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Focus Partners Advisor Solutions’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Focus Partners Advisor Solutions’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 		$2.15M Buy
5,455
+658
+14% +$240K 0.02% 354
2026
Q1 		$1.5M Sell
4,797
-2,861
-37% -$952K 0.02% 435
2025
Q4 		$2.47M Sell
7,658
-613
-7% -$199K 0.03% 263
2025
Q3 		$2.66M Buy
8,271
+1,778
+27% +$536K 0.03% 280
2025
Q2 		$1.86M Buy
6,493
+508
+8% +$134K 0.02% 285
2025
Q1 		$1.53M Buy
5,985
+967
+19% +$273K 0.02% 298
2024
Q4 		$1.44M Buy
5,018
+3,337
+199% +$987K 0.02% 273
2024
Q3 		$478K Buy
1,681
+55
+3% +$15.1K 0.01% 462
2024
Q2 		$427K Sell
1,626
-3
-0.2% -$779 0.01% 410
2024
Q1 		$441K Buy
1,629
+576
+55% +$147K 0.01% 392
2023
Q4 		$266K Buy
1,053
+20
+2% +$4.51K 0.01% 347
2023
Q3 		$232K Sell
1,033
-315
-23% -$75.4K 0.01% 398
2023
Q2 		$327K Sell
1,348
-12,145
-90% -$2.78M 0.02% 283
2023
Q1 		$3.06M Buy
13,493
+1,276
+10% +$292K 0.2% 55
2022
Q4 		$2.62M Buy
12,217
+7,607
+165% +$1.67M 0.2% 65
2022
Q3 		$953K Buy
+4,610
New +$1.04M 0.06% 154

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
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

Focus Partners Advisor Solutions's IWO Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its iShares Russell 2000 Growth ETF (IWO) stake by 14% in Q2 2026, buying an estimated $240K and bringing the position to 5,455 shares worth $2.15M. The position accounts for 0.02% of the portfolio, ranked #354.

Focus Partners Advisor Solutions first reported a position in IWO in Q3 2022 and has held it in 16 quarters since. The position peaked at $3.06M in Q1 2023. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Focus Partners Advisor Solutions held 5,455 shares of iShares Russell 2000 Growth ETF worth $2.15M as of Q2 2026.
  • Focus Partners Advisor Solutions bought 658 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $240K.
  • iShares Russell 2000 Growth ETF made up 0.02% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #354 holding.
  • Focus Partners Advisor Solutions first reported a position in iShares Russell 2000 Growth ETF in Q3 2022 and has held it in 16 quarters since.
  • Focus Partners Advisor Solutions's iShares Russell 2000 Growth ETF position peaked at $3.06M in Q1 2023.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.