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 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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return

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

Elevation Wealth Partners held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 536 shares worth $211K. The position accounts for 0.06% of the portfolio, ranked #132.

Elevation Wealth Partners first reported a position in IWO in Q4 2023 and has held it in 11 quarters since. 452 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Elevation Wealth Partners held 536 shares of iShares Russell 2000 Growth ETF worth $211K as of Q2 2026.
Elevation Wealth Partners left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.06% of Elevation Wealth Partners's portfolio in Q2 2026, its #132 holding.
Elevation Wealth Partners first reported a position in iShares Russell 2000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
452 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.