	0.28%	39
2020 Q1	$1.72M	Hold	10,897	–	–	0.28%	36
2019 Q4	$2.33M	Buy	+10,897	New	+$2.21M	0.21%	74

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

DT Investment Partners's IWO Position: Q2 2026 in Review

DT Investment Partners increased its iShares Russell 2000 Growth ETF (IWO) stake by 50% in Q2 2026, buying an estimated $2.49M and bringing the position to 20,537 shares worth $8.09M. The position accounts for 0.6% of the portfolio, ranked #33.

DT Investment Partners first reported a position in IWO in Q4 2019 and has held it in 27 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

DT Investment Partners held 20,537 shares of iShares Russell 2000 Growth ETF worth $8.09M as of Q2 2026.
DT Investment Partners bought 6,818 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $2.49M.
iShares Russell 2000 Growth ETF made up 0.6% of DT Investment Partners's portfolio in Q2 2026, its #33 holding.
DT Investment Partners first reported a position in iShares Russell 2000 Growth ETF in Q4 2019 and has held it in 27 quarters since.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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