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

Essential 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 		$9.85K Hold
25
– – 0.01% 213
2026
Q1 		$7.84K Hold
25
– – 0.01% 213
2025
Q4 		$8.07K Buy
+25
New +$8.13K 0.01% 201

Other funds holding IWO

CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

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

Essential Investment Partners held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 25 shares worth $9.85K. The position accounts for 0.01% of the portfolio, ranked #213.

Essential Investment Partners first reported a position in IWO in Q4 2025 and has held it in 3 quarters since. 277 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Essential Investment Partners held 25 shares of iShares Russell 2000 Growth ETF worth $9.85K as of Q2 2026.
  • Essential Investment Partners left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Growth ETF made up 0.01% of Essential Investment Partners's portfolio in Q2 2026, its #213 holding.
  • Essential Investment Partners first reported a position in iShares Russell 2000 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 277 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Essential Investment Partners's 13F filing for Q2 2026, filed 15 Jul 2026.