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Financial Partners Group (Kansas)’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Financial Partners Group (Kansas)’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
Q1 		– Sell
-1,624
Closed -$546K – 234
2025
Q4 		$546K Buy
1,624
+3
+0.2% +$976 0.06% 134
2025
Q3 		$519K Hold
1,621
– – 0.06% 129
2025
Q2 		$463K Buy
1,621
+5
+0.3% +$1.32K 0.06% 128
2025
Q1 		$413K Buy
1,616
+50
+3% +$14.1K 0.06% 124
2024
Q4 		$451K Buy
1,566
+286
+22% +$84.6K 0.07% 111
2024
Q3 		$364K Sell
1,280
-39
-3% -$10.7K 0.05% 132
2024
Q2 		$346K Sell
1,319
-13
-1% -$3.38K 0.05% 129
2024
Q1 		$361K Buy
1,332
+102
+8% +$26.1K 0.06% 125
2023
Q4 		$310K Hold
1,230
– – 0.06% 127
2023
Q3 		$258K Hold
1,230
– – 0.05% 131
2023
Q2 		$303K Buy
1,230
+17
+1% +$3.9K 0.06% 119
2023
Q1 		$275K Hold
1,213
– – 0.06% 130
2022
Q4 		$288K Buy
+1,213
New +$266K 0.06% 129
2021
Q3 		– Sell
-1,708
Closed -$532K – 160
2021
Q2 		$532K Sell
1,708
-190
-10% -$57.2K 0.14% 81
2021
Q1 		$571K Sell
1,898
-235
-11% -$72.9K 0.16% 69
2020
Q4 		$665K Sell
2,133
-12
-0.6% -$3.06K 0.2% 56
2020
Q3 		$475K Sell
2,145
-403
-16% -$88.2K 0.16% 59
2020
Q2 		$527K Buy
+2,548
New +$477K 0.21% 53

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Financial Partners Group (Kansas)'s IWO Position: Q1 2026 in Review

Financial Partners Group (Kansas) sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2026, closing a stake of 1,624 shares — an estimated $546K sold.

Financial Partners Group (Kansas) first reported a position in IWO in Q2 2020 and held it in 18 quarters. The position peaked at $665K in Q4 2020. 1,025 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Financial Partners Group (Kansas) reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Financial Partners Group (Kansas) sold 1,624 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $546K.
  • Financial Partners Group (Kansas) first reported a position in iShares Russell 2000 Growth ETF in Q2 2020 and held it in 18 quarters.
  • Financial Partners Group (Kansas)'s iShares Russell 2000 Growth ETF position peaked at $665K in Q4 2020.
  • 1,025 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Financial Partners Group (Kansas)'s 13F filing for Q1 2026, filed 13 Apr 2026.