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

Elevation 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 Q3	$191K	Hold	536	–	–	0.05%	147
2026 Q2	$211K	Hold	536	–	–	0.06%	132
2026 Q1	$168K	Hold	536	–	–	0.06%	127
2025 Q4	$173K	Sell	536 -1	-0.2%	-$325	0.06%	124
2025 Q3	$172K	Hold	537	–	–	0.06%	127
2025 Q2	$154K	Hold	537	–	–	0.06%	132
2025 Q1	$137K	Hold	537	–	–	0.06%	136
2024 Q4	$155K	Hold	537	–	–	0.07%	131
2024 Q3	$153K	Hold	537	–	–	0.07%	133
2024 Q2	$141K	Hold	537	–	–	0.07%	138
2024 Q1	$145K	Sell	537 -325	-38%	-$83K	0.07%	129
2023 Q4	$193K	Buy	+862	New	+$194K	0.12%	104

Other funds holding IWO

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

LWM Advisors El Dorado Hills, California $132M AUM 13.37% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Echo45 Advisors Walnut Creek, California $219M AUM 13.71% 1-Year Est. Return

MBT

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Elevation Wealth Partners's IWO Position: Q3 2026 in Review

Elevation Wealth Partners held its iShares Russell 2000 Growth ETF (IWO) position steady in Q3 2026 at 536 shares worth $191K. The position accounts for 0.05% of the portfolio, ranked #147.

Elevation Wealth Partners first reported a position in IWO in Q4 2023 and has held it in 12 quarters since. The position peaked at $211K in Q2 2026. 43 funds tracked by Wall St. Rank hold IWO as of Q3 2026.

Elevation Wealth Partners held 536 shares of iShares Russell 2000 Growth ETF worth $191K as of Q3 2026.
Elevation Wealth Partners left its iShares Russell 2000 Growth ETF share count unchanged in Q3 2026.
iShares Russell 2000 Growth ETF made up 0.05% of Elevation Wealth Partners's portfolio in Q3 2026, its #147 holding.
Elevation Wealth Partners first reported a position in iShares Russell 2000 Growth ETF in Q4 2023 and has held it in 12 quarters since.
Elevation Wealth Partners's iShares Russell 2000 Growth ETF position peaked at $211K in Q2 2026.
43 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.