Elm Partners Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Elm Partners Management’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	$366K	Sell	928 -317	-25%	-$116K	0.01%	123
2026 Q1	$375K	Buy	1,245 +477	+62%	+$159K	0.02%	113
2025 Q4	$248K	Sell	768 -970	-56%	-$315K	0.01%	140
2025 Q3	$556K	Buy	+1,738	New	+$524K	0.03%	92

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

Elm Partners Management's IWO Position: Q2 2026 in Review

Elm Partners Management reduced its iShares Russell 2000 Growth ETF (IWO) stake by 25% in Q2 2026, selling an estimated $116K and leaving 928 shares worth $366K. The position accounts for 0.01% of the portfolio, ranked #123.

Elm Partners Management first reported a position in IWO in Q3 2025 and has held it in 4 quarters since. The position peaked at $556K in Q3 2025. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Elm Partners Management held 928 shares of iShares Russell 2000 Growth ETF worth $366K as of Q2 2026.
Elm Partners Management sold 317 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $116K.
iShares Russell 2000 Growth ETF made up 0.01% of Elm Partners Management's portfolio in Q2 2026, its #123 holding.
Elm Partners Management first reported a position in iShares Russell 2000 Growth ETF in Q3 2025 and has held it in 4 quarters since.
Elm Partners Management's iShares Russell 2000 Growth ETF position peaked at $556K in Q3 2025.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Elm Partners Management's 13F filing for Q2 2026, filed 28 Jul 2026.